ADDDF News and Press, Adidas AG From 04/19/22

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

A recession seems to be coming. Several banks are assuming a recession as a base-case scenario for the next 18-36 months. This shouldn't entirely dictate our investment approach - but we should be aware of this, and start considering it when we invest. My consideration for this sc...

Lululemon’s impressive sales growth and incredible customer acquisition appear to be reaching a near-term inflection point with intense competition and declining economic activity creating near-term headwinds. The company’s direct-to-consumer sales are showing decelerati...

adidas AG (ADDYY) Q4 2021 Earnings Conference Call March 09, 2022 09:00 A.M. ET Company Participants Sebastian Steffen – Head, IR Kasper Rorsted – CEO Harm Ohlmeyer – CFO Conference Call Participants Graham Renwick - Berenberg Piral Dadhania - RBC Capital Markets Warwick ...

The following slide deck was published by adidas AG in conjunction with their 2021 Q4 earnings call. For further details see: adidas AG 2021 Q4 - Results - Earnings Call Presentation

adidas AG press release (OTCQX:ADDYY): FY GAAP EPS of €7.47. Revenue of €21.23B (+15.1% Y/Y). Outlook for FY2022: Currency-neutral sales to increase at a rate between 11-13%, already reflecting up to €250M of risk in Russia/CIS business related to the war in Ukraine;...

Crocs has built a community of loyal customers who engage with the brand and express themselves through their footwear. Crocs is experiencing incredible business momentum, with sales growing 67% year-over-year in FY'21. The Company generates cash more efficiently than peers and ma...

Foot Locker's share price is down over 50% from its 52-week high after revealing that it expects to sell significantly fewer Nike products. I still believe that Foot Locker could see promising growth in the future, even though they may face challenges due to supply chain concerns and ...

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

I've invested over $30,000 into adidas the past few months, with substantial investments over the past few weeks as I've done some rotation. There are clear, short-term, and longer-term reasons for these investments. I will show those to you here. Here is why I consider adidas a g...