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[Your current view on Adidas]
Updated: April 27, 2026
Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.
Adidas looks set to win in three of its four key sports, with the US World Cup as its way into American consumers.
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Of course Adidas starts the call off by talking about breaking the two-hour marathon barrier. The shoe is already reselling on StockX at $5,000.
“In a complicated world with many negative things there are also great sport events” – CEO Bjorn Gulden. Have to say, really like Bjorn a lot.