Under Armour, Inc.’s UAA investor meeting in New York City provided a comprehensive overview of its strategy to drive sustainable growth and create long-term shareholder value. The company reaffirmed its fiscal 2025 outlook and emphasized UAA’s vision as a "global Sports House," equipping athletes with performance-driven solutions. Key strategies discussed included product innovation, regional market tactics and improving organizational efficiency to drive execution.

A major focus for Under Armour is refining product development to create a more athlete-focused lineup, aligning products with global and regional market demands. Additionally, the company is advancing its brand storytelling with a focus on UAA’s "underdog" identity, positioning itself as resilient and determined. Through a consumer-led approach, Under Armour is fostering alignment across teams and planning its largest-ever marketing activation to boost brand awareness and loyalty.

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Under Armour’s Regional Strategies for Market Dynamics

Under Armour’s regional strategies indicate its commitment to addressing the unique needs of each market. In the Americas, the focus is on resetting brand perception through disciplined marketplace management, sharpening segmentation strategies and optimizing promotional activities. This includes a renewed emphasis on engaging young athletes in team sports and investing in impactful marketing initiatives to build a premium brand image.

In Europe, the Middle East and Africa (EMEA), the company is working to protect its brand strength by emphasizing premium distribution and targeting regionally relevant sports categories. Building on existing successes, Under Armour aims to expand its footprint in key markets, including France, Germany and Spain, while maintaining a disciplined approach to market entry and growth.

In the Asia-Pacific region, Under Armour is navigating a dynamic market environment by prioritizing channel discipline to safeguard brand equity and ensure high-quality revenues. The company plans to leverage global marketing campaigns to enhance brand awareness and drive deeper engagement across its core categories in this region.

UAA Forecasts Strong Growth for FY25

The company expressed confidence in its ability to achieve sustainable, profitable growth through disciplined marketplace management and an enhanced product lineup launching in Fall 2025. By combining innovation with targeted regional strategies and efficient operations, Under Armour is poised to deliver improved value for its shareholders.

Under Armour continues to anticipate gross margin expansion of 125-150 basis points for fiscal 2025. This growth is driven by reduced promotional activity in direct-to-consumer channels and favorable product costs. It foresees adjusted operating income to reach $165-$185 million. Management reiterated adjusted earnings per share forecast of 24 cents to 27 cents.

Conclusion

Under Armour is positioning itself for long-term success by focusing on enhancing the company’s brand strength, refining its product development processes and leveraging targeted regional strategies. The company's approach aims to drive profitable growth, optimize operational efficiency and improve its market presence globally. 

In the past six months, this Zacks Rank #2 (Buy) stock has risen 43.6%, comfortably outpacing the Zacks Textile – Apparel industry’s 21.6% growth.

Other Key Picks

Some other top-ranked stocks are The Gap, Inc. GAP, Abercrombie & Fitch Co. ANF and Steven Madden, Ltd. SHOO.

Gap is a premier international specialty retailer offering a diverse range of clothing, accessories and personal care products. It presently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Gap’s fiscal 2025 earnings and sales indicates growth of 41.3% and 0.8%, respectively, from fiscal 2024 reported figures. GAP delivered a trailing four-quarter average earnings surprise of 101.2%.

Abercrombie is a specialty retailer of premium, high-quality casual apparel. It sports a Zacks Rank of 1 at present.

The Zacks Consensus Estimate for Abercrombie’s fiscal 2025 earnings and sales indicates growth of 69% and 15%, respectively, from fiscal 2024 reported levels. ANF delivered a trailing four-quarter average earnings surprise of 14.8%.

Steven Madden designs, sources, markets and sells fashion-forward name-brand and private-label footwear. It currently has a Zacks Rank of 2. 

The Zacks Consensus Estimate for Steven Madden’s 2024 earnings and sales indicates growth of 8.6% and 13.6%, respectively, from the year-ago actuals. SHOO delivered a trailing four-quarter average earnings surprise of 9.8%.

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