Under Armour ($UA) podcast mentions
Per Ticker.id: 7 Under Armour ($UA) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-02.
Yeah. And HOKA is actually, I think this year is gonna pass UGGs as being the larger business. Um, so it's pretty incredible what's happened and they're both, still relatively small. UGGs is kind of mature, but HOKA, there's still growth potential there for those businesses. But at some point you get to a critical mass, right? We saw this with Under Armour, which was the growth darling for a decade, and then it hit a critical mass. There were a lot of stumbles the company made along the way trying to reinvent itself. The things Lou talked about with like managing your supply chain and retail relationships and all that kind of stuff, and it's so important to manage those in relationships to get your products in front of consumers wherever they are. And grow as quickly as you can before you get to that critical mass. I think there's some like risk-reward opportunity with a company like, like Deckers especially. On, I'm not so sure. I know it's a big fan of you, so I'm kind of trolling you a little.
Jason Hall · Motley Fool Hidden Gems Investing · Nike’s Fall, Netflix Growth, and What We Learned in Q3 · 2026-10-02Yeah, they're, they're still making money. But you know, you could have said the same thing about Under Armour a handful of years ago where you keep looking at it and going, ah, this is a great value, this is a great value, and it just keeps, keeps declining. But we We'll see where things end up. All right, I want to talk about Netflix, the company we're going to talk about in just a moment. How many NFL games is Netflix going to have in 2030? Part of the context here is there's some outs in the NFL contract, uh, towards the end of this decade. So 2030, 2031, Lou, are they going to have more or less than 12 NFL games per year?
Travis Hoey · Motley Fool Hidden Gems Investing · Nike’s Fall, Netflix Growth, and What We Learned in Q3 · 2026-10-02