Update shared on19 Sep 2025
Fair value Decreased 1.52%Given that adidas’s key forward metrics—Future P/E and consensus revenue growth—remain virtually unchanged, the marginal downward revision in its consensus analyst price target to €237.35 likely reflects only minor adjustments in sentiment rather than any significant shifts in underlying fundamentals.
What's in the News
- Mexico is considering legal action against Adidas after the company collaborated with a Mexican American designer to launch a product inspired by traditional Indigenous sandals, citing concerns about big companies using Indigenous designs without proper compensation (Reuters).
- Manchester City signed a record-breaking kit deal with Puma, surpassing Manchester United's previous kit partnership with Adidas, which had set the record for the most valuable English Premier League kit contract before (Sportico).
- Adidas and Hibbett are launching a limited-edition "State Fair" Superstar sneaker inspired by the State Fair of Texas, with only 1,320 pairs available and a community event to celebrate the release scheduled for September 20, 2025 (Company Key Developments).
- The "State Fair" Superstar collaboration includes distinctive Texas-themed design elements and aims to engage local customers through interactive launch festivities and exclusive product availability (Company Key Developments).
- The recent developments highlight both reputational risks related to cultural appropriation claims and ongoing efforts by Adidas to drive brand engagement through targeted regional collaborations and product launches (Reuters, Company Key Developments).
Valuation Changes
Summary of Valuation Changes for adidas
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €241.02 to €237.35.
- The Future P/E for adidas remained effectively unchanged, moving only marginally from 20.52x to 20.18x.
- The Consensus Revenue Growth forecasts for adidas remained effectively unchanged, at 8.2% per annum.
Disclaimer
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