九连涨！阿迪达斯二季度大中华区营收又涨11%

Core Insights - Adidas reported a strong performance in Q2 2023, with global revenue reaching €6 billion, a 12% year-on-year increase, and operating profit rising by 58% to €546 million [1] - The Greater China region showed particularly impressive results, with Q2 revenue of €798 million, up 11% year-on-year, and a total of €1.827 billion for the first half of the year, reflecting a 13% increase [1] - The company has experienced nine consecutive quarters of growth in the Greater China market, attributed to a localized strategy that focuses on consumer engagement and cultural relevance [1][2] Financial Performance - For the first half of 2023, Adidas achieved global revenue of €12.105 billion, a 14% increase year-on-year, and operating profit of €1.2 billion, up 70% [1] - The gross margin improved to 51.7%, an increase of 0.9 percentage points compared to the previous year [1] Strategic Initiatives - Adidas is actively engaging in local sports events, such as the 2024-2025 National Youth Campus Football League and grassroots basketball leagues, to enhance its influence among sports enthusiasts [2] - The company has launched its first global flagship store in Shanghai and introduced new product lines, including a pet series, to attract consumer interest [2] - Collaborations with designers and athletes have been emphasized to incorporate trendy elements into products, further boosting brand visibility [2] Challenges and Outlook - Despite the positive performance, Adidas anticipates an increase in product costs in the U.S. by €200 million due to tariffs and other factors [2] - The company expects to maintain double-digit revenue growth for the year, with operating profit projected to remain between €1.7 billion and €1.8 billion [2]