Under Armour, Inc. · NYSE:UA
Under Armour — Investor Day (2025)
32 slides from Under Armour's investor day presentation, 2025
Slide 1: Kara Trent, President, Americas
KARA TRENT PRESIDENT, AMERICAS We are grounded in the idea of progress over perfection with the PRESIDENT, AMERICAS belief that we will win.”
Slide 2: Slide 2
Slide 3: Imbalanced in the Market
IMBALANCED IN THE MARKET ~50% OF OUR PRODUCT 65% OF SALES SOLD BELOW ~70% OF MARKETING $ SPENT 92% OF OUR REVENUE OVERLAPPING ACROSS FULL PRICE IN IN PERFORMANCE COMING FROM 50% OF ACCOUNTS ECOMMERCE IN FY24 MARKETING CHANNELS SOURCE: UNDER ARMOUR INTERNAL DATA
Slide 4: Continued Focus on North America
CONTINUED FOCUS ON NORTH AMERICA ~$200B ~93% ~4% MARKET OPPORTUNITY REGION REVENUE UA MARKET SHARE IN THE AMERICAS COMING FROM IN UNITED STATES NORTH AMERICA SOURCE: EUROMONITOR 2024 MARKET SIZE, CIRCANA POS MARKET SHARE DATA 12 MOS THROUGH 9/24, UNDER ARMOUR INTERNAL DATA
Slide 5: A Multi-Year Commitment to Building the Brand
A MULTI-YEAR COMMITMENT TO BUILDING THE BRAND REQUIRED TO DELIVER FUTURE PREMIUM, PROFITABLE AND SUSTAINABLE GROWTH.
Slide 6: Slide 6
Slide 7: Putting the Consumer Back at the Heart of Everything We Do
PUTTING THE CONSUMER BACK AT THE HEART OF EVERYTHING WE DO PRODUCT FOCUSED CONSUMER FOCUSED
Slide 8: Consumer Focused Merchandising: Category Prioritization
CONSUMER FOCUSED MERCHANDISING CATEGORY PRIORITIZATION FOCUSED PRIORITIES TEAM SPORTS RUN TRAIN
Slide 9: Simplifying the Assortment
CONSUMER FOCUSED MERCHANDISING SIMPLIFYING THE ASSORTMENT • UNINTENTIONAL • FRANCHISES AND SEGMENTATION INNOVATION • DUPLICATION ACROSS • ENERGY & LAUNCH CATEGORIES RHYTHM • “STUFF” WITHOUT • DTC EXCLUSIVES STORIES
Slide 10: Sharpening Segmentation
CONSUMER FOCUSED MERCHANDISING SHARPENING SEGMENTATION BEST CONSUMER SEGMENTATION PRODUCT OFFERING BETTER GOOD
Slide 11: Sharpening Segmentation
CONSUMER FOCUSED MERCHANDISING SHARPENING SEGMENTATION BEST CONSUMER SEGMENTATION PRODUCT OFFERING BETTER GOOD
Slide 12: Sharpening Segmentation
CONSUMER FOCUSED MERCHANDISING SHARPENING SEGMENTATION PINNACLE BEST CONSUMER SEGMENTATION PRODUCT OFFERING BETTER GOOD
Slide 13: Consumer Focused Merchandising
CONSUMER FOCUSED MERCHANDISING CATEGORY FOCUS ON SOPHISTICATED PRIORITIZATION FRANCHISES, APPROACH TO & ROLE THEY PLAY STORIES & CONCEPTS SEGMENTATION
Slide 14: Slide 14
Slide 15: Reprioritizing Our Marketing Investments
REPRIORITIZING OUR MARKETING INVESTMENTS UNDERDOG TEAM SPORTS ATHLETE EXPERIENCE
Slide 16: Capitalizing on Sports Moments
CAPITALIZING ON SPORTS MOMENTS ALL-STAR WEEKEND CFB PLAYOFFS MARCH MADNESS UPSETS
Slide 17: Enhanced Storytelling
ENHANCED STORYTELLING ATHLETE PRODUCT CONTENT CONVERT
Slide 18: Slide 18
Slide 19: Flipping the Funnel
PRIORITIZING INVESTMENTS FLIPPING THE FUNNEL NATIONAL SPEND CONVERSION
Slide 20: Flipping the Funnel
PRIORITIZING INVESTMENTS FLIPPING THE FUNNEL NATIONAL & HYPER LOCAL FRANCHISE STORYTELLING ELEVATING EXPERIENCES CONVERSION
Slide 21: Reclaiming Our Brand Identity
RECLAIMING OUR BRAND IDENTITY
Slide 22: Slide 22
Slide 23: Rebalancing the Brand Across Channels
REBALANCING THE BRAND ACROSS CHANNELS ECOMMERCE BRAND HOUSE FACTORY HOUSE WHOLESALE
Slide 24: More Premium, Less Promotional
REBALANCING THE BRAND ACROSS CHANNELS FOCUS ON CONTENT & STORYTELLING MORE PREMIUM ECOMMERCE LESS PROMOTIONAL REFINED CONSUMER EXPERIENCE BUILDING LOYALTY & BRAND LOVE
Slide 25: Making Shopping Easier
REBALANCING THE BRAND ACROSS CHANNELS MAKING BRAND HOUSE ELEVATED STORYTELLING SHOPPING EASIER LEADING WITH FRANCHISES & INNOVATION CREATING EXPERIENCES
Slide 26: Refinement & Optimization
REBALANCING THE BRAND ACROSS CHANNELS REFINEMENT & FACTORY HOUSE TIERED STRATEGY OPTIMIZATION OPTIMIZE ASSORTMENT OPERATIONAL EXCELLENCE
Slide 27: Strategic Priorities
REBALANCING THE BRAND ACROSS CHANNELS STRATEGIC WHOLESALE DECLARATIVE ON STRATEGIC PARTNERS PRIORITIES ELEVATE QUALITY OF REVENUE DIMENSIONALIZATION OF WHOLESALE DISTRIBUTION
Slide 28: Elevating Brand Experience
ELEVATING BRAND EXPERIENCE
Slide 29: Story
STORY | t
Slide 30: Creating a New Formation
CREATING A NEW FORMATION STRUCTURE CULTURE
Slide 31: Three Key Takeaways
Stabilize & Strengthen THREE KEY TAKEAWAYS 1 Consumer Discipline 2 Own Our Narrative 3 Marketplace Management
Slide 32: Under Armour
UNDER ARMOUR