Zacks Industry Outlook Highlights Lululemon Athletica, Ralph Lauren, Under Armour and Hanesbrands
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2025
0mins
Source: NASDAQ.COM
Industry Challenges: The textile-apparel industry is facing significant challenges due to inflation, supply chain disruptions, and rising costs, which are affecting profitability. Despite these issues, companies like Lululemon, Ralph Lauren, Under Armour, and Hanesbrands are focusing on digital transformation and brand enhancement strategies for long-term growth.
Company Strategies: Each company is implementing unique strategies; Lululemon aims to double its men's sales and enhance e-commerce, Ralph Lauren is investing in digital capabilities, Under Armour focuses on customer engagement and premium branding, while Hanesbrands emphasizes cost efficiency and innovation to adapt to market demands.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on UAA
Wall Street analysts forecast UAA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UAA is 5.69 USD with a low forecast of 4.00 USD and a high forecast of 9.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
4 Buy
12 Hold
3 Sell
Hold
Current: 6.070
Low
4.00
Averages
5.69
High
9.00
Current: 6.070
Low
4.00
Averages
5.69
High
9.00
About UAA
Under Armour, Inc. is an inventor, marketer and distributor of branded athletic performance apparel, footwear and accessories for men, women and youth. Its primary business operates in four geographic segments: North America, comprising the United States and Canada, Europe, the Middle East and Africa (EMEA), Asia-Pacific, and Latin America. Its apparel comes in three primary fit types: compression (tight fit), fitted (athletic fit) and loose (relaxed fit). Its footwear includes products for running, training, basketball, cleated sports, recovery and outdoor applications, as well as casual use. Its accessories primarily include athletic performance gloves, bags, headwear and socks. It sells its apparel, footwear and accessories in North America through wholesale and direct-to-consumer channels. It sells its apparel, footwear and accessories in EMEA primarily through wholesale customers and independent distributors, along with e-commerce Websites and brand and factory house stores.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Steph Curry Becomes First NBA Player to Wear On Shoes, Potential Endorsement Deal Looms
- First On Shoes Appearance: Golden State Warriors superstar Steph Curry was spotted wearing On shoes from Roger Federer's line during warm-ups, marking a potential entry for On into the basketball shoe market.
- Endorsement Deal Speculation: This move by Curry could indicate he is seeking an endorsement deal with On Holdings, which may enhance the brand's visibility in the athletic footwear sector.
- Positive Market Reaction: Shares of On Holdings rallied 4.6% in Wednesday afternoon trading, reflecting a favorable market response to Curry's choice of footwear, potentially signaling an increase in brand value.
- Curry's Relationship with Under Armour: With Curry's contract with Under Armour expiring in November, he is now a free agent, which may open up opportunities for collaboration with new brands, further advancing On's strategy in the basketball shoe market.
Continue Reading
Under Armour (UAA) Becomes Most Shorted Stock in Consumer Discretionary Sector with 34.96% Short Interest
- Short Interest Analysis: In December, the average short interest across the consumer discretionary sector rose, with Under Armour (UAA) becoming the most shorted stock at 34.96%, indicating market pessimism about its future performance.
- Competitor Comparison: Following UAA, Kohl’s (KSS) and Advance Auto Parts (AAP) had short interests of 25.86% and 21.75%, respectively, suggesting that confidence in these companies is also under pressure, which could affect their stock prices.
- Low Short Stocks: Amazon.com (AMZN) maintained a low short interest of only 0.69%, reflecting investor confidence in its future growth, which may provide support for its stock price.
- Market Trends: Overall, short positioning in the consumer discretionary sector remains concentrated in specific apparel, retail, and auto-related names, reflecting differing market perceptions that could influence investors' asset allocation strategies.
Continue Reading