ADDDF News and Press, Adidas AG From 07/03/23

2023-07-03 01:22:18 ET Summary VFC has been underperforming over the past nine months due to its inconsistent profitability, impacted revenues, and deteriorating balance sheet. Combined with its underperformance compared to its consumer discretionary peers, it is unsurprising that...

2023-06-26 14:22:07 ET Summary adidas's stock is currently in a bottoming process, but it could take several years to fully recover its old highs. A strong historical brand and operational improvements increase the odds of an eventual recovery, but it will likely be very volatile....

2023-06-23 10:17:45 ET Summary adidas is in a difficult spot right now because of the Kanye West and Yeezy situation. However, it appears the new management team has a strategy to better position the company for the future. Nevertheless, I believe that one of the competitors i...

2023-06-15 00:04:22 ET Summary Dr. Martens has a loyal fanbase that continues to grow. Its high-quality production and timeless design are key value drivers. The company has achieved a CAGR of 43% in revenue and maintains a strong EBITDA margin of 20%. Dr. Martens is trading a...

2023-05-22 14:15:00 ET Summary At Appleseed Fund, we seek to generate market-beating returns by making prudent, disciplined, and sustainable investments in a range of asset classes from markets around the world. As the stewards of our shareholders’ capital, we focus on preserva...

2023-05-05 15:55:24 ET Adidas AG (ADDYY) Q1 2023 Earnings Conference Call May 05, 2023, 09:00 ET Company Participants Sebastian Steffen - SVP, IR Bjorn Gulden - CEO & Head, Global Brands Harm Ohlmeyer - CFO Conference Call Participants Erwan Rambo...

2023-04-23 07:04:36 ET Summary V.F. Corporation designs, produces, and distributes lifestyle apparel and footwear. It owns leading brands such as Supreme, North Face, Vans, and Dickies. China opening up should present natural tailwinds to the business, which has weighed on the com...

2023-04-21 03:15:00 ET Summary Aoris is a global equity boutique, deliberately different in many ways, as a business and as investors. We've made unconventional choices to best position us to deliver long-term investment success for our clients. The Aoris International Fund (Class...

2023-04-18 04:46:58 ET Summary adidas’ Q4 ‘kitchen sinking’ has bought new CEO Gulden time to right the ship. In the near term, working through the Yeezy inventory issue is top of mind, while in the mid term, efforts to accelerate organic growth and regain mar...

2023-04-14 23:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...