Under Armour Trades As If The Turnaround Had Been Successful, Little Opportunity Now
Portfolio Pulse from
Under Armour's Q2 2025 results exceeded expectations, but revenue and profit are down year-over-year. Despite cost-cutting measures improving margins, the brand's turnaround lacks evidence, with sales and brand heat struggling. The stock price reflects improvements, leaving little upside potential and considerable downside risk.

November 07, 2024 | 11:00 pm
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NEGATIVE IMPACT
Under Armour's Q2 2025 results beat expectations, but revenue and profit are down YoY. Cost-cutting improved margins, but the brand's turnaround lacks evidence. The stock price reflects improvements, leaving little upside potential and downside risk.
Under Armour's Q2 2025 results exceeded expectations, but the year-over-year decline in revenue and profit indicates ongoing challenges. The cost-cutting measures have improved margins, but the lack of substantial evidence of a successful turnaround suggests limited upside potential. The stock price already reflects operational improvements, posing downside risk if future results don't meet expectations.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100