COLM Stock Forecast & Price Target

Columbia Sportswear Co reported revenues of $943.4 million, reflecting a modest increase of 1% year-over-year, highlighting the company's resilience in the competitive outdoor apparel market. The company benefits from the strong growth of its Sorel and prAna brands, which increased by 10% and 6%, respectively, while healthy inventory levels and management's positive outlook suggest potential upside in market share, particularly in the fall/winter season. Additionally, improvements in gross margins, despite the challenges posed by tariffs, indicate a solid foundational performance that positions the company for continued growth.

Columbia Sportswear Co's financial outlook is negative due to disappointing revenue guidance for both F3Q25 and 4Q25, with projected revenues declining year-over-year by 3% to 1% and 8% to 5%, respectively, falling short of analyst expectations. Additionally, the company reported a diluted EPS guidance for F3Q25 significantly below prior estimates, including a notable $0.35 shortfall at the midpoint, leading to a lowered annual EPS expectation of $3.20, representing a 16% decline compared to the previous year. Furthermore, the company is facing challenges in its domestic market, with a decline in US sales of 1.5% year-over-year, exacerbated by soft sell-throughs for the Columbia brand and pressures related to gross margin contraction.