$UA Under Armour Tape Reports
Per Ticker.id: $UA Under Armour Tape Reports — 18 podcast mentions across 6 podcasts (30 days), latest 2026-08-25 23:12 UTC.
Yeah, my question is about Under Armour. I understand that Kevin Plank is planning on coming back, or he's come back. Do you see how that's going to do for the company or the stock?
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Yeah, you know, Under Armour is such a tough thing, and I'm a big fan of Kevin Plank, but frankly, they're not ready. Not with Nike struggling, not with On struggling, not with Hoka struggling. I don't see how Under Armour is struggling. So I'm going to say not yet, Satan. Let's go to Will in Colorado.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Yeah, I mean, the numbers weren't great, but I mean, you're right. To me, the sharp decline, it's almost as much as what management said. Not just the numbers. The CEO called out the "increasingly promotional athletic footwear and apparel market." He said that conditions deteriorated as the quarter progressed, which is something you really don't like hearing from management. He also said Foot Locker has a lot of exposure directly to the categories getting discounted the most. Just a couple of things to point out here. Dick's stock was down 10% year-to-date going into this. Now, it's really underperforming. It's clearly a cyclical problem in the footwear space. If you look at Nike, Under Armour, even Academy Sports, which is I would call their closest direct comparison, and On Holdings, they're all underperforming too. You know, Dick's has a large buyback authorization, uh, is one of the key things I read in the earnings report, uh, $3 billion. I'm curious to see if they accelerate their repurchases to kind of send the market a signal here.
Matt Frankel — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25They're definitely not going to reach the scale of Nike. I mean, I think, you know, we all similar ages, you know, growing up in the late '80s and into the '90s, Nike was kind of everywhere. And the model there has just completely shifted because you're going from a supply-driven environment where the supply is the power, the having, you know, Jordan as a sponsorship, having TV commercials, all that kind of stuff, everybody was wearing Nike. Now you're in much more of a case where there can be individualized ads with those direct-to-consumer sales on Instagram or on Google, where Matt's going to see a different ad from me and we're going to maybe buy different products as a result. So I think there is going to be more of kind of a disparate market. And the question for these companies is going to be, where do you fit in that market and what is your scale going to be? You're right that On may be reaching a point where this isn't gonna be a 30% compounding company anymore. But if they can compound their revenue growth at 15 to 20% and do so at a really, really high margin, that can still be a really phenomenal business. I think when you're looking at On Holding, when you're looking at Nike or Lululemon, the question you have to ask yourself is what are they going to be and what are they showing themselves to be? On showed you this quarter, hey, all that talk that we had about pricing power, about keeping margins high. That's exactly what we're doing. And what we're doing is we're giving up sales as a result. But that means that in 5 years, this is still going to be a premium brand. They're not going to go down that slippery slope of Under Armour, for example, which has been disastrous for investors. So when you get to that DTC world, you've got to look at, yes, yes, the, the pie is smaller for an on-holding to reach, but as long as you're reaching the customers at a very profitable level, that can still be a really phenomenal business. So it's a little bit of both. And I don't necessarily think that that means that they're going to give up sales or give up margin long-term.
Travis Hoyem — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12