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M Squared Capital
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RESEARCH - CLIENTS
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CONTACT
ABOUT
RESEARCH - CLIENTS
RESEARCH - PUBLIC
CONTACT
Deep Dive Matthew McClintock 9/16/26 Deep Dive Matthew McClintock 9/16/26

Sell More Shirts And Shoes. That’s It.

Under Armour has cut costs for years without margin gains; its hits, like Bouncy Tee, aren't reaching enough scale.

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Deep Dive Matthew McClintock 3/15/26 Deep Dive Matthew McClintock 3/15/26

“Under Armour Is Unique. It Just Is”

Under Armour still has an authentic brand built on creating, not copying; can the turnaround finally turn that into results?

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Deep Dive Matthew McClintock 12/16/25 Deep Dive Matthew McClintock 12/16/25

Fashion Island: A "Tight Fit" For Athleisure

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

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Deep Dive Matthew McClintock 11/23/25 Deep Dive Matthew McClintock 11/23/25

Are There Any Clothes Under This Armour?

Under Armour keeps pushing back its promised turnaround inflection, and guidance still points to slowing revenue.

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Deep Dive Matthew McClintock 9/17/25 Deep Dive Matthew McClintock 9/17/25

Kevin Plank Interview Provides Rare Insight

Takeaways from a little-watched two-hour interview with Under Armour founder Kevin Plank.

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Deep Dive Matthew McClintock 9/7/25 Deep Dive Matthew McClintock 9/7/25

Why Is BOD Only Now Protecting This House?

Unusual insider buying by Under Armour board members, plus a look at marketing, product, distribution and guidance.

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Deep Dive Matthew McClintock 12/18/24 Deep Dive Matthew McClintock 12/18/24

“Send In The Cleaners” Under Armour Style

After Under Armour's investor day, a data-driven review of its distribution cleanup ahead of new product launches.

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Deep Dive Matthew McClintock 11/12/24 Deep Dive Matthew McClintock 11/12/24

Ground Zero in the Athletic Footwear Debate

Why Foot Locker is where the athletic footwear share shift shows up first.

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