Research
FORUM TRANSCRIPT

Forum Pulse: European Sports Retail – Adidas, Puma & Nike – Q4 2021 Update – 13 December 2021

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Director at IIC-Intersport International Corp GmbH

Agenda

  • Q4 2021 growth trends in Europe for the sports retail wholesale channel across lifestyle and performance products – quarterly trends in footfall and average basket size
  • Competitive dynamics among Adidas (ETR: ADS), Nike (NYSE: NKE) and Puma (ETR: PUM) plus smaller challenger brands
  • Supply chain risks, inventory challenges and impact on gross margins
  • Channel mix changes including online trends in light of the Omnicron variant and brands’ D2C approach

Questions

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