adidas AG (ADDYY) Q1 2026 Earnings Call Transcript

adidas AG (ADDYY) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 2, 2026

Adidas reports first-quarter operating profit above expectations

Germany's Adidas was helped ​by strong demand despite what CEO Bjorn ‌Gulden described as a "very volatile and heavily discounted" retail environment, especially in sneakers.

Reuters • Apr 29, 2026

Adidas stock: why is Q1 profit up 16% while rivals struggle?

Adidas reported first-quarter operating profit of €705 million, beating analyst expectations as robust demand for apparel and performance categories helped the German sportswear group start 2026 on a strong footing. The result was above the €647 million average estimate in a company-compiled analyst consensus and marked a 16% increase from €610 million a year earlier.

Invezz • Apr 29, 2026

Adidas Reiterates Targets But Warns of Volatile Market Conditions

The sporting-goods company confirmed its outlook for the year but noted that the current environment is characterized by economic challenges and high uncertainty.

WSJ • Apr 29, 2026

Adidas shares pop after beating Nike to sub-two-hour marathon milestone

German sportswear maker Adidas' shares rose 1.7% on Monday after Kenya's Sabastian ​Sawe won the London Marathon and ​became the first man to run ⁠a marathon in under two ​hours in an official race, while ​wearing the brand's flagship trainers.

Reuters • Apr 27, 2026

Adidas shares rise after London Marathon winner breaks two-hour barrier

Shares in Adidas rose in opening trade following Sunday's London Marathon, in which winner Sabastian Sawe broke a world record with a sub-two hour marathon run in a competitive race wearing the brand's trainers.

CNBC International TV • Apr 27, 2026

adidas and Saudia Unveil "Made to Fly" Travel Pack

A first-of-its-kind collaboration bridging sportswear and aviation Jeddah, Saudi Arabia--(Newsfile Corp. - April 22, 2026) - adidas and Saudia introduce the adidas x Saudia Made to Fly pack, a first-of-its-kind collaboration in the region bringing together sportswear and aviation, marking a new frontier at the intersection of sport, culture and travel across the Kingdom of Saudi Arabia, the United Arab Emirates, the Arab Republic of Egypt and the Kingdom of Morocco. The collection is set to launch in retail on April 20.

Newsfile Corp • Apr 22, 2026

NIKE vs. adidas: Which Athletic Leader Deserves Investors' Attention?

NKE and ADDYY battle for global share through digital expansion, innovation and category growth as both refine strategies for future performance.

Zacks Investment Research • Apr 22, 2026

Adidas Is Winning The Hearts And Minds Of Consumers Globally As Nike Falls

In the highly competitive sportswear industry, Nike holds a commanding lead—but its lead is narrowing. Adidas, the number two player, just reported double-digit growth across all segments and markets in the fourth quarter of 2025, reaching $29 billion (€24.8 billion) in annual sales.

Forbes • Apr 8, 2026

adidas: Valuation Is Not Reflecting The Improved Fundamentals (Rating Upgrade)

I upgrade adidas to Buy as the business recovery is now clear, with broad-based growth and improved product quality. ADDYY delivered 13% FX-neutral revenue growth and 54% EBIT growth in FY25, even without Yeezy contributions. North America has shifted from a drag to a growth contributor, reducing a key risk to the turnaround thesis.

Seeking Alpha • Apr 1, 2026