UA’s Latest: Muscle Recovery Suit

While the focus for UA (and the Street) has clearly been on UA's footwear initiatives, the company is also keeping its foot on the gas in its apparel business as evidenced by the launch of its' new muscle recovery enhancing body suit (see below).  These garments (priced $89.99 for tops, and $99.99 for bottoms) serve the same purpose as taping a strained area of the body after a workout. The technical benefit is a combination of increased oxygen flow while at the same time expelling excess water out of muscles, and therefore accelerating recovery time.


Is this the answer to all the bears who are concerned about lack of growth in apparel? No, it's probably no more than a 5% boost to apparel sales growth based on my math (which ain't half bad). Also, this is a pure performance product which has a more limited audience than would a typical product by an active weekend warrior. But it is another tool in UA's arsenal to solidify its relationship with the high school performance athlete, which ultimately serves as a halo to grow its other businesses that have more mass appeal.


UA’s Latest: Muscle Recovery Suit - UA Recovery Suit

Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

read more

Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

read more

A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

read more

Cartoon of the Day: Green Thumb

So far, 64 of 498 companies in the S&P 500 have reported aggregate sales and earnings growth of 6.1% and 16.8% respectively.

read more

Europe's Battles Against Apple, Google, Innovation & Jobs

"“I am very concerned the E.U. maintains a battle against the American giants while doing everything possible to sustain so-called national champions," writes economist Daniel Lacalle. "Attacking innovation doesn’t create jobs.”

read more

An Open Letter to Pandora Management...

"Please stop leaking information to the press," writes Hedgeye Internet & Media analyst Hesham Shaaban. "You are getting in your own way, and blowing up your shareholders in the process."

read more

A 'Toxic Cocktail' Brewing for A Best Idea Short

The first quarter earnings pre-announcement today is not the end of the story for Mednax (MD). Rising labor costs and slowing volume is a toxic cocktail...

read more

Energy Stocks: Time to Buy? Here's What You Need to Know

If you're heavily-invested in Energy stocks it's been a heck of a year. Energy is the worst-performing sector in the S&P 500 year-to-date and value investors are now hunting for bargains in the oil patch. Before you buy, here's what you need to know.

read more

McCullough: ‘My 1-Minute Summary of My Institutional Meetings in NYC Yesterday’

What are even some of the smartest investors in the world missing right now?

read more

Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

read more

Jim Rickards Answers the Hedgeye 21

Bestselling author Jim Rickards says if he could be any animal he’d be a T-Rex. He also loves bonds and hates equities. Check out all of his answers to the Hedgeye 21.

read more