adidas AG

Informe acción XTRA:ADS

Capitalización de mercado: €27.7b

adidas Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Bjorn Gulden

Chief Executive Officer (CEO)

€7.4m

Compensación total

Porcentaje del salario del CEO29.80%
Permanencia del CEO3.3yrs
Participación del CEOn/a
Permanencia media de la dirección3.3yrs
Promedio de permanencia en la Junta Directiva5.4yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 02

adidas AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

adidas AG ( ETR:ADS ) just released its latest first-quarter results and things are looking bullish. Results were good...
Actualización de narrativa Apr 27

ADS: China Strength And Buybacks Will Support Future Re Rating

Adidas' analyst fair value estimate has been trimmed by about €3 to €196.77 as analysts factor in slightly more cautious revenue growth assumptions, alongside relatively steady profit margin and P/E expectations, following a series of recent price target revisions across the Street. Analyst Commentary Recent research highlights a mixed but generally constructive read on adidas, with several firms trimming price targets while still expressing confidence in execution and the long-term earnings profile.
Actualización de narrativa Apr 10

ADS: Premium Consumers And Buybacks Will Support Future Re Rating

Adidas' analyst price target has shifted modestly higher to €199.96 from €199.42, as analysts balance recent target cuts with views of steady revenue, stable profit margins and a broadly unchanged future P/E outlook. Analyst Commentary Recent research paints a mixed picture, with several firms trimming their price targets on Adidas while keeping positive ratings, and others flagging risks around guidance and sector pressures.
Actualización de narrativa Mar 26

ADS: Premium Consumers And Buybacks Will Support Future Multiple Expansion

The analyst price target for adidas has been trimmed by a few euros, reflecting slightly lower fair value assumptions and a modest reset in growth and P/E expectations after several firms cut their targets into a €185 to €232 range, while still highlighting solid execution and guidance. Analyst Commentary Recent research has centered on a cluster of price target cuts, with most new targets sitting between €185 and €232 or around $138 for those quoting in U.S. dollars.
Actualización de narrativa Mar 11

ADS: Premium Consumers And Buybacks Will Support Future Margin Resilience

Our analyst fair value estimate for adidas has been reduced from about €221 to €202, reflecting a series of Street price target reductions as analysts factor in more cautious revenue growth, slimmer profit margins, and slightly lower future P/E assumptions. Analyst Commentary Recent Street research on adidas points to a reset lower in price targets, but most firms are still keeping positive or constructive ratings on the shares.
Actualización de narrativa Feb 25

ADS: Premium Consumers And Share Buybacks Will Support Future Margin Resilience

Analysts have trimmed their fair value estimate for adidas by about €1 to roughly €221, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E. This is in line with recent mixed research that includes a reduced price target at Citi, a downgrade at RBC Capital, and a more upbeat initiation at Grupo Santander and higher target at Bernstein.
Actualización de narrativa Feb 11

ADS: Premium Consumers And Buyback Plan Will Support Future Margin Resilience

Analysts have trimmed their consolidated price target for adidas to about €222 from roughly €225, reflecting slightly higher required returns and marginally softer assumptions on growth and profitability, even as some houses still see room for rerating based on sector positioning and the potential for brand recovery. Analyst Commentary Bullish Takeaways Bullish analysts highlight that some sportswear names, including adidas, are viewed as clearly dislocated, with share prices that, in their view, do not fully reflect recent guidance and earnings revisions.
Actualización de narrativa Jan 26

ADS: Premium Consumers And Sports Footwear Demand Will Support Future Margin Resilience

Analysts have made a slight adjustment to their fair value estimate for adidas to €224.84, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following a mix of recent price target hikes and a downgrade in Street research. Analyst Commentary Recent Street research on adidas offers a mix of optimism and caution, which helps explain the modest tweak to the fair value estimate.
Actualización de narrativa Jan 12

ADS: Premium Consumers And Sports Footwear Shift Will Support Stronger Margins

Analysts have nudged their fair value estimate for adidas higher to about €226.60 from roughly €223.57, reflecting updated price targets and views that greater exposure to premium consumers and sportswear demand could support slightly stronger margins and a modestly higher future P/E. Analyst Commentary Recent street research has tilted constructive on adidas, with several firms adjusting price targets higher in both US dollar and euro terms.
Actualización de narrativa Dec 26

ADS: Brand Strength Will Support Premium Margins As Earnings Power Improves

Analysts have nudged their price target for adidas slightly higher to about EUR 224, supported by new Outperform and Overweight views that emphasize resilient profitability and a modestly richer future earnings multiple, despite slightly softer long term growth assumptions. Analyst Commentary Recent Street research on adidas reflects a generally constructive stance on the shares, with price targets clustered modestly above current levels and supported by expectations of resilient execution, disciplined cost control, and a steady recovery in brand momentum.
Actualización de narrativa Dec 12

ADS: Brand Strength Will Support Premium Margins Despite Intensifying Competitive Pressures

The analyst price target for adidas has been modestly reduced to EUR 222 from EUR 229 as analysts temper their fair value and margin assumptions, despite recent supportive coverage including new Outperform and Overweight ratings. Analyst Commentary Bullish analysts point to a supportive fundamental backdrop for adidas, with recent coverage highlighting confidence in the company’s ability to sustain profitable growth despite a more competitive landscape in sportswear and footwear.
Actualización de narrativa Nov 28

