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    Company & Industry Overviews

    How Markets Are Pricing Under Armour Stock

    Markets expect the strong growth trend to continue, and value Under Armour stock higher than the overall market and comparable firms.

    By Phalguni Soni
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    Company & Industry Overviews

    Why Skechers Is Thriving in a Competitive Footwear Market

    Skechers grabbed the number two spot in the US footwear market last year. The company’s brands were also ranked number one in walking and work footwear.

    By Phalguni Soni
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    Company & Industry Overviews

    Nike Market Share Gets the High Score in Activewear

    UA’s market share came in at 6%, and ADDYY’s came in at 3%. Hanes (HBI) took 3% of the market in 1Q15 .Nike (NKE) was the market leader for activewear overall.

    By Phalguni Soni
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    Earnings Report

    Under Armour’s Athletic Endorsements Paid Handsome Dividends

    In terms of endorsements, the last weekend in January was eventful for Under Armour. Tom Brady won his fourth Super Bowl. He wore Under Armour cleats.

    By Phalguni Soni
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    Company & Industry Overviews

    Overview of Nike Earnings, Leverage, and Valuation

    Nike (NKE) has a positive earnings surprise history. In simple terms, the company has beat Wall Street’s earnings estimates in the past several quarters.

    By Amit Singh
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    Company & Industry Overviews

    Who’s Taking a Bite Out of Nike’s Market Share?

    Nike is the world’s largest athletic footwear and apparel company. It dominates the sportswear market in Europe, China, and North America.

    By Sonya Bells
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    Earnings Report

    How Nike Made a Strong Recovery in China

    Nike is bullish on prospects in China, backed by a 20% growth in futures orders, the highest among all its geographies.

    By Phalguni Soni
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    Company & Industry Overviews

    Analysis: Nike’s 5-Year Roadmap to Grow Sales

    Nike holds the top position in athletic footwear and athletic apparel. It’s apparel and footwear sales were $8.6 billion and $18.3 billion, respectively, in fiscal 2015.

    By Phalguni Soni
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    Company & Industry Overviews

    Nike Still Dominates Athletic Footwear in 1Q15

    US dollar sales of athletic footwear rose 8% in the first quarter of 2015. Nike was the most dominant brand by far with a market share of 62%.

    By Phalguni Soni
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    Company & Industry Overviews

    German Consumer Confidence: What to Expect in 2017

    Consumer confidence in Germany rose more than expected in February 2017, reflecting the recent boost in its market performance

    By Mary Sadler
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    Earnings Report

    The Growth Factors Spiking NIKE Revenues And Earnings

    In this series, we’ll analyze the results of the past quarter and the reasons why NIKE continues to outperform.

    By Phalguni Soni
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    Earnings Report

    Under Armour’s Footwear Business versus Skechers and New Balance

    Primarily an apparel player, Under Armour (UA) has stepped up its pace in entering new footwear categories.

    By Phalguni Soni
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    Earnings Report

    Understanding NIKE’s Pricing Power And Premium Products Tilt

    Innovation and strong consumer demand enable NIKE to add more premium products to its portfolio. But its price-hiking strategies may not work everywhere.

    By Phalguni Soni
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    Earnings Report

    Market Share Gain Spurs NIKE’s North American Footwear Revenues

    In the US, in 2014 year-to-date, NIKE, Converse, and the Jordan brands combined accounted for over 60% of market share in athletic footwear.

    By Phalguni Soni
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    Company & Industry Overviews

    Can Nike Regain Footing with Its Adaptive Lacing Footwear?

    In early March, Nike showcased its new self-lacing footwear. Also known as “HyperAdapt 1.0,” the shoes tighten up when the foot is placed inside them.

    By Sonya Bells
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    Consumer

    Nike Rating Lowered on Concerns of Rising Competitive Pressure

    Nike (NKE), the world’s largest apparel company and America’s leading sportswear brand, faced analyst downgrades and target price revisions in September.

    By Sonya Bells
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    Consumer

    Why Lululemon’s Profit Margins Are Trumping The Company’s Peers’

    LULU’s gross profit margin slipped from 55.7% in fiscal 2013 to 52.8% in fiscal 2014. The company’s operating profit margin slipped from 27.5% to 24.6%.

