Adidas Would Lose Market Share from a Nike Turnaround -- Market Talk

Dow Jones01-06

1244 GMT - Adidas will grow more slowly and generate lower margins than previously anticipated, Bank of America analyst Thierry Cota writes as the brokerage cuts its rating on the stock to underperform from buy. A resurgent Nike could compound the German retailer's struggles amid a broader--and unexpectedly prolonged--sector slowdown, the analyst adds. A stronger than expected turnaround would lead to market-share gains for Nike at the expense of Adidas, Cota says. Elsewhere, JD Sports will suffer from its large and rising fixed costs amid a sectorwide slowdown, Cota adds, as the company has little room to increase margins. Adidas is the biggest faller in the German DAX--down 6.1%--while JD Sports Fashion falls 5.8% in London. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 06, 2026 07:44 ET (12:44 GMT)

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Elsewhere, <a href=\"https://laohu8.com/S/JD\">JD</a> Sports will suffer from its large and rising fixed costs amid a sectorwide slowdown, Cota adds, as the company has little room to increase margins. Adidas is the biggest faller in the German DAX--down 6.1%--while JD Sports Fashion falls 5.8% in London. 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A resurgent Nike could compound the German retailer's struggles amid a broader--and unexpectedly prolonged--sector slowdown, the analyst adds. A stronger than expected turnaround would lead to market-share gains for Nike at the expense of Adidas, Cota says. Elsewhere, <a href=\"https://laohu8.com/S/JD\">JD</a> Sports will suffer from its large and rising fixed costs amid a sectorwide slowdown, Cota adds, as the company has little room to increase margins. Adidas is the biggest faller in the German DAX--down 6.1%--while JD Sports Fashion falls 5.8% in London. 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A resurgent Nike could compound the German retailer's struggles amid a broader--and unexpectedly prolonged--sector slowdown, the analyst adds. A stronger than expected turnaround would lead to market-share gains for Nike at the expense of Adidas, Cota says. Elsewhere, JD Sports will suffer from its large and rising fixed costs amid a sectorwide slowdown, Cota adds, as the company has little room to increase margins. Adidas is the biggest faller in the German DAX--down 6.1%--while JD Sports Fashion falls 5.8% in London. 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