• Under Armour Q4 2026 earnings call transcript published today, with President, CEO and Director Kevin A. Plank, CFO and EVP Reza Taleghani, SVP Finance and Capital Markets Lance Allega.
• FY 2027 outlook calls for revenue down slightly, with about 1 point hit from Curry brand exit; adjusted operating income seen at USD 140 million-USD 160 million, adjusted diluted EPS at USD 0.08-USD 0.12.
• Gross margin expected to expand 220-270 bps, including assumed IEEPA tariff-related refund worth about 150 bps; first-quarter gross margin seen up 610-630 bps with about 600 bps tied to the refund.
• North America seen down low-single digits for FY 2027, with first quarter revenue expected down 2%-3% on a high-single-digit North America decline; management flagged Q1 as trough, citing cautious retail conditions and wholesale order reset.
• Strategy centers on “premiumization” and tighter assortments, including 25% SKU reduction over two years; marketing spend to rise by about USD 30 million within a roughly USD 0.5 billion budget to drive product-led storytelling and improve eCommerce traffic.

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