    By Phalguni Soni
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    Consumer

    Nike’s E-Commerce Business Could See More Acceleration Ahead

    Nike saw $1.2 billion in e-commerce sales in fiscal 2015. It grew its e-commerce sales by 56% in fiscal 3Q16, reporting higher traffic and conversion rates.

    By Phalguni Soni
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    Consumer

    Why Lululemon Athletica Expects Stronger Sales in Fiscal 4Q16

    Growth company Lululemon Athletica (LULU) has revised its fourth quarter (fiscal 4Q16) and full-year (fiscal 2016) revenue guidance upwards.

    By Phalguni Soni
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    Consumer

    Five-Year Plan: Lululemon’s Long-Term Vision and Goals

    Over the next five years, Lululemon Athletica (LULU) is aiming to double its revenue to $4 billion with an expected mid-single-digit growth rate in store comps.

    By Phalguni Soni
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    Consumer

    What Drove Under Armour’s 30% Revenue Jump in 1Q16?

    Under Armour (UA) grew revenue by 30% to $1.05 billion in 1Q16. This was the company’s 24th straight quarter of more than 20% growth in its top line.

    By Phalguni Soni
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    Consumer

    Under Armour Looks at Aggressive Growth outside North America

    Under Armour has added 250 shop-in-shops in Europe with retail partners as well as points of distribution in north and south Africa, the Middle East, and Turkey.

    By Phalguni Soni
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    Company & Industry Overviews

    Athleisurewear Giants: Which Companies Dominate Activewear?

    The athleisurewear category has had a boost from higher interest in physical well-being globally and by increased participation by women in sports and other fitness activities.

    By Phalguni Soni
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    Company & Industry Overviews

    Marketing and Branding: How Skechers Sells Its Footwear Products

    To maintain its market share and drive sales, Skechers spends considerable time and effort in marketing activities to promote its footwear globally.

    By Phalguni Soni
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    Company & Industry Overviews

    Skechers Footwear: Design, Sourcing, and Manufacturing Overview

    Skechers designs footwear with its own in-house design team. However, it doesn’t own or operate any factories in which to conduct its manufacturing.

    By Phalguni Soni
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    Company & Industry Overviews

    Comparing Skechers’ Strengths and Weaknesses

    Skechers is quickly establishing its presence in international markets. It made $3.1 billion in sales in 2015, of which 40.4% stemmed from overseas markets.

    By Phalguni Soni
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    Company & Industry Overviews

    SIX:02: Why Foot Locker Is Bullish on Women’s Opportunity

    Foot Locker has been steadily closing down or converting its existing Lady Foot Locker stores to the new SIX:02 concept. Currently, there are 30 SIX:02 stores in FL’s retail base.

    By Phalguni Soni
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    Company & Industry Overviews

    Why Is Foot Locker Eyeing Higher Growth in Europe?

    Foot Locker (FL) made about 28.4% of its sales, or $2.1 billion, from outside the United States in fiscal 2016.

    By Phalguni Soni
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    Consumer

    Will SNAP Stock Rise above Its IPO Price after Earnings?

    The Q3 Snap earnings report is due on October 22. So could a positive surprise be enough to send Snap stock back toward its original price?

    By David Moadel
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    Consumer

    Sportswear Sector: 2017 in Review

    2017 was a challenging year for US sportswear companies. Stiff competition, particularly in the North American market, and higher mark-downs hit comps and margins for most companies.

    By Sonya Bells
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    Consumer

    Foot Locker’s Comps Turned Negative in Fiscal 2Q17—Here’s Why

    Foot Locker’s (FL) total sales declined 4.4% year-over-year to $1.7 billion during fiscal 2Q17.

    By Sonya Bells
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    Earnings Report

    Behind Nike’s 20th Consecutive Earnings Beat in Fiscal 4Q17

    Nike’s growth in earnings was driven by a 3.5% YoY rise in revenue and a 4% YoY fall in selling and administrative expenses.

    By Sonya Bells
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    Earnings Report

    Under Armour up Top: Underneath the Slowing Revenues in 1Q17

    UAA’s top line expanded 22% YoY (year-over-year) in fiscal 2016 to $4.8 billion, as compared to its 30% average top-line growth between fiscal 2011 to fiscal 2015.

