Adidas Revenue Breakdown, Source: Adidas Q2 Filing Adidas' revenue growth in the first half of 2017 has been substantial in comparison to 2016 numbers. They have shown great strength in both China and North America. As Adidas is a German company, growth in markets outside of Western Europe is a great sign for the brand's momentum. A lot of this revenue growth is coming from the running segment of Adidas' business. The 27% growth in running revenue has been driven by their boost franchises. On the Q2 conference call, CEO Kasper Rorsted made it clear that there is still a Boost capacity constraint. Despite growing the Boost business 100% over the same quarter last year, they still may not be able to reach demand levels until 2019. Some may believe it is negative that they are unable to meet demand because they are not maximizing revenue potential. I actually believe this will allow Boost to be a catalyst for a longer period of time as there is still an element of exclusivity in purchasing them.