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Under Armour (UA)

23,861 Views | 138 Replies | Last: 6 yr ago by Bocephus
maroon10
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AG
Adidas is coming back.

UA will continue to tank as they can't compete with the Lifestyle trend.
colonialag
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AG
I sold puts going into earnings and ended up with a small winning trade based on the close price on Friday. I decided to take assignment on the puts that finished in the money and will start selling calls against that stock.

I like their gear, but from a long term stock perspective I have a few concerns:

One is the current valuation - even after dropping UAA is still priced as a company that is hitting on all cylinders. They've tried to be a company that does a lot of things, just not sure how many of those they do really well.

Shoes. They need some wins and momentum here. They have some big names but not sure that is enough. I like my Speed Gemini 3's but the occasional recreational suburbanite isn't going to move the needle when Nike and Adidas are doing so well.

Atheisure - this trend should have been a softball but they have whiffed. I don't think the UAS line is the answer either. Pricey and looks too Zoolanderish for my taste.

Just a few thoughts.
redag06
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Keeps going down.
cjo03
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redag06 said:

Keeps going down.
FL and DCKS announced poor earnings and little short-term confidence last week.. Nike and Adidas took a hit too, but I think they recover faster than UA.
chazman05
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I dont own any UA stock, now a good time to buy?
gindaloon
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Durant in no fan of Under Armour
Out in Left Field
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It's hilarious and sad that high school athletes would choose a college based on the brand of the jersey they wear.
bam02
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Yeah that was my takeaway from that article, too. Pathetic.
DRE06
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Down 18% pre-market
Ragoo
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I noticed Kershaw wearing under armor cleats. I am surprised they arent marketing the best pitcher in baseball wearing their gear.
agfan2013
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What the hell, bought some more. Hopefully it bounces back up at some point. I now have two lots, one at ~$32 and the other at $14 so not as bad as guys who bought on the other side of $50.

If it can claw back to $40-50 I'll probably dump all of it.
aggiepaintrain
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My kids are their target market and I can tell you how UA they have in their closets....
ZERO

But we have tons of Lulu Lemon, Adidas, & Nike.

UA makes junk. Short them.
TxAg20
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My boys are 3 and 5 and the majority of their clothes are Under Armour. They hardly wear the Nike or Adidas clothes they have. Also, most of the kids at their schools are usually in Under Armour gear. It's been that way for a couple of years, so maybe they haven't caught up to the "Under Armour is no longer cool" trend.
bam02
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aggiepaintrain said:

My kids are their target market and I can tell you how UA they have in their closets....
ZERO

But we have tons of Lulu Lemon, Adidas, & Nike.

UA makes junk. Short them.



For the longest time I refused to buy under armour gear because I thought it was overpriced. I finally bought some off their fishing shirts about 5 years ago that Academy had on closeout. It's really high-quality. I'm sold on their stuff now. At least on par with Nike and Adidas if not better in general.

When I go to select baseball tournaments I feel like I see a lot more of it than anything else.
redag06
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All of MLB will be in UA uniforms next season.
Ragoo
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redag06 said:

All of MLB will be in UA uniforms next season.
seems like a huge opportunity
Ragoo
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i suspect this thing is headed to about $5.50 and a market capitalization near their 2012 levels before they started diluting shares.
Ridge14
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I guess I'm in the minority thinking that under armour charged cotton t shirts are the best shirts ever made.
Bocephus
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Buying at 11.60
Ragoo
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Bocephus said:

Buying at 11.60
why this price specifically?
Bocephus
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Bought more at 11.12
Bocephus
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Bc imo it is oversold
Ragoo
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Bocephus said:

Bc imo it is oversold
you are buying UA not UAA, i see now.
cjo03
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MLB deal doesn't start until 2020. And you may want to stock up on the fishing shirts - they announced last week they are exiting that category.

Bocephus
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Ragoo said:

Bocephus said:

Bc imo it is oversold
you are buying UA not UAA, i see now.


Yes, my apologies for not clarifying. I was buying the class C stock
Ragoo
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Any specific reason why you would buy the class c and not class a?
giddings_ag_06
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Ragoo said:

Any specific reason why you would buy the class c and not class a?
Wrong symbol?
IrishTxAggie
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cjo03 said:

MLB deal doesn't start until 2020. And you may want to stock up on the fishing shirts - they announced last week they are exiting that category.


Got moved up to 2019 as I recall.
Ragoo
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still tanking
cjo03
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execs leaving and curry 4 delayed
bam02
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cjo03 said:

MLB deal doesn't start until 2020. And you may want to stock up on the fishing shirts - they announced last week they are exiting that category.




Will do. They're awesome.
62strat
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agfan2013 said:

What the hell, bought some more. Hopefully it bounces back up at some point. I now have two lots, one at ~$32 and the other at $14 so not as bad as guys who bought on the other side of $50.

If it can claw back to $40-50 I'll probably dump all of it.
man I got in literally a few days before it dropped like 30% from low $30s earlier this year. I hung on for a while but it wasn't moving so I got all out around $21-$22.
Bocephus
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Ragoo said:

Any specific reason why you would buy the class c and not class a?


Cheaper
swimmerbabe11
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Why did I think we had a poster that worked for UA?
Bocephus
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Selling 80 percent of my UA at 15.30
 
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