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Under Armour Trades As If The Turnaround Had Been Successful, Little Opportunity Now
Seeking Alpha· 2024-11-08 06:41
Under Armour, Inc. (NYSE: UA ) reported Q2 2025 results , beating their guidance and market expectations, albeit with terrible topline and bottom-line results YoY. The market really liked the beat and probably the positive toneLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the co ...
Under Armour(UA) - 2025 Q2 - Quarterly Report
2024-11-08 05:51
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________ Form 10-Q ______________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-33202 _________________________ ...
Under Armour leaps 30% as reset under new CEO starts to pay off
Proactiveinvestors NA· 2024-11-08 03:52
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
Under Armour(UA) - 2025 Q2 - Quarterly Results
2024-11-07 20:44
营收情况 - 2025财年第二季度营收14亿美元同比下降11%(按汇率中性计算下降10%)[4] - 北美营收8.63亿美元下降13%国际营收5.38亿美元下降6%(按汇率中性计算下降5%)[4] - 批发营收8.26亿美元下降12%直接面向消费者营收5.5亿美元下降8% [4] - 2024年前三季度净收入为13.99亿美元2023年同期为15.67亿美元同比下降10.7%[13] - 2024年前三季度北美地区净收入为8.63亿美元较2023年同期的9.91亿美元下降12.9%[14] - 2024年前三季度批发业务净收入为8.26亿美元较2023年同期的9.40亿美元下降12.1%[15] - 2024年前三季度服装类净收入为9.47亿美元较2023年同期的10.70亿美元下降11.5%[16] - 预计2025财年营收将以低双位数百分比下降[7] 利润相关 - 毛利润率提高200个基点至49.8% [4] - 预计2025财年毛利润率将提高125 - 150个基点[7] - 2024年上半年GAAP下净收入下降10.4% 非GAAP下货币中性净收入下降10.1%[21] - 2024年上半年GAAP下运营亏损12.6648万美元[24] - 预计2025年3月31日结束财年GAAP下运营亏损低至1.96亿美元高至1.76亿美元[28] - 预计2025年3月31日结束财年GAAP下稀释后每股净亏损低至0.51美元高至0.48美元[29] - 2024年12月31日季度末按GAAP计算的运营收入低端估计为 -1300万美元高端估计为300万美元调整后运营收入为2000万 - 3000万美元[31] - 2024年12月31日季度末GAAP摊薄后每股净收益低端估计为 -0.07美元高端估计为 -0.05美元调整后为0.02 - 0.04美元[32] 费用相关 - 销售、一般和管理费用下降15%至5.2亿美元[4] - 预计2025财年销售、一般和管理费用将在中高个位数百分比范围增长[7] - 2024年上半年GAAP下销售总务管理费用为135.7157万美元[23] 库存情况 - 库存下降3%至11亿美元[5] 门店数量 - 截至2024年9月30日北美门店总数为196家2023年为197家[33] - 截至2024年9月30日国际门店总数为250家2023年为253家[33] - 截至2024年9月30日公司总门店数为446家2023年为450家[33] 现金流情况 - 2024年上半年经营活动现金净流出16.8409万美元[19] - 2024年上半年投资活动现金净流出4.3291万美元[19] - 2024年上半年融资活动现金净流出12.9392万美元[19] 资产情况 - 截至2024年9月30日和2024年3月31日,总资产分别为449.4593万美元和476.0734万美元[18]
Under Armour: Return To Glory
Seeking Alpha· 2024-09-12 18:30
Robert Way/iStock Editorial via Getty Images Under Armour, Inc. (NYSE:UA)(NYSE:UAA) seems to fall sometimes just for releasing news. The stock jumped following FQ1 results and signs that Stephen Curry is working with the athletic apparel retailer to expand the Curry Brand, yet a simple update crushed the stock. My investment thesis remains ultra-Bullish on the stock, with the return of founder Kevin Plank set to help return the company to glory. Source: Finviz Founder Returns Under Armour is back on offense ...
Why Under Armour Slumped Today
The Motley Fool· 2024-09-11 02:03
You have to spend money to save money.Shares of Under Armour (UA -10.79%) slumped 9.6% on Tuesday as of 12:17 p.m. ET.The athletic apparel and shoe company has had a tough few years, as growth stalled out and profits have taken a hit, with operating profits swinging to losses in 2024 for the first time since the pandemic.But Under Armour would have actually been profitable this past quarter if not for large transformation and restructuring expenses taken, as CEO Kevin Plank attempts to reposition the busine ...
What's Next For Under Armour Stock?
