Summary
Under Armour: Continued Revenue Declines Are A Major Red Flag
Under Armour faces an existential crisis, with its brand image fading and shares down 75% over five years. I reiterate my sell rating, citing worsening sales trends, downward guidance revisions, and a deteriorating earnings profile. UA's SKU reduction strategy and marketing budget cuts may not offset competitive pressures and double-digit declines in Asia.
Under Armour Q1 Earnings Call Highlights
Under Armour NYSE: UA . lowered its fiscal 2027 revenue outlook after first-quarter sales declined 3% to $1.1 billion, citing softer consumer demand in North America and Asia-Pacific and a more promotional retail environment.
Under Armour slashes revenue outlook as fiscal first quarter sales decline
Under Armour Inc (NYSE:UA) slipped about 2% after the athletic apparel maker reported fiscal first quarter results that included an earnings beat but slightly weaker-than-expected revenue and a more cautious full-year outlook. Under Armour reported adjusted diluted earnings per share of $0.05 for the quarter, ahead of the Wall Street consensus estimate of $0.02.
Under Armour Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 1,878 | $14,644.24 | $12,582.6 | -$2,061.64 | -14.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 115,298 | $717,148 | $683,717.14 | -$33,430.86 | -4.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,465 | $41,999.01 | $33,618 | -$8,381.01 | -19.96% |
 Perm Watsa Fairfax Financial Holdings | 22M | $117.76M | $115.5M | -$2.27M | -1.92% |
| NA Nizar Araji National Bank Of Canada /FI/ | 153,847 | $916,944.24 | $911,543.47 | -$5,400.77 | -0.59% |
Under Armour Inc. (UA) FAQ
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Under Armour Inc. Profile
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Kevin A. Plank CEO | NYSE Exchange | 904311206 CUSIP |
| US Country | 14,100 Employees | - Last Dividend | 13 Jun 2016 Last Split | - IPO Date |
Overview
Under Armour, Inc., founded in 1996 and headquartered in Baltimore, Maryland, operates on a global scale, developing, marketing, and distributing performance apparel, footwear, and accessories for men, women, and youth. The brand is known for offering products in various fit types - compression, fitted, and loose - catering to diverse needs of the athletic and active lifestyle communities. Under Armour sells its products through both wholesale channels — including sporting goods chains, independent retailers, and department stores — and direct to consumers through its brand and factory house stores and e-commerce platforms. It maintains a presence in regions such as the United States, Canada, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America, showcasing its international reach and appeal.
Products and Services
- Performance Apparel:
Offered in compression, fitted, and loose fit types, Under Armour’s apparel range includes innovative designs that cater to athletic performance and comfort. Highlight brands include HEATGEAR for hot conditions and COLDGEAR for cold conditions, designed to regulate body temperature and enhance performance regardless of weather conditions.
- Footwear:
The footwear line includes options for running, training, basketball, cleated sports, recovery, and outdoor adventures. Featuring the HOVR brand, known for its comfort and energy return, these shoes are designed to support various athletic activities and lifestyle needs.
- Accessories:
This category encompasses gloves, bags, headwear, and sports masks, among others, offering a comprehensive range of products to complement the athletic wardrobe and requirements. This includes practical items for sport and everyday use, highlighting functionality and style.
- Digital Subscription and Advertising Services:
Under Armour extends its brand into the digital realm with platforms like MapMyRun and MapMyRide, offering subscription and advertising services. These platforms cater to a community of athletes and enthusiasts by providing valuable data, tracking capabilities, and interactive features to enhance their training and performance.
