Group 1 - The core point of the article highlights Under Armour's stock price has risen for the ninth time in ten trading days, primarily due to Fairfax Financial Holdings increasing its stake in the company to over 30 million shares, representing 16.1% of its outstanding shares, a significant increase from the previously disclosed 9% [1] - Despite the increased stake, the market does not expect Fairfax to initiate a proxy fight or push for management changes, as the firm is known for its long-term value investment approach [1] - Under Armour's latest Q2 earnings exceeded market expectations, with a 5% year-over-year decline in sales and a loss of $0.04 per share. The company has revised its revenue guidance for FY2026 to a decline of 4%-5%, narrowing from the previous 6%-7% forecast, while expected earnings per share have been raised to $0.03-$0.05, significantly above the prior range of $0.01-$0.02 [1] Group 2 - The upward revision of the FY2026 guidance reflects the company's "brand premiumization" strategy, focusing on the top 10 core products for efficient resource allocation, strengthening direct-to-consumer channels, and systematically reducing reliance on traditional high-discount promotional models [2] - As of the latest close, Under Armour's stock price increased by 7.53% to $5.14, although it has declined nearly 40% year-to-date [3]
“加拿大巴菲特”暴力抄底安德玛(UAA.US) 超16% 股权，释放何种信号?