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Adidas North America Q3: Brand Sales Up 8%, Revenue Down 5% With Yeezy Included

Adidas says higher U.S. tariffs raised costs, prompting U.S. price hikes.

Overview

  • North America’s 8% year-on-year increase for the Adidas brand excludes currency effects and was the company’s weakest regional growth in the quarter.
  • Including the discontinued Yeezy line, third-quarter North America revenue fell 5% from a year earlier.
  • Adidas lifted its annual profit outlook last week after preliminary results indicated tariff costs were partly offset.
  • The company raised U.S. prices, with Samba sneakers now starting at $100 on its site after previously listing from about $90.
  • Group sales excluding Yeezy rose 12% in currency-neutral terms, the stronger euro reduced reported revenue by over €300 million, and the running segment grew 30%.