COLM Stock Forecast & Price Target

Columbia Sportswear Co reported revenues of $943.4 million, reflecting a modest 1% increase, with significant growth from its Sorel and prAna brands, indicating strong brand resilience and product demand. Favorable weather conditions in the U.S. have contributed to robust sell-through of outerwear, supporting healthy inventory levels and positive seasonal trends that could enhance sales in the upcoming quarters. Additionally, the company's strategic positioning and anticipated return to growth are bolstered by the incremental growth potential of the Sorel brand and a rebound from previous challenges such as retailer destocking and adverse weather conditions.

Columbia Sportswear's fourth-quarter 2025 revenue guidance of $1,008 million to $1,041 million indicates a decline of 5% to 8% year-over-year, significantly missing previous revenue estimates. The company's projected earnings per share (EPS) for the same quarter has been reduced to a range of $1.04 to $1.34, down from earlier expectations of $1.43, reflecting a concerning trend in profitability with a forecasted full-year EPS decline of 16%. Additionally, the anticipated 0.4% sales decline in 2025, compounded by a slight contraction in gross margins due to ongoing tariff uncertainties, may further weigh on the stock's performance, especially as U.S. sales lag behind growth in other regions like EMEA.