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Under Armour: Positioned For A Turnaround

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Update - June 20, 2025

UA appears set for a run with no real news today. The stock broke the downtrend today. 

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Original article posted on May 21 

  • Under Armour's turnaround is challenged by tariffs and weak sales, but founding CEO Kevin Plank's return brings renewed focus on innovation and premium products.
  • Product resets and SKU cuts have hurt sales, but new launches like the Uncrushable Hat and No Weigh Backpack show promise for higher-margin growth.
  • The stock remains cheap at only 0.6x forward EV/S targets, while industry peers trade at least 3x the multiple of sales.
  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »
The Under Armour, Inc. (NYSE:UA) (NYSE:UAA) turnaround continues to struggle with the dynamic retail market due to tariffs. The athletic apparel company has made a lot of progress on innovation since founder Kevin Plank returned to the CEO role over a year ago, but the financials haven't shown the benefits as of yet. My investment thesis remains ultra Bullish on the stock, especially here around $7.


Read the full article on Seeking Alpha. 

Disclosure: Long UA. Please review the disclaimer page for more details. 

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