Forbes· 2024-08-19 20:00
文章核心观点 - 在过去3年中,Under Armour(UA)的股票表现一直低于标准普尔500指数[3] - UA正在努力恢复其高端品牌地位,但这需要牺牲低利润销量[2] - 尽管UA的毛利率有所上升,但其收入仍下降10%,主要受北美和亚太地区销售下滑的影响[2] - UA正采取措施降低库存、减少线上折扣,并专注于更有利润的男装业务,这导致其在第一季度实现了意外的调整利润[2] 财务数据总结 - UA预计2025财年收入将下降10%至51亿美元[4] - 预计2025财年每股收益为11.33美元,股票估值为8美元[4] - 2025财年毛利率预计将上升75-100个基点,但运营利润将亏损1.94-2.14亿美元,调整后每股收益为0.19-0.22美元,每股亏损0.53-0.56美元[5] 行业分析 - UA正努力恢复其高端品牌地位,但消费者已习惯了其折扣价格,这可能会在短期内阻碍其重塑高端形象[6] - 与同行业公司相比,UA的表现一直低于标准普尔500指数[3]
Under Armour(UA) - 2025 Q1 - Quarterly Report
2024-08-09 04:34
财务业绩 - 总净收入下降10.1%[156] - 批发渠道收入下降8.3%,直销渠道收入下降11.8%[156] - 服装、鞋类和配件收入分别下降8.1%、14.7%和5.4%[156] - 净销售额下降9.8%至11.61亿美元[167] - 服装、鞋类和配饰销售额均有所下降[167] - 批发和直接面向消费者渠道的销售额均有所下降[167] - 许可收入下降13.6%至2167万美元[168] 毛利率和费用 - 毛利率增加110个基点至47.5%[156][170] - 销售、一般及管理费用增加42.1%,主要由于与证券集体诉讼和解相关的274百万美元的诉讼费用增加[156][171][172] - 重组费用为2509万美元[174][175][176] 地区业绩 - 北美地区收入下降14.2%[156][189][191][193] - EMEA地区收入增长0.1%[156] - 亚太地区收入下降10.1%[156][189][191][193] - 拉丁美洲地区收入增长15.6%[156][191][193] 现金流和融资 - 公司现金及现金等价物余额为8.85亿美元,足以满足未来12个月的流动性需求[198] - 公司于2024年5月启动了5亿美元的股票回购计划,并在2024年6月30日完成了4000万美元的加速回购[201] - 2024年6月30日三个月经营活动产生的现金流量净额为1.53亿美元,同比增加1.59亿美元[202] - 公司于2024年6月1日偿还了8090万美元本金的1.50%可转换优先票据[207] - 公司发行了6亿美元3.250%的无担保优先票据,到期日为2026年6月15日[208] - 公司与银行签订了11亿美元的经修订的循环信贷协议,包括5亿美元的5年期贷款和10.5亿美元的6年期贷款[206] - 公司可以根据需求增加最多3亿美元的贷款额度[206] - 公司需要维持利息覆盖率不低于3.50倍和杠杆率不超过3.25倍的财务指标[206] - 公司已于2024年6月30日和3月31日未使用循环信贷额度[206] - 公司开具了4.2百万美元的信用证[206] - 公司的主要资产和子公司提供担保,但在公司获得投资级评级后可以解除担保[206] 其他 - 公司批准了2025年重组计划,预计将产生7000万至9000万美元的重组及相关费用[157][158][159] - 通胀和全球事件对公司业务产生影响,公司正在密切关注相关因素[161] - 公司的关键会计估计和假设对财务报表的编制有重大影响[209] - 公司的市场风险自2024年3月31日以来未发生重大变化[210]
Here's Why Under Armour Stock Raced Higher Today
The Motley Fool· 2024-08-09 00:13
Is the company's turnaround plan actually working?Shares of athletic apparel company Under Armour (UA 18.64%) (UAA 19.32%) raced higher on Thursday after the company pleasantly surprised investors with its financial report for its fiscal first quarter of 2025. As of 11:30 a.m. ET, both share classes of Under Armour stock were up more than 17%.A plan to turn around the brandIn October 2019, Under Armour founder Kevin Plank stepped down as its CEO. The stock has drifted about 70% lower since then. The company ...
Under Armour sales fall after retailer cuts discounts, promotions in bid to be more premium
CNBC· 2024-08-08 19:53
Under Armour apparel is displayed at a Dick's Sporting Goods store on May 16, 2024 in Petaluma, California.Under Armour on Thursday said quarterly sales fell 14% in North America, and adjusted its full-year profit guidance after settling a years-old securities lawsuit for $434 million.Still, the company beat Wall Street's expectations on the top and bottom lines.Here's how the athletic apparel company did in its first fiscal quarter compared with what Wall Street was anticipating, based on a survey of analy ...