Added to YB: 2026-05-04
Pitch date: 2026-04-30
ADS.DE [neutral]
adidas AG
Author Info
Company Info
adidas AG, together with its subsidiaries, designs, develops, produces, and markets a range of athletic and sports lifestyle products in Europe, Greater China, Japan, South Korea, Latin America, North America, and internationally.
Market Cap
EUR 24.2B
Pitch Price
N/A
Price Target
N/A
Dividend
1.88%
EV/EBITDA
9.47
P/E
17.85
EV/Sales
1.17
Sector
Textiles, Apparel and Luxury Goods
Category
value
adidas: Supershoe = Superstock?
ADS.DE (quick overview): Dominates marathon majors (9 of last 16 wins vs Nike's 3); Sawe's sub-2hr world record in Adizero Adios Pro Evo 3 mirrors Nike's Vaporfly dominance (Nike stock tripled 2017-2021). Yet adidas trades below pandemic lows at 1/3 Nike's market cap despite half its revenue. Running shoe market $50bn w/ 600M runners. Supershoe tech (carbon plate, thick foam) drives brand halo across $500 racing shoes + leisure wear. Stock shows zero reaction despite performance breakthrough.
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