Q4 2025 Under Armour Inc Earnings Call Transcript
Key Points
- Under Armour Inc (UAA) exceeded its fiscal '25 outlook, demonstrating foundational traction in repositioning the brand.
- The company achieved a 170 basis point increase in gross margin year-over-year, driven by supply chain benefits and reduced discounting.
- Under Armour Inc (UAA) is focusing on high-return categories and markets, streamlining operations, and exiting lower-value activities to boost efficiency.
- The company is making significant progress in reshaping its narrative and aligning storytelling with product innovation to enhance brand relevance.
- Under Armour Inc (UAA) is implementing a category management operating model to execute faster and create greater impact, aligning product, marketing, and regional teams around key categories.
- Revenue declined by 11% in the fourth quarter, with significant decreases in North America and APAC regions.
- The company experienced a 27% decrease in e-commerce sales due to efforts to establish a more premium online presence.
- Footwear revenue declined by 17%, reflecting ongoing portfolio management efforts to optimize segmentation and assortment.
- Under Armour Inc (UAA) reported an operating loss of $72 million in the fourth quarter, with an adjusted operating loss of $36 million.
- The company is facing significant uncertainty due to recent changes in trade policy, impacting its ability to provide a full-year outlook.
Good day, and welcome to the Fourth Quarter 2025 Earnings Conference Call. (Operator Instructions) Please note this event is being recorded.
I would now like to turn the conference over to Lance Allega, Senior Vice President, Finance and Capital Markets. Please go ahead.
Good morning, and welcome to Under Armour's fourth quarter fiscal 2025 earnings conference call. Today's call is being recorded and will be available for replay. Joining us on this morning's call are under Armour President and CEO, Kevin Plank; and Chief Financial Officer, Dave Bergman.
Before we begin, I'd like to remind everyone that our remarks today will include forward-looking statements that reflect Under Armour's current views as of May 13, 2025. These statements may include projections about our future performance and are not guarantees of future results. Actual results may differ materially due to several risks and uncertainties, which are described in this morning's press release and
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