Adidas

13 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Apr 6, 2022 by David Rosenthal · said 82 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (52), Ben Gilbert (28), Jim Weber (2)

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2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 76 mentions in 1 episode
2022 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Adidas, oldest first

Apr 6, 2022 positive
Assertion Supported
Brooks Running Grew From Millions to Over $1B Revenue Under Jim Weber
“What they went from under Jim, they went from like de minimis small number of millions of revenue to over a billion in revenue a year competing with Nike and Adidas.”
David Rosenthal Apr 6, 2022 ▶ 1:00 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
Jul 25, 2023
Assertion Supported
Bill Bowerman Pitched Shoe Designs Directly to Adi Dassler in the 1950s
“Based on letters in the University of Oregon and Nike archives, Bill Bowerman corresponded directly with many footwear manufacturers in the 19 fifties, so like 15 plus years before this, including Adi Dassler, directly to Adi Dassler, trying to purchase shoes …”
Ben Gilbert Jul 25, 2023 ▶ 31:27 Nike (Audio) · Acquired
Jul 25, 2023 neutral
Assertion Supported
Nike Is More Than Twice the Size of Adidas
“For context, today, Nike is, what, more than twice the size of Adidas?”
David Rosenthal Jul 25, 2023 ▶ 2:56:16 Nike (Audio) · Acquired
Jul 25, 2023
Assertion Supported
Jesse Owens Won the 1936 Berlin Olympics Wearing Adidas Shoes
“Jesse Owens wins the 1936 Olympics, the big American demonstration. Literally beating Hitler in Berlin, in Germany, in Adidas shoes.”
David Rosenthal Jul 25, 2023 ▶ 15:45 Nike (Audio) · Acquired
Jul 25, 2023
Assertion Supported
Rob Strasser and Peter Moore Left Nike to Lead Adidas America
“An item among many that is not discussed in the movie is that Rob, shortly after signing Jordan, had an enormous fight with Phil Knight, left the company with Peter Moore, who was the designer behind Jordan's, and ended up joining Adidas as CEO of Adidas Ameri…”
David Rosenthal Jul 25, 2023 ▶ 4:43 Nike (Audio) · Acquired
Jul 25, 2023 neutral
Assertion Supported
Top Track Programs Had to Buy All Team Footwear in the 1960s
“At this point in time, even the legendary Bill Bowerman and the University of Oregon, they bought all the shoes. Nobody was giving them shoes. It was like a major line item in their budget.”
David Rosenthal Jul 25, 2023 ▶ 27:32 Nike (Audio) · Acquired
Jul 25, 2023 positive
Assertion Not checkable as stated
Tegus Calls Show Adidas Struggling for Brand Coolness Unlike Nike
“I mean, you listen to these Tegas calls with Adidas people, and they're like, our issue is how to figure out how to make the brand cool again, and that does not show up in any way, shape, or form in the Nike interviews.”
Ben Gilbert Jul 25, 2023 ▶ 3:57:27 Nike (Audio) · Acquired
Jul 25, 2023
Assertion Supported
The Sneaker Industry Follows a Power Law With Adidas Half Nike's Size
“There's Nike, there's Adidas that's half their size, and then the third place player is well less than half of Adidas' size.”
David Rosenthal Jul 25, 2023 ▶ 3:08:33 Nike (Audio) · Acquired
Jul 25, 2023 negative
Assertion Supported
Adidas's Annual Profit Plunged From $2B to Under $100M
“Adidas' net income has basically evaporated and gone to zero. They used to make over two billion dollars a year in profit, and the last four quarters on a rolling basis, they've made less than a hundred million. So two billion down to a hundred million. And th…”
Ben Gilbert Jul 25, 2023 ▶ 3:47:45 Nike (Audio) · Acquired
Jul 25, 2023 neutral
Assertion Supported
Adidas Acquired Sports Inc. and Made Rob Strasser CEO of Adidas America
“Adidas buys the company, Moves their North American headquarters to Portland, Oregon, and makes Strasser the CEO of Adidas America.”
David Rosenthal Jul 25, 2023 ▶ 2:35:28 Nike (Audio) · Acquired
Jul 25, 2023
Insight
Running, Basketball, and Tennis Are the Only Footwear Sports That Matter
“There are actually only three sports that matter. So Nike, Adidas, you know, Reebok, they sponsor lots of sports, but running, basketball, and tennis are the only sports that matter, because those are the only shoes that normal people can wear. Normal people d…”
David Rosenthal Jul 25, 2023 ▶ 1:54:55 Nike (Audio) · Acquired
Jul 25, 2023 neutral
Assertion Partly supported
Adidas Maintained Higher Gross Margins Than Nike for a Decade
“Nike's current rolling last four quarter gross profit margin is 44% Adidas is 46%, and Adidas every single quarter for the last 10 years has had a higher gross margin.”
Ben Gilbert Jul 25, 2023 ▶ 3:16:07 Nike (Audio) · Acquired
Jul 25, 2023
Assertion Supported
Rudolf Dassler Founded Puma After a Post-WWII Split With Brother Adi
“Anyway, crazy, Rudy goes across town and starts a competing company after the war named Puma.”
David Rosenthal Jul 25, 2023 ▶ 16:53 Nike (Audio) · Acquired
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