adidas AG

XTRA:ADS Stok Raporu

Piyasa değeri: €25.9b

adidas Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Bjorn Gulden

İcra Kurulu Başkanı

€7.4m

Toplam tazminat

CEO maaş yüzdesi29.80%
CEO görev süresi3.3yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi3.3yrs
Yönetim Kurulu ortalama görev süresi6.3yrs

Son yönetim güncellemeleri

Recent updates

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 Tazminat Analizi

Bjorn Gulden'un ücretlendirmesi adidas'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Bjorn 'nin toplam tazminatı ($USD 8.67M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.71M ).

Tazminat ve Kazançlar: Bjorn 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Bjorn Gulden (60 yo)

3.3yrs
Görev süresi
€7,383,585
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Bjorn Gulden
Chairman of Global Brands3.3yrs€7.38mVeri yok
Harm Ohlmeyer
CFO & Member of Executive Board9.1yrs€3.32mVeri yok
Michelle Robertson
Global Head of HR3.3yrs€2.53mVeri yok
Mathieu Sidokpohou
Member of Executive Board & Chief Commercial Officer1.4yrs€1.06mVeri yok
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board12.8yrs€208.00kVeri yok
Linda Evenhuis
Emp Rep Member of Supervisory Boardno data€96.85kVeri yok
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Managementno data€128.14kVeri yok
Sebastian Steffen
Senior Vice President of Investor Relations & Corporate Communicationsno dataVeri yokVeri yok
Jan Heinemann
General Counselno dataVeri yokVeri yok
Aimee Arana
Senior VP and GM of Global Product - Training7yrsVeri yokVeri yok
Markus Morent
Managing Director for Korealess than a yearVeri yokVeri yok
3.3yrs
Ortalama Görev Süresi
54.5yo
Ortalama Yaş

Deneyimli Yönetim: ADS 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Gunter Weigl
Senior VP of Brand Partnerships & Employee Representative Member of Supervisory Board6.9yrs€208.00kVeri yok
Linda Evenhuis
Emp Rep Member of Supervisory Board1.9yrs€96.85kVeri yok
Thomas Sapper
Employee Representative Member of Supervisory Board & Senior Director of Tech Project Management1.9yrs€128.14kVeri yok
Thomas Rabe
Independent Chairman of Supervisory Board6.9yrs€404.00kVeri yok
Jing Ulrich
Independent Member of Supervisory Board6.9yrs€103.00kVeri yok
Ian Gallienne
Independent Member of Supervisory Board9.8yrs€254.00kVeri yok
Bodo Uebber
Independent Member of Supervisory Board6.9yrs€308.00kVeri yok
Nassef Onssy Sawiris
Independent Deputy Chairman of Supervisory Board9.8yrs€134.28kVeri yok
Christian Klein
Independent Member of Supervisory Board5.7yrs€166.57kVeri yok
Jackie Joyner-Kersee
Independent Member of Supervisory Board4.9yrs€104.00kVeri yok
Bastian Knobloch
Employee Representative Member of the Supervisory Board4.3yrs€105.00kVeri yok
Paul Seline
Employee Representative Deputy Chairman of Supervisory Board1.9yrs€159.42kVeri yok
6.3yrs
Ortalama Görev Süresi
59.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ADS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 14:38
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

adidas AG 62 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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