Under Armour, Inc. · NYSE:UA
Under Armour — Investor Day (2025)
59 slides from Under Armour's investor day presentation, 2025
Slide 1: Slide 1
Slide 2: Lance Allega, SVP Investor Relations
LANCE ALLEGA SENIOR VICE PRESIDENT, INVESTOR RELATIONS, TREASURY & CORPORATE DEVELOPMENT The power and potential of this logo and this brand are sharper and brighter than I’ve ever known them to be.”
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Slide 4: Speakers, Titles, Topic
SPEAKER(S) TITLES TOPIC Lance Allega SVP, Investor Relations, Treasury & Corporate Development Welcome and Agenda Power of Brand Kevin Plank President & Chief Executive Officer • Positioning and Strategy Product Yassine Saidi Chief Product Officer • Strategic Evolution Kyle Blakely SVP, Innovation,
Slide 5: Forward Looking Statements
FORWARD LOOKING STATEMENTS C e r t a i n re fe re n c e s i n c l u d e d i n t o d a y ’s d i sc u ssi o n a n d p re se n t at io n i n c l u d e “ fo r w a rd - l ook i n g st at e me n t s” w i t h i n t h e m e a n i n g of t h e Pr i v at e Se c u r i t i e s Li t i gat i on Re for m A c t of
Slide 6: Kevin Plank, Founder, President & CEO
KEVIN PLANK FOUNDER, PRESIDENT & CEO We are not just building a company. We are building a BRAND.”
Slide 7: Building Brand
| ae —r [= sown oS BUILDING
Slide 8: Our Vision
OUR VISION TO INSPIRE YOU WITH PERFORMANCE SOLUTIONS YOU NEVER KNEW YOU NEEDED AND CAN’T IMAGINE LIVING WITHOUT.
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Slide 12: Equilibrium: Balance and Symmetry
CE EQUIL LAN IBR BA IUM ST R Y A BI E T LIT Y S Y M M
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Slide 15: Building a Brand
BUILDING A BRAND
Slide 16: Game Plan
GAME PLAN Since April 1, 2024 CUTTING 25% OF SKUS CATEGORY MANAGEMENT DTC EXCLUSIVE PRODUCT Doing More with Less Increased Efficiency Premiumizing Our Brand RESET STREET EXPECTATIONS Foundations for Growth RECONSTITUTED STRATEGY Giving our Team a North Star LEADERSHIP TEAM The Table is Set 9-MONTH G
Slide 17: Defining Who We Are
DEFINING WHO WE ARE
Slide 18: $5B Startup
$5B STARTUP
Slide 19: Athletes and sponsored teams
MAVERICK JUSTIN SOUTH CAROLINA FREDDIE KELSEY STEPHEN SHARON ZAY JUAN DE’AARON NOTRE DAME MCNEALY JEFFERSON BASKEBALL FREEMAN PLUM CURRY LOKEDI FLOWERS SOTO FOX FOOTBALL 2024 RSM #2 IN NFL DEFENDING WORLD SERIES 2X WNBA CHAMP GREATEST 3X MARATHON #11 IN NFL 5X SILVER 109 PTS #3 IN AP CLASSIC RECEPTI
Slide 20: Success & Mediocrity Are Next Door Neighbors
SUCCESS & MEDIOCRITY ARE NEXT DOOR NEIGHBORS
Slide 21: Under Armour Is a Sports House
UNDER ARMOUR IS A SPORTS HOUSE
Slide 22: What Is a Sports House?
SPORTS HOUSE? = oS ~ i i <r oles’ —
Slide 23: Fashion Houses
FASHION HOUSES DESIGN • INNOVATION • HISTORY • AUTHENTICITY • BRAND
Slide 24: A Brand That Can Show Up on Any Field
A BRAND THAT CAN SHOW UP ON ANY FIELD, COURT, OR PITCH, IN VIRTUALLY ANY ATHLETIC ENDEAVOR, ANYWHERE ACROSS THE WORLD, AND BE SEEN AS AUTHENTIC TO SPORT.
