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UAABEARISHNotable comment · 2/5

Retail sales softness hits aspirational brands

The discussion noted soft consumer demand, particularly for aspirational brands like Under Armour, as evidenced by a surprise drop in retail sales.

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The story so far
OPEN · 4 MENTIONS · 4 SHOWS
2 SUPPORT · 2 REPEAT
  1. 14 AUG 2026 · YESTERDAY · FIRST HEARD
    BLOOMBERG SURVEILLANCE
    • Retail sales softness hits aspirational brands · THIS IDEA
  2. 14 AUG 2026 · YESTERDAY
    WSJ WHAT'S NEWS
  3. 14 AUG 2026 · YESTERDAY
    CNBC FAST MONEY
  4. 14 AUG 2026 · YESTERDAY
    MARKETPLACE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE