Jordan and Under Armour; The New Standards of Excellence

I have become over the last year an Under Armour convert and must say UA golf apparel has the perfect combination of quality, fit , performance and style. Sort of like Jordan don't you think?

UA golf shorts and pants are a must. Shirts do not fit me great, I still prefer g-mac. As to shoes, I truly hope they release a spikeless golf shoe set on the original Apollo platform. That would kick my LC3 and Brooks PureGrit.

Ummm. Ok. UA is having a good year with Brady, Curry and Spieth. Outside of that, their innovation is terrible. They make ok stuff. Standard of excellence? No.

[quote name='Chilidog' timestamp='1434982534' post='11809088']
Ummm. Ok. UA is having a good year with Brady, Curry and Spieth. Outside of that, their innovation is terrible. They make ok stuff. Standard of excellence? No.
[/quote]

20 consecutive quarters of growth, I'd say there the new standard.

[quote name='SC-TX 88' timestamp='1434982988' post='11809138']
[quote name='Chilidog' timestamp='1434982534' post='11809088']
Ummm. Ok. UA is having a good year with Brady, Curry and Spieth. Outside of that, their innovation is terrible. They make ok stuff. Standard of excellence? No.
[/quote]

20 consecutive quarters of growth, I'd say there the new standard.
[/quote]

The question wasn't about their business. It was about their products being the standard of excellence. As for their business, you might want to take a look across the country in Beaverton as the standard.

I like the Adidas stuff. I have a UA storm jacket, but it is like any other.

And THIS is the thread I was dreading as soon as DJ 3-jacked on 18. Yeah guys go wear UA and you'll win Majors just like young JS.

[quote name='BoogieThumper' timestamp='1434984741' post='11809452']
And THIS is the thread I was dreading as soon as DJ 3-jacked on 18. Yeah guys go wear UA and you'll win Majors just like young JS.
[/quote]

That's funny! Says the guy sporting all Nike, so they can be "Tiger Woods".

[quote name='Chilidog' timestamp='1434982534' post='11809088']
Ummm. Ok. UA is having a good year with Brady, Curry and Spieth. Outside of that, their innovation is terrible. They make ok stuff. Standard of excellence? No.
[/quote]

Brady, Curry and Spieth? Those are three of the biggest names in sports, all having huge years repping a brand who is technically a newcomer to those three sports. Unlike Nike, who has been around since the 1960s, UA has been around for less than 20 years. And they started expanding into basketball and golf just recently. So is UA the new standard of excellence? Not quite. But right now they are rapidly expanding in most realms of the sporting world, representing some of the most recognizable athletes on the planet, and based on my experience and what I've heard from others, their customer service is second to none. Pretty impressive stuff in my opinion.

UA stuff is ok but I still prefer RL or Lululemon. Their stuff just seems so much better to me.

UA won the lottery when they signed Spieth. I guess the price of their gear will be going up

[size=4]Awesome trendy upstarts? Yup![/size]

[size=4]The new standard of excellence? No. [/size]

[size=4]Definition of Standard of Excellence: Against which similar things must be measured or judged. [/size]
(This isnt meant as an insult. I'm wearing a UA shirt right now, and 1/3 my closet is UA.)

UA has the best shorts and pants (fit, length, feel). That comfort waistband is unreal.

As for their shirts, belts, etc.....They are pretty average and tasteless.

I've been wearing UA apparel for a number of years now because a few years ago everyone was wearing Nike everything trying to look like Tiger and I wanted to be different. Now that I've stuck with UA, it's a bonus that Jordan Spieth will be their biggest ambassador and no one can call me a bandwagoner.

I love their shorts and pants for golf. I'm not a huge fan of their golf shirts. Just seem a bit boring for my tastes. As far as off the course, they are pretty much all I wear. Their heatgear this year has great shorts and shirts. And once winter comes around I wear nothing but their stuff.

In my opinion, my Nike dri fit flat front shorts fit WAY better than my UA did in the exact same size....yes I'm a swoosh fan boy, always have been but there's no denying my Nike's fit better than my UA's did

I like the UA products I have a couple pairs of shoes one for the trail that I love and dread the day they are worn out and the other is my go to shoe for the gym. The UA hunting gear is top of the line IMHO and They are making smart moves across the sporting world. They signed a promising young star in JS that turned out to be as stated by another here like winning the lottery, but they also made other gutsy, but smart moves in signing Notre Dame, and other big name professionals that have been named in earlier post. UA has the momentum and smart leadership that I feel will only continue to solidify their presence as a top sporting good/apparel brand.

Never liked what under armour did for the east dillon lions. Too bland. Haven't looked at them since.

I've loved UA gear before 2000 when they were specializing in their long sleeve compression "under" shirts. Really hope Steph Curry stays with them too now that he's blowing up.

