ADDDF News and Press, Adidas AG From 05/15/22

I've heavily invested in adidas, continuing to push money to work as the company has dropped below the €200-mark for the native ticker. Some fear that something is wrong. In my view, this fear is unfounded and provably wrong. In this article, I'm updating my adidas thesis inclu...

Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. Over the first quarter of 2022, the Polen International Growth Composite Portfolio returned -13.94% gross and -14.17% net of fees, res...

High inflationary environments are usually bad for companies because their costs tend to increase at a higher level than their products or services prices. This is not the case of companies that offer a product that competitors can't imitate. adidas is a company that offers an asy...

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...