adidas AG

XTRA:ADS 株式レポート

時価総額：€25.9b

adidas マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Bjorn Gulden

最高経営責任者

€7.4m

報酬総額

CEO給与比率29.80%
CEO在任期間3.3yrs
CEOの所有権n/a
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間6.4yrs

経営陣の近況

Recent updates

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

May 02
adidas AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Sep 28
adidas (ETR:ADS) Might Have The Makings Of A Multi-Bagger

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).

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).

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

Sep 02
We Think adidas (ETR:ADS) Can Manage Its Debt With Ease

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

Jul 25
adidas AG's (ETR:ADS) Price In Tune With Revenues

Does adidas (ETR:ADS) Have A Healthy Balance Sheet?

May 17
Does adidas (ETR:ADS) Have A Healthy Balance Sheet?
User avatar

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.

CEO報酬分析

adidas の収益と比較して、Bjorn Gulden の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Bjornの 総報酬 ($USD 8.65M ) は、 German市場 ($USD 5.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Bjornの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Bjorn Gulden (60 yo)

3.3yrs
在職期間
€7,383,585
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Bjorn Gulden
Chairman of Global Brands3.3yrs€7.38mデータなし
Harm Ohlmeyer
CFO & Member of Executive Board9.2yrs€3.32mデータなし
Michelle Robertson
Global Head of HR3.3yrs€2.53mデータなし
Mathieu Sidokpohou
Member of Executive Board & Chief Commercial Officer1.5yrs€1.06mデータなし
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board12.8yrs€208.00kデータなし
Linda Evenhuis
Emp Rep Member of Supervisory Boardno data€96.85kデータなし
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Managementno data€128.14kデータなし
Sebastian Steffen
Senior Vice President of Investor Relations & Corporate Communicationsno dataデータなしデータなし
Jan Heinemann
General Counselno dataデータなしデータなし
Aimee Arana
Senior VP and GM of Global Product - Training7.1yrsデータなしデータなし
Markus Morent
Managing Director for Korealess than a yearデータなしデータなし
3.3yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: ADSの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board7yrs€208.00kデータなし
Linda Evenhuis
Emp Rep Member of Supervisory Board2yrs€96.85kデータなし
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Management2yrs€128.14kデータなし
Thomas Rabe
Independent Chairman of Supervisory Board7yrs€404.00kデータなし
Jing Ulrich
Independent Member of Supervisory Board7yrs€103.00kデータなし
Ian Gallienne
Independent Member of Supervisory Board9.9yrs€254.00kデータなし
Bodo Uebber
Independent Member of Supervisory Board7yrs€308.00kデータなし
Nassef Onssy Sawiris
Independent Deputy Chairman of Supervisory Board9.9yrs€134.28kデータなし
Christian Klein
Independent Member of Supervisory Board5.8yrs€166.57kデータなし
Jackie Joyner-Kersee
Independent Member of Supervisory Board5yrs€104.00kデータなし
Bastian Knobloch
Employee Representative Member of the Supervisory Board4.3yrs€105.00kデータなし
Paul Seline
Employee Representative Deputy Chairman of Supervisory Board2yrs€159.42kデータなし
6.4yrs
平均在職期間
59.5yo
平均年齢

経験豊富なボード: ADSの 取締役会 は 経験豊富 であると考えられます ( 6.4年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/03 11:09
終値2026/04/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

adidas AG 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。62

アナリスト機関
Volker BosseBaader Helvea Equity Research
Knut WollerBaader Helvea Equity Research
Jonathan KompBaird