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    Chris

    Managing Director and Washington Strategist at TD Cowen

    Chris Krueger is a Managing Director and Washington Strategist at TD Cowen, specializing in U.S. policy analysis with a focus on Federal fiscal programs, regulatory impacts, and Washington developments. He provides coverage on the macroeconomic environment affecting both the private and public sectors, including companies sensitive to federal aid, regulation, and policy shifts. Krueger joined TD Cowen's Washington Research Group in August 2016, having previously established his expertise in policy research and strategic advisory. He holds recognized industry credentials, including FINRA registration and relevant securities licenses, and is noted for delivering actionable insights reflected in high media visibility and consistent recognition for accurate policy forecasting.

    Chris's questions to Under Armour (UAA) leadership

    Chris's questions to Under Armour (UAA) leadership • Q4 2025

    Question

    Chris from TD Cowen inquired about the long-term opportunity for segment margin recovery in North America and asked about the expected category mix between apparel and footwear within the Q1 revenue guidance.

    Answer

    CEO Kevin Plank addressed the North America question by focusing on the cultural reset and the fundamental goal of driving brand affection with the 16-to-24-year-old consumer, rather than providing a specific margin target. CFO David Bergman stated that for Q1, footwear is expected to face more pressure than apparel, which provides a slight benefit to gross margin as footwear currently has a lower margin profile, a gap the company is actively working to close.

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