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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities

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Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen

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John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)


Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG

22. December 2020 | 08:37 CET

Nike, RYU Apparel, Adidas - Which share is now setting off at a sprint?

  • Sportswear
Photo credits: RYU Apparel

According to Statista, the global market for sporting goods is worth USD 180 billion. In addition to large established players such as Nike or Adidas, there are many small suppliers in the industry. Both groups are worth a look at because it is a business with high margins and a large addressable market. Especially for small, emerging suppliers, a clear profile and brand building are essential. In addition, online retailing offers excellent opportunities. We show you where the music plays.

time to read: 2 minutes by Carsten Mainitz



Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

Nike - new all-time high marked

The undisputed number 1 in the industry, Nike, presented good quarterly figures as of the end of November last Friday, exceeding market expectations. The stock marked a new all-time high in the area of USD 141.

Nike increased group sales by 9% to USD 11.2 billion, with substantial growth of 24% in the China region. Gross margin slipped slightly to 43.1%, but this was due to higher marketing expenses and charges from Covid-19. The online business was remarkable, with a year-on-year growth rate of 84%. "Driven by compelling, innovative products and global brand momentum, we continue to build on our leadership position. Our strategy is working, and we look forward to what lies ahead," said CEO John Donahoe, summing up the successful quarter.

It is not surprising that several analysts have upgraded the share given the good figures and outlook. On average, the experts see a fair price level of USD 160 and thus a potential of around 14%. Nike is, and remains, a core investment in the industry.

RYU Apparel - innovative and enterprising

RYU Apparel is an emerging urban sportswear brand. The Canadians have launched "Urban Athletics," a new category: tailored innovations for the urban athlete. The product range includes apparel, bags and accessories. RYU manufactures in North America and Asia, with distribution mainly online.

RYU is attracting attention with innovative and novel branding and marketing partnerships. Yesterday, the Company announced that its existing supply of high-performance apparel to Canada Skateboard now includes exclusive sports bags and backpacks. Canada's bags and backpacks have won multiple awards for design and functionality. Bags are the biggest revenue generator thanks to innovation and aesthetics.

Recently, RYU started to promote branding by placing apparel in its new series "The Count". Indeed, research shows that when used correctly, such placements have a more significant impact on brand awareness, brand recall and purchase intent than "regular" TV advertising. We are confident that this enterprising Company will have many more success stories and healthy growth. With a market capitalization of around CAD 21 million, there is still plenty of room for improvement.

Adidas - new year, new strategy, new high?

The number 2 in the sector, Adidas, showed a price recovery to almost EUR 300 in December. In the wake of the good Nike figures and due to the weak Dax on Monday, the shares fell slightly.

Sentiment for the sports and lifestyle sector remains good. The strong recovery after previous burdens from Corona as well as the high growth momentum of online retailing inspires investors. Also, rumors that Adidas could divest itself of the Reebok brand have recently increased again. Reebok only accounts for a small share of Group sales and has had to be restructured in the past. The Dax member had announced a few months ago that it was looking at several options for the future of Reebok.

Investors who invested in the title a year ago are now slightly in the red. But those who have been on board for longer have seen gains of more than 200 percent in the last 5 years. We are convinced that Adidas will surprise positively next year. In March 2021, the Group will unveil its new strategy. We have every confidence in the charismatic CEO Kasper Rorsted, who has led the Company to new records since autumn 2016. A new all-time high in 2021 would then come as no surprise.


Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

29. December 2020 | 09:00 CET | by André Will-Laudien

RYU Apparel, Adidas, Under Armour - Styling high on the agenda!

  • Sportswear

The third wave of closures in Austria and now complete lockdown! Until January 18, not much is running in the Alpine country - however, the ski resorts are still open. Sports training is not a problem even in pandemic conditions - likely responsible for this is the strong lobby of ski tourism, which extends from hoteliers, restaurant owners, and mountain railway operators to the sports industry. The government followed the request and successfully resisted European uniformity. Reason: The Austrian gross domestic product is dependent on tourism to 37%, and here the winter pays two-thirds of the fee again. Turning off the tap at this point would immediately raise the question of who has to bear the economic damage. In any case, the EU will not pay - this has already been announced, so that skiing pleasure remains possible in Austria. We look at the sports and styling industry - is a new outdoor boom starting?


25. November 2020 | 11:24 CET | by André Will-Laudien

RYU Apparel, Nike, Abercrombie - Black Week Online is booming!

  • Sportswear

The Bitcoin goes through the roof with USD 19.400, and Amazon & Co. is ringing the cash box. We are in Black Week - the shopping week with the highest turnover of the year. Introduced originally as Black Friday, it was the Friday following Thanksgiving, when 85% of all North Americans don't have to go to work. And what do Americans prefer to do than shop? US retailers make about 20% of their annual sales during this time because there are also early Christmas purchases. In COVID-19 times the picture is again in favour of online business. Yesterday the Black Week started with great discount offers, today the Dow Jones jubilates with new highs - we take a closer look at prominent representatives of the styling industry.


16. November 2020 | 10:15 CET | by Carsten Mainitz

Adidas, RYU Apparel, Puma: Rising returns

  • Sportswear

It is not always high-tech shares or highly speculative investments with which an investor can generate high returns. Those investors who have patience and foresight have been able to look forward to a number of share price multiplications at many sporting goods manufacturers in recent years. There is no standard success formula for the participants such as Nike, Adidas, Under Armour or Puma. The developments have not been without their setbacks. Investors should pay attention to newcomers in the industry with innovative approaches.