Battle of the trainers: Nike vs Adidas
Posted: September 8th, 2019, 2:52 pm
Hi folks,
With encouragement from several here (mainly Salvor and VRD) I've started researching a few overseas (particularly US) stocks. I started to look at Nike (NYSE:NKE) last weekend, but I decided that I should also review Adidas (ETR:ADS) as a yardstick. Both are big firms with Nike at $138.97B and and Adidas E53.035B. The impression I'm currently getting is that Nike's growth in the US has markedly slowed down over the past few years, though has maintained non-US growth, whereas Adidas have grown very strongly over in the US and also in the rest of the world. I have been over some of the segment analysis for both firms, bearing in mind that ADS EoY is December, whereas NKE was May. Also both use somewhat different ways to split regions However I've managed to collect some data which compares US and non-US revenues over the last few periods. Note the screen grab contains raw data and workings as I tried to figure out HTH to compare like4like.
I'd been googling earlier in the week, and found some useful, which suggests that Adidas have taken the lead (perhaps temporarily?) from Nike, as being the most "hip". As usual I can't find exactly the same sources right now. However, after forming a login atLexology, I grabbed some data (alas it's about 15 months old), which uses "image counts on Instagram/Twitter uploads" which verifies this, along with the revenue figures above:
It seems there are lots of articles out there comparing the two. I'll probably try to upload some my condensed reading notes, or just verbatim in a bit. It's interesting to see just how both manufacturers have in the "apparel" space and the numbers of social media likes either firm gets.
here's one of many:
https://www.instagram.com/x_xmellix_x/
Further, note that whilst Nike and Adidas are the "big brands", both firms do own other smaller brands such as Nike own "Converse" and Adidas own "Reebok".
I'll try to upload more in the next few hours/days, but if anyone else has any opinions on any aspect of the these companies, then please chip in! Love to hear more good and bad points regarding either as investment.
thanks Matt
With encouragement from several here (mainly Salvor and VRD) I've started researching a few overseas (particularly US) stocks. I started to look at Nike (NYSE:NKE) last weekend, but I decided that I should also review Adidas (ETR:ADS) as a yardstick. Both are big firms with Nike at $138.97B and and Adidas E53.035B. The impression I'm currently getting is that Nike's growth in the US has markedly slowed down over the past few years, though has maintained non-US growth, whereas Adidas have grown very strongly over in the US and also in the rest of the world. I have been over some of the segment analysis for both firms, bearing in mind that ADS EoY is December, whereas NKE was May. Also both use somewhat different ways to split regions However I've managed to collect some data which compares US and non-US revenues over the last few periods. Note the screen grab contains raw data and workings as I tried to figure out HTH to compare like4like.
I'd been googling earlier in the week, and found some useful, which suggests that Adidas have taken the lead (perhaps temporarily?) from Nike, as being the most "hip". As usual I can't find exactly the same sources right now. However, after forming a login atLexology, I grabbed some data (alas it's about 15 months old), which uses "image counts on Instagram/Twitter uploads" which verifies this, along with the revenue figures above:
It seems there are lots of articles out there comparing the two. I'll probably try to upload some my condensed reading notes, or just verbatim in a bit. It's interesting to see just how both manufacturers have in the "apparel" space and the numbers of social media likes either firm gets.
here's one of many:
https://www.instagram.com/x_xmellix_x/
Further, note that whilst Nike and Adidas are the "big brands", both firms do own other smaller brands such as Nike own "Converse" and Adidas own "Reebok".
I'll try to upload more in the next few hours/days, but if anyone else has any opinions on any aspect of the these companies, then please chip in! Love to hear more good and bad points regarding either as investment.
thanks Matt