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Did Under Armour C beat or miss consensus estimates last quarter?

What is Under Armour C's gross profit margin?

- **Leadership Change**: CFO transition signals new chapter, with Reza Taleghani set to drive financial transformation.
- **Product Innovation**: NEOLAST fiber and premium footwear launches (e.g., $160 Velociti) highlight UA's commitment to sustainable, high-performance products.
- **Regional Momentum**: EMEA +12% Q2 growth, APAC testing digital retail, North America DTC conversion rates improving despite wholesale softness.
- **Financial Outlook**: FY26 revenue decline narrowing to -4% to -5%, with FY27 stabilization in North America and EMEA growth.
- **Key Risks**: U.S. tariffs squeezing gross margin (-250bps YoY), footwear sales down 16% as UA recalibrates portfolio.


**【CEO Summary Section】**
- **Leadership Transition**: CFO David Bergman retiring after 21 years, replaced by Reza Taleghani in Feb 2026. CEO Kevin Plank emphasized Dave's legacy and Reza's global finance expertise.
- **Product Strategy**: Streamlined SKUs by 25%, refocused on innovation (e.g., NEOLAST fiber, $160 Velociti distance shoe). Fall/Winter '25 collections (HeatGear, Unstoppable) driving demand, footwear sales boosted by Sharon Lokedi's NYC Marathon podium.
- **Regional Progress**: EMEA +12% Q2, APAC rebuilding with disciplined inventory management, North America wholesale softness offset by DTC conversion rate improvements.
- **Storytelling Focus**: 'We Are Football' campaign boosted 18-34yo awareness to 80%, HeatGear baselayer sales +double digits. APAC testing new digital retail store concept.

**【CFO Financial Commentary】**
- **Q2 Results**: Revenue $1.3B (-5% YoY), GAAP net loss $0.04, Non-GAAP EPS $0.04. North America -8%, EMEA +12%, APAC -14%. Footwear -16% due to portfolio recalibration.
- **Gross Margin**: 47.3% (-250bps YoY), driven by U.S. tariffs (+275bps) and mix shifts. Q3 gross margin expected -310-330bps.
- **Cost Management**: SG&A +12% YoY, but adjusted SG&A down slightly. Restructuring savings $35M in FY25, targeting $45M in FY26.
- **Outlook**: FY26 revenue -4% to -5%, FY27 stabilization in North America. Q3 revenue -6% to -7%, Q4 decline narrowing.

**【Q&A Highlights】**
- **North America Stabilization**: CEO cites product innovation (Assert 11, NEOLAST), partner replenishment orders, and brand heat from 'We Are Football' campaign. CFO expects FY27 stabilization with EMEA growth and APAC recovery.
- **APAC Recovery**: Testing new store concept, reducing inventory, and simplifying assortments. CFO notes Q4 APAC DTC modest decline vs. tough FY25 comp.
- **Footwear Challenges**: Deliberate portfolio recalibration, focusing on franchises (Velociti, Magnetico). CEO confident in long-term footwear potential through performance storytelling.
- **Pricing Strategy**: Selective price increases to offset tariffs, strategic SKU profitability analysis. NEOLAST-driven products (e.g., $160 Velociti) justify higher ASPs.


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