阿迪达斯首席执行官：涨价将仅限于美国。 ...

阿迪达斯首席执行官：集团拥有强大的供应链。将对最终关税进行定价审查。我们并未因美国关税而取 消任何订单。 ...

Group 1 - The core viewpoint of the article highlights Adidas' second-quarter performance, showing a revenue of €5.95 billion, which represents a year-on-year growth of 2.2%, although it fell short of the forecast of €6.21 billion [1] - The net profit for the quarter reached €369 million, marking a significant year-on-year increase of 94%, surpassing the expected €336.3 million [1] - The gross margin improved to 51.7%, compared to 50.8% in the same period last year, and exceeded the forecast of 51.5% [1]

阿迪达斯首席财务官：库存状况非常好。 ...

Core Insights - Adidas shares declined by 8.3% following the announcement of a significant financial impact from U.S. tariffs, estimating a hit of 200 million euros ($231 million) in the second half of the year [1] - The company expressed concerns about potential risks to consumer demand due to inflation triggered by tariffs, while maintaining its full-year guidance amidst elevated uncertainty [2] - Despite challenges, Adidas reported a 2% year-on-year increase in second-quarter revenues, totaling 5.95 billion euros, although this fell short of analyst expectations [3] Financial Impact - The anticipated cost increase from tariffs could reach 200 million euros ($231 million) in the latter half of the year [1] - The company reported a negative currency impact of 300 million euros on revenues [3] - Operating profit for the second quarter rose by 58% year-on-year to 546 million euros, exceeding forecasts of 518 million euros [3] Sales Performance - Second-quarter sales growth was noted at 2% year-on-year, with the U.S. market experiencing the weakest growth [3] - Full-year currency-neutral sales are expected to increase at a high-single digit rate, with operating profit projected between 1.7 billion euros and 1.8 billion euros [2]

智通财经7月30日电，阿迪达斯股价下跌6.8%，原因是收入增长低于预期。 ...

Core Viewpoint - Adidas reported significant losses in Q2 due to the Trump administration's global tariff policies, warning of potential cost increases of up to €200 million (approximately $231 million) for its U.S. sales in the second half of the year [1] Financial Performance - Adidas' Q2 net sales grew by 2.2% year-on-year to €5.95 billion, slightly below Wall Street's average expectation of €6 billion, impacted by approximately €300 million in adverse currency effects [2] - The company's inventory increased by 16% to €5.26 billion as a result of early procurement of sports products before the tariffs took effect [1] Market Outlook - Adidas maintained its full-year guidance, expecting sales growth in the high single digits and operating profit between €1.7 billion and €1.8 billion, which is stronger than market expectations [1] - The company faces challenges from U.S. tariffs on exports from its major sourcing countries, Vietnam and Indonesia, which account for about 27% and 19% of its product scale, respectively [2] Competitive Landscape - Nike, a major competitor, reported a significant decline in net profit by 86% to $211 million, indicating the severe impact of tariffs on international sports brands [2] - Analysts from JPMorgan view the 2026 World Cup, co-hosted by the U.S., Canada, and Mexico, as a potential catalyst for sales growth for Nike and other sports brands, predicting a recovery in operating profit margins [3]

Core Insights - Adidas has announced that tariffs will increase costs by $231 million in the second half of the year [1] Group 1 - The company expects a significant impact on its financials due to increased tariffs [1]

Group 1 - The core point of the article highlights Adidas' strong financial performance in the second quarter, with operating profit reaching €546 million, a year-on-year increase of 58%, surpassing the forecast of €503.1 million [1] - Gross profit amounted to €3.08 billion, reflecting a year-on-year growth of 4%, although it fell short of the expected €3.19 billion [1] Group 2 - The gross margin for the quarter was reported at 51.7%, an increase from 50.8% in the same period last year, and above the forecast of 51.5% [2]

智通财经7月30日电，阿迪达斯 第二季度营收59.5亿欧元，预估62.1亿欧元。 ...