Columbia Sportswear (CUW) AI Stock Analysis

Company Guidance

For the fourth quarter, Columbia anticipates sales growth of 3.5% to 7% and EPS in the range of $1.85 to $2.10; for the full year, it forecasts sales growth of up 2% to 3%, reported EPS in a range of $4.65 to $4.90, reported gross margins of 52.1% to 52.3%, or up 160 to 180 basis points versus the prior year, SG&A at 43.8% to 44% of net sales, and reported operating margins in the range of 8.7% to 9.1%. The outlook includes a roughly 180 basis point benefit from tariff refunds, net of accommodations to factory partners. For the fourth quarter, DTC brick-and-mortar is planned at a commensurate level with the third quarter’s 4% growth, while e-commerce is planned at a low double-digit percent level; the company expects about a $30 million shift between Q3 and Q4, representing a 2.5 to 3 percentage points impact to revenue growth in each quarter. For the first half of 2027, it is currently forecasting wholesale growth in the mid-single-digit percent range, both in the U.S. and globally, with low- to mid-single-digit growth also anticipated in U.S. wholesale, and continues to forecast double-digit percent level growth in China on a full year basis.