Slide 25: 32-Box Sports Wins
32-BOX SPORTS WINS
Slide 26: Podium Brands
PODIUM BRANDS 52 YEARS 75 YEARS 28 YEARS 76 YEARS
Slide 27: Beware the Underdog
BEWARE THE UNDERDOG
Slide 28: History Doesn't Repeat Itself But It Often Rhymes
HISTORY DOESN’T REPEAT ITSELF BUT IT OFTEN RHYMES MARK TWAIN
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Slide 30: Company history
/\COM PANY ie BUIEVVIGIEN NERRODUC SOINES A PROBLEM ST. JOHN'S COLLEGE HIGH SCHOOL FOOTBALL - 1989
Slide 31: Brand is built over and over
_ BRAND S BUILT WHEN! (A GOMMRANTY CAN Onl OVER AND OVER ANION ERVANDIONERVANID) OVERANDIOVERANDIOMER AND ON = AND OVER ANID OMIER ANID nate ANG CUO NSOTEER IS Cs
Slide 32: We've Changed the Game
WE’VE CHANGED THE GAME
Slide 33: We've Changed the Game
WE’VE CHANGED THE GAME
Slide 34: We've Changed the Game
WE’VE CHANGED THE GAME
Slide 35: We've Changed the Game
WE’VE CHANGED THE GAME
Slide 36: Innovation Is Our Trojan Horse
INNOVATION IS OUR TROJAN HORSE
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Slide 39: Under Armour Is
UNDER ARMOUR IS ATHLETES SPORTS INNOVATION PASSION
Slide 40: Premiumize the Brand
PREMIUMIZE THE BRAND BEST BETTER GOOD
Slide 41: Premiumize the Brand
PREMIUMIZE THE BRAND BEST BETTER GOOD
Slide 42: Premiumize the Brand
PREMIUMIZE THE BRAND
Slide 43: Global Marketing Budget: Half a Billion Dollars
GLOBAL MARKETING BUDGET ½ A BILLION DOLLARS
Slide 44: + Under Armour
+ UNDER ARMOUR
Slide 45: + Under Armour
vi \\\\ + UNDER ARMOUR
Slide 46: What It Is, What It Does, How It Makes You Better
WHAT IT IS WHAT IT DOES HOW IT MAKES YOU BETTER
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Slide 48: Growth by Constraint
GROWTH BY CONSTRAINT
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Slide 50: Product, Story, Region
PRODUCT INFINITE ELITE STORY SHARON LOKEDI / HOVR+ REGION BARCELONA LAUNCH EVENT
Slide 51: Visiting Our Team & Partners in 40+ Cities
MAKING MOVES VISITING OUR TEAM & PARTNERS IN 40+ CITIES
Slide 52: Ensuring Key Strategic Partners Know They Are Key
ENSURING OUR KEY STRATEGIC PARTNERS KNOW THAT THEY ARE OUR KEY PARTNERS
Slide 53: Story
STORY | t
Slide 54: Reconstituting Our Culture
Slide 55: Every Teammate Knows Exactly
EVERY TEAMMATE KNOWS EXACTLY: 1. WHAT’S EXPECTED OF THEM EACH DAY 2. WHAT THEIR DEFINITION OF SUCCESS IS
Slide 56: The Brand Will Inflect Before the Business Does
THE BRAND WILL INFLECT BEFORE THE BUSINESS DOES
Slide 57: Build a Great Team
BUILD A GREAT TEAM SHAWN CURRAN CHIEF SUPPLY CHAIN OFFICER KARA TRENT PRESIDENT, AMERICAS YASSINE SAIDI CHIEF PRODUCT OFFICER GLENN ROSEN CHIEF PEOPLE OFFICER JEN SMITH SVP, GLOBAL COMMS, CHIEF OF STAFF KEVIN ROSS MANAGING DIRECTOR, EMEA DANNY MILES CHIEF TECHNOLOGY OFFICER MEHRI SHADMAN CHIEF LEGAL
Slide 58: Product, Story, Service, Team
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