Adidas – Growth Challenges in China – 1 December 2021

  • Public Equity
  • Consumer
  • Greater China


Former VP at Nike Inc.


  • Organic sales growth outlook and drivers of Adidas's (ETR: ADS) recent underperformance in China, highlighting coronavirus, supply chain issues and stale product mix
  • Range improvement opportunities across running, basketball and women’s apparel battlegrounds, touching on product and price positioning
  • Distribution analysis – store optimisation opportunities across franchised and directly owned, plus online sales outlook
  • 2021-23 operating margin outlook


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