    By Sonya Bells
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    Miscellaneous

    Barclays Is Positive on Nike and Its Innovative Endeavors

    Barclays said on April 6, 2017, that it was still positive about Nike, considering the ongoing innovative endeavors keeping the company ahead of its competitors.

    By Sonya Bells
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    Earnings Report

    Nike’s 3Q17 Earnings to Fall as Costs Continue to Rise

    The company is expected to record a fall of 3.6% YoY (year-over-year) in earnings to 53 cents per share.

    By Sonya Bells
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    Company & Industry Overviews

    Germany’s Increased Manufacturing Activity and What It Means

    Germany’s improved price competitiveness and its innovations in the manufacturing sectors positively impacted its exports in 2016.

    By Mary Sadler
  • uploads///Under Armours Increasing Revenue With Increasing Market Share
    Company & Industry Overviews

    Baron: Under Armour Is Cheap Compared to the Last Couple of Years

    Under Armour is currently struggling to meet investors’ expectations, as it missed analysts’ estimates in 4Q16. It reported a 12% rise in revenue in the quarter, missing expectations.

    By Mary Sadler
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    Earnings Report

    How International Sales Are Driving Under Armour’s Top Line

    Under Armour’s products are sold in North America, Europe, the Middle East, Africa, the Asia-Pacific region, and Latin America. Its revenue came in at $1 billion in 2Q16.

    By Sonya Bells
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    Earnings Report

    Nike May Have Jordan, but Under Armour Boasts Phenom Curry

    Although it’s a relatively new player in the sportswear industry, Under Armour has given tough competition to industry pioneers such as Nike (NKE) and Adidas (ADDYY).

    By Sonya Bells
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    Fund Managers

    The Nuveen International Growth Fund’s Portfolio Moves in YTD 2016

    The Nuveen International Growth Fund (NBQAX) invests at least 80% of its assets in non-US stocks. It can invest up to 30% of the portfolio in emerging markets.

    By David Ashworth
  • Company & Industry Overviews

    Timely Energy Exposure Helped FHJUX in 1Q16

    The Fidelity Advisor Europe Fund – Class A (FHJUX) fell 1.8% in 1Q16. But it still emerged as an above-average performer among the 12 funds in this review.

    By David Ashworth
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    Earnings Report

    UA Takes Important Strides in Connected Fitness, Digital Sales

    Connected fitness is one of Under Armour’s most important future growth drivers. The company has even begun reporting the business as a separate segment.

    By Phalguni Soni
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    Earnings Report

    Why Nike and Peers Are Cranking Up Their Presence in China

    Greater China (FXI) has been one of Nike’s (NKE) fastest-growing and most profitable markets. Nike derived 10.7% of its sales from this segment in fiscal 2015.

    By Phalguni Soni
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    Earnings Report

    Nike’s Sales Growth Projections for Fiscal 2Q16

    Nike (NKE) expects a mid-single-digit sales growth in fiscal 2Q16 and fiscal 2016. Analysts expect Nike to increase sales 5.7% in fiscal 2Q16.

    By Phalguni Soni
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    Earnings Report

    China Drove 3Q15 Sales Growth for Under Armour, Nike, and Adidas

    This was a record quarter for Under Armour, with sales breaching the $1 billion mark for the first time.

    By Phalguni Soni
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    Company & Industry Overviews

    Why Nike Is Projecting Explosive Growth in Retail and Web Sales

    Nike’s rival Adidas (ADDYY) is targeting over 2 billion euros from web sales by 2020, as detailed in its latest five-year plan unveiled in March 2015.

    By Phalguni Soni
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    Company & Industry Overviews

    Analyzing Under Armour’s 3-Tier Store Model for Retail

    The DTC channel enables Under Armour (UA) and its peers make a brand statement. Due to the higher profitability impact, and also the control DTC gives over the brand, this is one of the most important channels for UA.

    By Phalguni Soni
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    Company & Industry Overviews

    Analyzing Under Armour’s Latest Growth Updates

    Under Armour is a growth company. In this series, we’ll discuss how the company plans to double its business in the next four years.

    By Phalguni Soni
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    Earnings Report

    Prospects Look Upbeat for Nike’s Direct-to-Consumer Channel Stores

    The direct-to-consumer channel has taken on an increased importance for Nike and its peers. In 2015, Nike’s DTC revenue was $6.6 billion—a 25.1% YoY growth.

