Under Armour (UAA)

Re: Under Armour (UAA)

Postby behappyalways » Tue May 12, 2020 5:02 pm

Under Armour shares fall after wider-than-expected losses
https://www.marketwatch.com/story/under ... ck_seemore
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Re: Under Armour (UAA)

Postby winston » Sun Aug 23, 2020 8:35 pm

Under Armour (UAA)

Trailing Sales Multiple: 1.0

Under Armour has been the eyesore of the athletic apparel space for several years, posting sluggish growth on anemic margins while competing brands like Nike (NYSE:NKE), Lululemon (NASDAQ:LULU) and Adidas (OTCMKTS:ADDYY) have been firing on all cylinders.

This fundamental under-performance is reflected in the stock valuation.

UAA stock presently trades at just 1.0-times trailing sales. The stock’s five-year-average trailing sales multiple is 2.4.

But this fundamental under-performance may end soon.

Under Armour management is finally fixing the company’s branding problem. That is, they are taking aggressive steps to cut back on UA product sale through off-price channels, and move into a more fleshed out direct channel.

These moves should dramatically boost brand equity and the customer experience, leading to increased product demand, higher sales and better margins.

Plus, NBA star Joel Embiid is set to launch his first signature shoe in September, while Under Armour’s biggest athlete — former NBA MVP Steph Curry — will likely launch his own “Curry” brand soon (something like the Jordan brand for Nike).

All of these catalysts will inevitably converge on a hugely discounted valuation on UAA stock to spark meaningful out-performance in the stock over the next 6 to 12 months.

Source: Investor Place
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Re: Under Armour (UAA)

Postby winston » Sun Sep 20, 2020 8:51 am

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Under Armour (UAA)
Price/Sales Ratio: 1.2

Under Armour has been the eyesore of the athletic apparel space for several years, posting sluggish growth on anemic margins while competing brands like Nike (NYSE:NKE), Lululemon (NASDAQ:LULU) and Adidas (OTCMKTS:ADDYY) have been firing on all cylinders.

This fundamental under-performance is reflected in the stock valuation.

UAA stock presently trades at just 1.0-times trailing sales. The stock’s five-year-average trailing sales multiple is 2.4.

But this fundamental under-performance may end soon.

Under Armour management is finally fixing the company’s branding problem. That is, they are taking aggressive steps to cut back on UA product sale through off-price channels, and move into a more fleshed out direct channel.

These moves should dramatically boost brand equity and the customer experience, leading to increased product demand, higher sales and better margins.

Plus, NBA star Joel Embiid is set to launch his first signature shoe in September, while Under Armour’s biggest athlete — former NBA MVP Steph Curry — will likely launch his own “Curry” brand soon (something like the Jordan brand for Nike).

All of these catalysts will inevitably converge on a hugely discounted valuation on UAA stock to spark meaningful out-performance in the stock over the next 6 to 12 months.

Source: Investor Place
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Re: Under Armour (UAA)

Postby winston » Sat Oct 31, 2020 11:06 am

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Under Armour forecasts full-year revenue above estimates

by Uday Sampath

BENGALURU (Oct 30): Under Armour Inc forecast full-year revenue above analysts' estimates today, boosted by a surge in online demand from shoppers looking for athletic apparel for home or outdoor workouts.

The Baltimore-based company's shares rose 7% pre-market, as it also announced the sale of it MyFitnessPal exercise tracking platform for US$345 million to Francisco Partners.

The company forecast full-year revenue to fall in the high-teen percentage, compared to analysts' average estimate of a 25.7% drop, according to IBES data from Refinitiv.

Under Armour is still suffering from a plunge in revenue from department stores.

Overall revenue stayed roughly flat at US$1.43 billion for the third quarter ended Sept 30, but beat analysts' average estimate of US$1.16 billion.

Source: Rueters

https://www.theedgemarkets.com/article/ ... -estimates
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Re: Under Armour (UAA)

Postby winston » Fri Dec 11, 2020 9:08 pm

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Under Armour (UAA)

Under Armour was a great success story for the first half of the 2010s. Investors who put $10,000 into UAA stock at the beginning of 2011 would have seen their investment grow to over $70,000 by September 2015.

Hindsight being 20/20, investors can see that that time period was basically an inflection point for UAA. The market sell-off that ensued for the next two years brought the stock back down to the teens.

NBA fans will recognize Under Armour for its affiliation with Steph Curry of the Golden State Warriors. The company focus on “authenticating ourselves as a premium player remains paramount to our long-term success” has relied heavily on Curry. However, Steph Curry alone cannot outsell Nike (NYSE:NKE) or Adidas (OTCMKTS:ADDYY).

The company reported nearly $3.826 billion in revenues through three quarters in 2019, resulting in $107 million in profits.

This year, Under Armour has done nearly $3.071 billion in sales during the same period. However, the company recorded a loss of $733.6 million.

Clearly, the company operates at a break-even point somewhere above $3.071 billion in sales, which seems inefficient.

Ultimately, a $733 million loss is bad no matter how you slice it.

I don’t see UAA stock approaching 2015 levels again soon, if ever.

Source: Investor Place
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Re: Under Armour (UAA)

Postby winston » Fri Feb 09, 2024 10:15 am

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Under Armour said Thursday that its holiday-quarter sales slowed but its earnings beat estimates as the athletic apparel retailer worked to rein in costs.

Soft demand in North America and a slowdown in wholesale orders led revenue to drop 6% during the period but the company posted big gains in its gross margin.

Under Armour now anticipates full-year sales will decline slightly more than it previously expected.

Even so, it raised its expectations for full-year gross margin and earnings just weeks away from the end of its fiscal year.

Source: Phillips
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