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    Geoff Lowery

    Partner and Retail & Sporting Goods Analyst at Redburn at Redburn

    Geoff Lowery is a Partner and Retail & Sporting Goods Analyst at Redburn Atlantic, specializing in the coverage of major consumer-focused companies such as Under Armour, Nike, Lululemon Athletica, and On Holding. Throughout his career, Lowery has delivered high-impact investment recommendations, including calls such as a Buy rating for Under Armour that yielded a 119.33% return, and has consistently provided market-moving insights in the apparel and sporting goods sectors with measurable results. Before joining Redburn Atlantic, he served as a Senior Research Analyst at AllianceBernstein and held previous analyst roles at Redburn Partners, building a reputation for rigorous equity research and sector expertise. He holds professional credentials as a regulated analyst recognized for his depth of expertise in retail investing and trading research.

    Geoff Lowery's questions to Under Armour (UAA) leadership

    Geoff Lowery's questions to Under Armour (UAA) leadership • Q1 2025

    Question

    Geoff Lowery from Redburn asked for more detail on the brand's performance in EMEA and APAC, questioning how much was driven by market dynamics versus Under Armour's own reset activities.

    Answer

    CEO Kevin Plank characterized EMEA as the strongest region from a momentum standpoint, driven by authenticity in football and key wholesale partnerships, though they are proceeding cautiously due to the macro environment. He described APAC as more complicated, facing macro pressures and intense competition, requiring more attention from the home office. The upcoming Stephen Curry tour is seen as a key catalyst for the region.

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