Adidas首席执行官表示，新的关税将直接增加产品在美国的成本，预计下半年将损失约2.18亿美元。由于越南和印度尼西亚等主要采购国面临进口税，Adidas将效仿竞争对手Nike及其他零售商，提高产品在美国的售价以抵消成本上涨。尽管面临不确定性，Adidas仍维持2025年全年运营利润在17亿至18亿欧元的初步预测，但首席执行官也表示，最终结果可能有所变化。受此消息影响，Adidas在法兰克福的股价下跌了7%。

🛜 Adidas首席执行官确认，新的关税政策将直接导致其产品在美国市场的成本上升。公司预计，在2025年下半年，这些关税可能会给公司带来约2亿欧元（约合2.18亿美元）的损失，并且在第二季度已经受到了两位数欧元数百万的负面影响。

🌏 Adidas的产品主要从越南和印度尼西亚等国家采购，而这些国家将面临新的进口关税。具体来说，作为Adidas最大的采购国，越南（占公司总量的27%）将从8月1日起面临20%的关税；印度尼西亚（占公司产品19%）将面临19%的关税。

📈 为了应对成本的增加，Adidas计划在美国市场提高产品价格，以抵消关税带来的影响。此举与竞争对手Nike及Macy's、Shein、Temu、Ford和Walmart等其他公司采取的策略一致，它们也表示将通过涨价来弥补因关税导致的成本上升。

🔮 Adidas对2025年剩余时间的展望持谨慎态度，首席执行官指出，全球的波动性和不确定性使得大胆预测不合时宜。公司尚不确定美国的最终关税税率，并对关税可能引发的通货膨胀对消费者需求产生的间接影响表示担忧。

📊 尽管面临关税压力和市场不确定性，Adidas仍维持了2025年全年运营利润在17亿至18亿欧元之间的初步预测，并表示目前对实现这一目标感到有信心，但承认情况可能随时发生变化。在财报方面，公司第二季度营收同比增长约2%，至近60亿欧元，运营利润同比增长58%，至5.46亿欧元。

Adidas' CEO has said tariffs "will directly increase the cost of our products for the US."The retailer sources many products from Vietnam and Indonesia, which are facing import levies.The company joins other companies, including rival Nike, saying they will raise prices to offset tariffs.

Adidas is the latest company to say it will raise prices in the US because of tariffs.

"The latest iteration of tariffs will directly increase the cost of our products for the US," CEO Bjørn Gulden said Wednesday, adding the levies could cost the company 200 million euros, around $218 million, in the second half of the year.

He added the company had a "negative impact in the double-digit euro millions" from tariffs in Q2.

In a statement accompanying the sportswear giant's most recent results, Gulden added that the company was wary of a bullish outlook for the rest of 2025 because, "We feel the volatility and uncertainty in the world does not make this prudent. We still do not know what the final tariffs in the US will be."

He was speaking as countries from which Adidas sources much of its products face tariffs.

Vietnam, Adidas's largest sourcing country, accounting for 27% of the company's total volume, will face a 20% tariff from August 1. Indonesia made 19% of Adidas' products and will face a 19% tariff.

Adidas joins other companies saying they will raise prices because of tariffs. Its rival Nike said at the end of June that it would raise prices in the US to offset a predicted $1 billion rise in costs.

Macy's, Shein, Temu, Ford, and Walmart have also said they will raise prices to offset tariffs.

Gulden added the company does not know "what the indirect impact on consumer demand will be should all these tariffs cause major inflation."

He said Adidas will stick to its initial outlook for 2025 of operating profit between €1.7 and 1.8 billion. "We currently feel confident to deliver it, but of course this might change," Gulden said.

Adidas's stock was down 7% to €13.85 a share on Frankfurt's stock exchange at 12:30 p.m. local time.

Revenue jumped about 2% year-on-year to almost €6 billion in the three months ending June 30. Operating profit rose 58% year-on-year in the second quarter to €546 million.