Adidas Should Reassure Amid Difficult Environment -- Market Talk

Dow Jones04-01

1102 GMT - Adidas should offer a degree of reassurance amid concerns around the implications of the war in the Middle East, analysts at UBS write in a note to clients. "Sentiment across consumer sectors amid rising oil prices is, unsurprisingly, quite negative," they say. In this landscape, maintaining the sales momentum is as critical as gross margin resilience, particularly as the conflict raises concerns around cost pressures into late 2026 and 2027, UBS says. The analysts expect the German sporting-goods company to deliver broadly stable margins for the first quarter. This could alleviate concerns for the remainder of 2026, as the first quarter has historically been a reliable barometer for full-year performance, they add. Shares trade 0.5% higher. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 07:02 ET (11:02 GMT)

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The analysts expect the German sporting-goods company to deliver broadly stable margins for the first quarter. This could alleviate concerns for the remainder of 2026, as the first quarter has historically been a reliable barometer for full-year performance, they add. Shares trade 0.5% higher. 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