COLM Stock Forecast & Price Target

Columbia Sportswear Co reported revenues of $943.4 million, reflecting a 1% year-over-year increase, with notable growth from the SOREL and prAna brands, which rose by 10% and 6%, respectively. The company's strong inventory management, highlighted by the healthy demand from retail partners for quicker deliveries, positions it favorably in the market, even as tariffs begin to exert pressure starting in FY26E. The unique democratic positioning of both the Columbia and Sorel brands provides significant opportunities for market share expansion, contributing to a cautiously optimistic outlook for future growth.

Columbia Sportswear Co is facing a challenging financial outlook with F3Q25 revenue guidance falling short of prior estimates, reflecting a year-over-year decline of 3% to 1%. The company's 4Q25 projections indicate revenue down between 8% to 5% year-over-year, along with diluted EPS guidance that also misses previous expectations. Additionally, the company's reliance on the US market, which has seen a decline in sales, alongside anticipated gross margin contraction due to tariff pressures, underlines the potential risks to its financial performance.