Under Armour (NYSE: UA) (NYSE:UAA) is one of those companies that grasps: a) the importance of Millennials, b) understands e-commerce and the multichannel - mobile in particular, and c) has the marketing know-how to navigate this increasingly complex market.
Investors who know a thing or two about financial statements can connect the proverbial dots. The first stop is being attuned to revenue; revenue, of course, is the precursor to profits. Most importantly, revenue is driven by marketing.
More dot-connecting - it's no secret that most brick-and-mortar companies are increasingly faced with an inability to compete in the digital world.
