{"id":258,"date":"2024-10-31T17:31:54","date_gmt":"2024-10-31T16:31:54","guid":{"rendered":"https:\/\/app.agence2d.be\/gbl\/?page_id=258"},"modified":"2024-11-05T21:51:32","modified_gmt":"2024-11-05T20:51:32","slug":"adidas-investment-case","status":"publish","type":"page","link":"https:\/\/app.agence2d.be\/gbl\/portfolio\/adidas-investment-case\/","title":{"rendered":"Adidas Investment case"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\tOverview<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tInvestment case<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tInfluence<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tThe sporting goods industry is expected to grow + 5-7% annually over the next few years, driven by secular trends:\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • Athleisure: a global fashion trend toward casual dress<\/li>
  • Health & wellness: growing awareness on improving health and quality of life<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    adidas is a strong brand in the design and distribution of sporting goods<\/strong>, #2 worldwide with (i) growing brand heat, (ii) strong innovation capabilities and (iii) multiple sponsorship agreements and partnerships.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    \n\t\t\t\t\t\t\tSales growth potential in the mid- to long-term is mainly supported by:\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • The increasing share of sports-inspired lifestyle items in adidas\u2019 product range<\/li>
    • An omni-channel approach encompassing strong sales dynamics from third-party distribution (wholesalers) and a Direct-to-Consumer model (e-commerce and own stores)<\/li>
    • Balanced growth across all geographies<\/li>
    • The US and China, where market share gains are possible<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      The company\u2019s current focus lies on top-line growth while improving margins. Key drivers for potential EBIT margin improvement are (i) more favorable product and geographic mix and (ii) cost efficiency\/overhead optimization, mainly through economies of scale.<\/p>\n

      adidas has a solid balance sheet and strong cash conversion.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

      OverviewInvestment caseInfluence The sporting goods industry is expected to grow + 5-7% annually over the next few years, driven by secular trends: Athleisure: a global fashion trend toward casual dress Health & wellness: growing awareness on improving health and quality of life adidas is a strong brand in the design and distribution of sporting goods, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":33,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"footnotes":""},"class_list":["post-258","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/258","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/comments?post=258"}],"version-history":[{"count":16,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/258\/revisions"}],"predecessor-version":[{"id":901,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/258\/revisions\/901"}],"up":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/33"}],"wp:attachment":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/media?parent=258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}