ADDDF News and Press, Adidas AG From 10/11/21

Callaway Golf remains overvalued with the shares trading on PER FY12/2022 64.6x. Market expectations for growth at Topgolf need to be adjusted down when assessing limited capital investment, increasing costs and poor recovery in corporate events. We expect to see more exits from p...

At $2 billion, Allbirds' valuation implies revenue will grow over five times current levels. We think the stock is worth as little as $119 million as it faces steep competition from established companies. Allbirds is struggling to scale its business and hasn't ever been profitable...

Designer Brands is adapting to the "new-normal" age by growing its product offerings and enhancing its e-commerce sites. The company is making strides in improving its financials. Acquisitions of Camuto Group and the joint venture with ABG-Camuto bring some key competitive advanta...

Adidas (OTCMKTS: ADDDF) revealed Thursday that it had reached an agreement to sell its Reebok brand to Authentic Brands Group for a sum of USD2.5 Billion, in a majority cash deal. “Reebok has been a valued part of Adidas, and we are grateful ...

adidas AG (ADDYY) Q2 2021 Earnings Conference Call August 05, 2021, 09:00 AM ET Company Participants Sebastian Steffen - Head of IR Kasper Rorsted - CEO Harm Ohlmeyer - CFO Conference Call Participants Graham Renwick - Berenberg Zuzanna Pusz - UBS Piral Dadhania - RBC Capital Markets James Gr...

Nike's stock price has significantly outperformed its peers and the broader markets over the last 18 months. While the company's forward P/E multiple appears higher versus its historical average, it is supported by an acceleration in growth. I believe the stock can trade north of ...

Crocs' shares have sustained an unstoppable rally over the past few years. The company continues to deliver fantastic results by growing its online presence and revamping its brand while returning significant capital levels back to its shareholders. We believe shares remain invest...

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. Recent Strategy outperformance has been broad-based, led ...

Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. During the second quarter...

Zalando has the potential to yield significant value to its shareholders in the coming decade. Zalando is the market leader in most of the markets it operates. The company benefits from strong network effects. One of the big opportunities for value creation is increasing penet...