UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
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.
“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?
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Are There Any Clothes Under This Armour?
Under Armour keeps pushing back its promised turnaround inflection, and guidance still points to slowing revenue.
Kevin Plank Interview Provides Rare Insight
Takeaways from a little-watched two-hour interview with Under Armour founder Kevin Plank.
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.
“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.
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.