Under Armour Class C

  • TickerUA
  • ISINUS9043112062
  • ExchangeNew York Stock Exchange
  • SectorPersonal Goods
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

David Swartz

Morningstar | We Think No-Moat Under Armour Will Struggle to Carve Out an Edge in Global Markets

We view Under Armour as lacking an economic moat given its failure to amass a competitive advantage over other athletic apparel firms. Between 2008-16, Under Armour’s North American sales (around 70% of its consolidated base) increased to $4 billion from $800 million and it passed narrow-moat Adidas as the region’s second-largest athletic apparel brand (after wide-moat Nike). Between 2016-18, however, Adidas’ North American revenue increased 36% while Under Armour’s fell 7%. Under Armour has suffered as its wholesale distribution through sporting goods stores has declined in a weak market for ...

David Swartz

We Think No-Moat Under Armour Will Struggle to Carve Out an Edge in Global Markets

No-moat Under Armour exceeded expectations in the first quarter of 2019 as EPS of $0.05 beat our breakeven forecast. Under Armour’s first-quarter North America sales decline of 2.8% was better than our forecast of a 6.0% decline. We think, though, Under Armour continues to underperform market activewear growth of about 3% to 5% as its performance apparel continues to lose share to athleisure. Under Armour’s international sales of $328 million nearly matched our forecast of $331 million. While we...

David Swartz

Morningstar | No-Moat Under Armour Beats 1Q Expectations on Cost Control and Wholesale Sales; Shares Overvalued

No-moat Under Armour exceeded expectations in the first quarter of 2019 as EPS of $0.05 beat our breakeven forecast. Under Armour’s first-quarter North America sales decline of 2.8% was better than our forecast of a 6.0% decline. We think, though, Under Armour continues to underperform market activewear growth of about 3% to 5% as its performance apparel continues to lose share to athleisure. Under Armour’s international sales of $328 million nearly matched our forecast of $331 million. While we think Under Armour has potential in international markets, its brand is little known outside of N...

David Swartz

No-Moat Under Armour Beats 1Q Expectations on Cost Control and Wholesale Sales; Shares Overvalued

No-moat Under Armour exceeded expectations in the first quarter of 2019 as EPS of $0.05 beat our breakeven forecast. Under Armour’s first-quarter North America sales decline of 2.8% was better than our forecast of a 6.0% decline. We think, though, Under Armour continues to underperform market activewear growth of about 3% to 5% as its performance apparel continues to lose share to athleisure. Under Armour’s international sales of $328 million nearly matched our forecast of $331 million. While we...

David Swartz

Morningstar | Under Armour’s Moat Rating Lowered to None on Competitive Weakness; Fair Value Estimate Reduced

We no longer believe Under Armour has a narrow moat based on its intangible brand asset and are lowering our moat rating to none. We have also reduced our fair value estimate on Under Armour to $16.60 from $20.50 as we no longer believe the firm can generate excess returns for more than 10 years. Although Under Armour is the third-largest athletic apparel firm in the U.S., we think it has fallen behind in innovation and its product is not sufficiently differentiated. We believe Under Armour’s relationships with retail partners like no-moat Dick’s Sporting Goods have suffered as a result. We t...

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

ValuEngine Rating and Forecast Report for UA

MarketLine Department

Hanesbrands Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Hanesbrands Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Hanesbrands Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key H...

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Vital Signs: Actionable charts

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