Retailers Impacted by Weather, Currencies and Travel

The video discusses Inditex's decade-long market outperformance and the risks associated with its high valuation. It also explores Adidas' growth potential, highlighting its recovery from past challenges and the impact of its new CEO. The discussion shifts to investment strategies, emphasizing the importance of structural growth and technology sectors, with mentions of companies like Microsoft and Accenture.

What recovery strategies are being implemented by Adidas under its new CEO?

In what ways is the fashion element integrated into Adidas's business model?

What are the key areas of structural growth identified in the technology sector?