    By Phalguni Soni
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    Earnings Report

    Why Consumer Companies Snatching Up Fitness App Firms

    Nike is one of the most digital savvy brands in the world. Its SNKRS app and customization options available on NIKEiD are strong drivers for sales.

    By Phalguni Soni
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    Earnings Report

    Under Armour’s Direct-to-Consumer Channels See a Traffic Surge

    Under Armour (UA) reported a 33% year-over-year increase in direct-to-consumer (or DTC) sales in 2Q15.

    By Phalguni Soni
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    Company & Industry Overviews

    Is Pricing a Key Market Share Differentiator in Sportswear?

    LULU currently has two sportswear stores in London, with its flagship store at trendy Covent Garden. It also has more stores on the way in London and in other European cities.

    By Phalguni Soni
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    Earnings Report

    Analyzing Lululemon’s Omni-Channel and E-Commerce Differentiators

    Lululemon is testing RFID (radio frequency identification) technology and plans to implement the technology, which is currently used in ~13 stores.

    By Phalguni Soni
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    Company & Industry Overviews

    Is the Grass Greener on the Other Side of Sportswear?

    Many sportswear firms, including Nike (NKE), Adidas (ADDYY), and Under Armour (UA), derive a larger chunk of their revenue from men’s products.

    By Phalguni Soni
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    Earnings Report

    Analyzing Lululemon Athletica’s International Opportunity Set

    Lululemon has expansion plans in Europe and Asia. The company is looking at 20 stores each in these regions by 2017, according to CEO Laurent Potdevin.

    By Phalguni Soni
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    Earnings Report

    Analyzing Future Revenue Streams for Nike

    Currency factors didn’t significantly affect futures orders growth in Greater China, which was up 22% in US dollar terms and 23% in constant currency terms.

    By Phalguni Soni
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    Earnings Report

    Nike’s Outlook: The Must-Know Game-Changers

    Since the company reports financial results in US dollars, the performance of the US dollar versus foreign currencies affects Nike’s performance.

    By Phalguni Soni
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    Earnings Report

    Why Company Indicators Spell a Strong Quarter for Nike

    Nike (NKE) projects a revenue increase in the low teens for 3Q15 on a constant currency basis. The stronger dollar should affect Nike’s revenue growth.

    By Phalguni Soni
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    Company & Industry Overviews

    SWOT Analysis: Balancing Under Armour’s Strengths And Weaknesses

    How strong is Under Armour’s business model? In the next parts of this series, you’ll read a SWOT analysis—looking at strengths, weaknesses, opportunities, and threats—of Under Armour, Inc. (UA). We’ll also compare the company to rival firms, the overall market, and the consumer discretionary (XLY) sector. In this part, we’ll cover the firm’s key strengths and weaknesses. […]

    By Phalguni Soni
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    Company & Industry Overviews

    Under Armour Shareholders Have Yet To See Dividends

    While growth in earnings per share has been strong, shareholders have seen nil returns in terms of dividends. UA chooses to reinvest cash flow in growth.

    By Phalguni Soni
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    Company & Industry Overviews

    Under Armour: Global Investment And Funding Plans

    Investment in another distribution center in Southeastern US and expansion of the company’s Baltimore headquarters will increase 2015 capex by $90 million.

    By Phalguni Soni
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    Company & Industry Overviews

    Lululemon Supplier, Manufacturer, And Distribution Overview

    Manufacturer base: There were about 35 manufacturers producing the company’s products as of the fiscal year ending February 2, 2014.

    By Phalguni Soni
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    Company & Industry Overviews

    Under Armour Revenues: Sources And Prospects Overseas

    United Armour revenues from foreign countries outside North America were about 6% of the total in 2013, but growing strong. A better presence should help.

    By Phalguni Soni
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    Company & Industry Overviews

    Porter’s 5 Forces: Under Armour And The Sportswear Industry

    Porter’s 5 Forces, developed by Harvard Business professor M. Porter, is a model of analysis used to gauge the level of competition within an industry.

    By Phalguni Soni
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    Company & Industry Overviews

    The World’s #5 Sports Brand: Under Armour’s Product Arsenal

    As a sports brand, UA has gained immense recognition. It’s ranked #5 in the “Forbes Fab 40: The World’s Most Valuable Sports Brands 2014.”

    By Phalguni Soni
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