Under Armour Inc. (UAA): Global Consumer and Retail Conference 2026 — Key Takeaways

This Goldman Sachs report summarizes key takeaways from Under Armour Inc. (UAA) management's presentation at the Global Consumer and Retail Conference held in New York on September 14-15, 2026, featuring President & CEO Kevin Plank and EVP & CFO Reza Taleghani. Management discussed initiatives to drive stronger momentum: an enhanced focus on product assortment and innovation, clearer storytelling, and marketplace execution. Early traction from the Bouncy Tee is set to be replicated in the Helix Tee franchise, with monthly new product innovation drops globally next year supported by more efficient and cohesive global marketing. Key takeaways include: brand repositioning, with the company having become overly complex at roughly 12k SKUs before significantly reducing assortment to concentrate on fewer, more differentiated products; product innovation and premiumization defined by increased full-price selling, reduced promotional activity (particularly in outlets), and improved ASP;