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Bob Drubel

Managing Director and Consumer Retail Analyst at BTIG

Robert Drbul is a Managing Director and Consumer Retail Analyst at BTIG, specializing in broadline retailing, warehouse clubs, off-price and department stores, footwear, apparel, accessories, luxury goods, and specialty retail. He maintains a 53% success rate across 506 ratings with an average return of 4.40% per rating, and has achieved notable recognition including his most profitable call on Kontoor Brands (KTB) which returned +238.40%. Drbul has been ranked #1 or #2 by Institutional Investor (Extel) eleven times in the Textile, Footwear and Apparel category and held similar analyst roles at Guggenheim Securities, Nomura Securities, Barclays Capital, and Lehman Brothers before joining BTIG. He holds a BA in Economics from Yale University and an MBA from Cornell University's Johnson School of Management.

Bob Drubel's questions to Under Armour (UAA) leadership

Question · Q3 2026

Bob Drubel asked about Under Armour's footwear segmentation strategy in a competitive market, specifically if stabilization will be driven by increased penetration of 'better and best' products or by 'good' level offerings.

Answer

CEO Kevin Plank outlined a strategy to concentrate growth at the 'better and best' levels while maintaining 'good' offerings. He emphasized clear segmentation, global continuity, leveraging winning categories like HeatGear and ColdGear, and driving higher ASPs, particularly in footwear with new $100+ sportswear styles.

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