ADS: Revenue Momentum Will Drive Double-Digit Gains Amid Easing Margin Pressures

The analyst price target for adidas has been modestly lowered by approximately EUR 2 to EUR 229. Analysts cite slightly higher discount rates and a conservative outlook for future growth and profitability as the reasons for this adjustment.
Actualización de narrativa Nov 13

ADS: Double-Digit Revenue Growth Will Drive Upside Amid Rising Competition

Analysts have slightly reduced their fair value estimate for adidas, lowering the price target from approximately EUR 234.05 to EUR 231.65 due to modest adjustments to key financial assumptions. These adjustments include slower projected revenue growth and an increased discount rate.
Actualización de narrativa Oct 30

ADS: Stable Profit Margins Will Support Renewed Confidence Amid Legal Scrutiny

Analysts have modestly increased their price target for adidas shares from €234 to €238. They note stable profit margin outlook and minor adjustments to growth assumptions as drivers for the slight upward revision.
Artículo de análisis Sep 28

adidas (ETR:ADS) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Sep 19

Rising Health Trends Will Expand Global Athleisure And E-commerce

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).
Actualización de narrativa Sep 04

Rising Health Trends Will Expand Global Athleisure And E-commerce

With both revenue growth forecasts and future P/E ratios holding steady, consensus analyst price targets for adidas remain unchanged at €241.02. What's in the News Mexico is exploring legal action against Adidas after the company collaborated with designer Willy Chavarria on a show inspired by traditional Indigenous sandals, with President Claudia Sheinbaum noting concerns about misuse of Indigenous designs (Reuters).
Artículo de análisis Sep 02

We Think adidas (ETR:ADS) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jul 25

adidas AG's (ETR:ADS) Price In Tune With Revenues

adidas AG's ( ETR:ADS ) price-to-sales (or "P/S") ratio of 1.5x may not look like an appealing investment opportunity...
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Nueva narrativa Nov 07

Retail Innovation And Global Expansion Drive Growth And Earnings Potential

Strategic retail investments and product innovations aim to boost revenue growth through enhanced brand visibility and consumer engagement.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bjorn Gulden en comparación con los beneficios de adidas?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€1b

Dec 31 2025n/an/a

€1b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€1b

Dec 31 2024€7m€2m

€756m

Sep 30 2024n/an/a

€381m

Jun 30 2024n/an/a

€196m

Mar 31 2024n/an/a

€85m

Dec 31 2023€9m€2m

-€119m

Sep 30 2023n/an/a

-€179m

Jun 30 2023n/an/a

-€368m

Mar 31 2023n/an/a

-€107m

Dec 31 2022€4mn/a

€228m

Compensación vs. Mercado: La compensación total de Bjorn($USD8.60M) está por encima de la media de empresas de tamaño similar en el mercado German ($USD5.56M).

Compensación vs. Ingresos: La compensación de Bjorn ha sido consistente con los resultados de la empresa en el último año.


CEO

Bjorn Gulden (60 yo)

3.3yrs
Permanencia
€7,383,585
Compensación

Mr. Bjørn Gulden serves as Chairman of the Executive Board and Chief Executive Officer at adidas AG since January 1, 2023. He is also Chairman of the Board, Global Brands at adidas AG. He is also responsib...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Bjorn Gulden
Chairman of Global Brands3.3yrs€7.38msin datos
Harm Ohlmeyer
CFO & Member of Executive Board9.2yrs€3.32msin datos
Michelle Robertson
Global Head of HR3.3yrs€2.53msin datos
Mathieu Sidokpohou
Member of Executive Board & Chief Commercial Officer1.5yrs€1.06msin datos
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board12.8yrs€208.00ksin datos
Linda Evenhuis
Emp Rep Member of Supervisory Boardno data€96.85ksin datos
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Managementno data€128.14ksin datos
Sebastian Steffen
Senior Vice President of Investor Relations & Corporate Communicationsno datasin datossin datos
Jan Heinemann
General Counselno datasin datossin datos
Aimee Arana
Senior VP and GM of Global Product - Training7.1yrssin datossin datos
Markus Morent
Managing Director for Korealess than a yearsin datossin datos
3.3yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ADS se considera experimentado (3.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board7yrs€208.00ksin datos
Linda Evenhuis
Emp Rep Member of Supervisory Board2yrs€96.85ksin datos
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Management2yrs€128.14ksin datos
Jing Ulrich
Independent Member of Supervisory Board7yrs€103.00ksin datos
Ian Gallienne
Independent Member of Supervisory Board9.9yrs€254.00ksin datos
Bodo Uebber
Independent Member of Supervisory Board7yrs€308.00ksin datos
Nassef Onssy Sawiris
Independent Deputy Chairman of Supervisory Board9.9yrs€134.28ksin datos
Christian Klein
Independent Member of Supervisory Board5.8yrs€166.57ksin datos
Birgit Biermann
Employee Representative Member of Supervisory Board3.7yrs€136.28ksin datos
Jackie Joyner-Kersee
Independent Member of Supervisory Board5yrs€104.00ksin datos
Bastian Knobloch
Employee Representative Member of the Supervisory Board4.3yrs€105.00ksin datos
Paul Seline
Employee Representative Deputy Chairman of Supervisory Board2yrs€159.42ksin datos
5.4yrs
Permanencia media
58.5yo
Promedio de edad

Junta con experiencia: La junta directiva de ADS se considera experimentada (5.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 00:30
Precio de las acciones al final del día2026/05/25 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

adidas AG está cubierta por 62 analistas. 26 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Volker BosseBaader Helvea Equity Research
Knut WollerBaader Helvea Equity Research
Jonathan KompBaird