UA is nice and JS is certainly going to add value and exposure to their brand. Saw this the other day.
[color=#333333]
[size=4]Nike is actually the No. 1 most valuable apparel brand. [b]Not footwear brands or athletic apparel brand, but the leading apparel brand[/b] ahead of Zara, H&M, Ralph Lauren, Hugo Boss, Gucci and Tommy Hilfiger. It also beat Louis Vuitton, Hermès, adidas and Lululemon, who also sit on the Top 10 apparel brand list. See the Top 5 Most Valuable Apparel Brands 2015 here below:[/size][/color][color=#333333]
[size=4][font=arial,helvetica,sans-serif]1. Nike
2. Louis Vuitton
3. Zara
4. Hermes
5. H&M[/size][/font][/color][color=#333333]
[size=4]The shift in rankings and rise of Nike certainly underlines a general trend in the industry, the rise of athletic footwear and so called “athleisurewear.”[/size][/color]

Their golf apparel is awful. Mr Plank is having a great Spring, as has been mentioned w/ Spieth, Curry, and Brady. But nobody will ever confuse their liscensed golf apparel (produced by Gear for Sports), with quality.

How did you find out, or hear that Gear for Sports makes UA's golf apparel?

[quote name='DukeOfChinoHills' timestamp='1435016176' post='11814036']
How did you find out, or hear that Gear for Sports makes UA's golf apparel?
[/quote]

[url="http://gearforsports.com/ua_golf.htm"]http://gearforsports.com/ua_golf.htm[/url]

Gear for Sports doesn't do any of the the stuff for UA other than logoed wear. If your club wanted their logo on a UA golf shirt, they buy the shirt from UA at wholesale and logo it and send it to your club. They don't do anything else other than that.

[quote name='Chilidog' timestamp='1434983731' post='11809254']
[quote name='SC-TX 88' timestamp='1434982988' post='11809138']
[quote name='Chilidog' timestamp='1434982534' post='11809088']
Ummm. Ok. UA is having a good year with Brady, Curry and Spieth. Outside of that, their innovation is terrible. They make ok stuff. Standard of excellence? No.
[/quote]

20 consecutive quarters of growth, I'd say there the new standard.
[/quote]

The question wasn't about their business. It was about their products being the standard of excellence. As for their business, you might want to take a look across the country in Beaverton as the standard.
[/quote]

Do yourself a favor and do a little research on what each company's growth rate (and corresponding share price) has been since 2008 or so. I think you'll see UA is the standard for any investor in the athletic apparel industry.

I love when someone tries to tell me something about my business. You tell me which company is the standard of excellence again:

Company A:
1 Quarter of Revenues: $7B
Stock price: $106

Company B:
2014 Annual Revenues: $3B
Stock price: $84

Which would you choose as the standard of excellence? Again, this was about product.

[quote name='Chilidog' timestamp='1435026309' post='11815598']
I love when someone tries to tell me something about my business. You tell me which company is the standard of excellence again:

Company A:
1 Quarter of Revenues: $7B
Stock price: $106

Company B:
2014 Annual Revenues: $3B
Stock price: $84

Which would you choose as the standard of excellence? Again, this was about product.
[/quote]


Chili i agree w/ you. I like when people are comparing the growth of a smaller company to a larger one. If Im not mistaken NIKE added a UA in their sales last year (related to dollars). Tough to catch a company when they are out growing you.

I like their shorts just fine but that's about it. I just don't know how much product Spieth will actually move. He's great but it takes more than athletic talent to do it. He needs to show more personality and charisma.

[quote name='RICKYBOBBY' timestamp='1435026987' post='11815676']
[quote name='Chilidog' timestamp='1435026309' post='11815598']
I love when someone tries to tell me something about my business. You tell me which company is the standard of excellence again:

Company A:
1 Quarter of Revenues: $7B
Stock price: $106

Company B:
2014 Annual Revenues: $3B
Stock price: $84

Which would you choose as the standard of excellence? Again, this was about product.
[/quote]


Chili i agree w/ you. I like when people are comparing the growth of a smaller company to a larger one. If Im not mistaken NIKE added a UA in their sales last year (related to dollars). Tough to catch a company when they are out growing you.
[/quote]

I know we're getting way off track now, so apologies to everyone else for that. Your both missing the point. From a purely investment standpoint UA is the better option. The fact that you are showing stock price and revenue just proves my point that your missing the fact. As an investor (and yes I do this at an institutional level) I want UA. For all your comparisons of how much bigger Nike is I ask you just look at Microsoft and Apple. Different industry alebit you can scale Nike and UA to them 20-30 years ago. Nike is a blue chip and no arguing that and UA is a midcap where your almost buying alpha, but that alpha comes at a cheap share price compared to competition, with a faster growth rate, and proven splits every time the stock touches 100. It's not rocket science. You can buy UA at 90 watch it split at 100 back to 50, and watch it go back up to 100 and do this over again. And at because of its growth rate that it can actually sustain this. It's growing like a tech company but producing a consumer good, will it stop? Eventually yes but not until its market cap begins to outstrip its growth. And for any investor that is a long time horizon.

SC-TX,

I appreciate the investor side of things. But we are talking about the standard of excellence. We can look at lots of different stocks that got hot and did just that and then the company flamed out. But the long term guys like McDonald's and Coke would be considered the standards of excellence, correct?