Columbia Sportswear 주식 (NASDAQ: COLM)

에 대한 최신 뉴스 Columbia Sportswear (NASDAQ:COLM) 주식

Columbia Sportswear

Columbia Sportswear Co makes outdoor and active-lifestyle apparel, footwear, equipment, and accessories that it sells under four primary brands: Columbia, Sorel, Mountain Hardwear, and prAna. The majority of sales are in the United States, but the company also has remarkable sales in its three other geographic segments: Latin American and Asia-Pacific; Europe, Middle East, and Africa; and Canada. The majority of sales are through wholesale channels, including sporting goods and department stores, but the company also operates its own branded stores in each of its geographic segments. Columbia sources products from around the world and uses contract manufacturers outside the United States, predominantly in Asia to manufacture its various products.

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도널드 트럼프 대통령 당선인이 제안한 관세는 이미 여러 산업의 기업들을 뒤흔들기 시작했으며, 많은 기업이 이익을 보호하기 위한 조치를 취하고 있다. 모든 수입품에 10~20%의 세금을 부과하고 중국산 제품에 60~100%의 관세를 부과하는 관세는 상당한 우려를 불러일으키고 있으며, 그 비용은 소비자의 지갑으로 바로 전가될 가능성이 높다.

오토존 CEO &#34;관세 비용 소비자에게 전가할 것&#34;, 가격 인상하는 또 다른 기업은?

Columbia Sportswear Company - Common Stock

Columbia Sportswear Co

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Keybanc raised the price target for Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) from $96 to $100. Keybanc analyst Bradley Thomas maintained an Overweight rating. Walmart shares closed at $94.55 on Tuesday. <a href="https://www.benzinga.com/quote/WMT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Truist Securities boosted the price target for Phreesia, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHR#NYSE">PHR</a>) from $31 to $34. Truist Securities analyst Jailendra Singh maintained a Buy rating. Phreesia shares closed at $24.14 on Tuesday. <a href="https://www.benzinga.com/quote/PHR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo cut RxSight, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXST#NASDAQ">RXST</a>) price target from $56 to $42. Wells Fargo analyst Larry Biegelsen downgraded the stock from Overweight to Equal-Weight. RxSight shares settled at $39.17 on Tuesday. <a href="https://www.benzinga.com/quote/RXST/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Oppenheimer increased Trimble Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRMB#NYSE">TRMB</a>) price target from $77 to $88. Oppenheimer analyst Kristen Owen maintained an Outperform rating. Trimble shares closed at $74.12 on Tuesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley cut Zenas BioPharma, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBIO#NASDAQ">ZBIO</a>) price target from $40 to $35. Morgan Stanley analyst Vikram Purohit maintained an Overweight rating. Zenas BioPharma shares closed at $9.50 on Tuesday.  <a href="https://www.benzinga.com/quote/ZBIO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Susquehanna boosted Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) price target from $339 to $375. Susquehanna analyst James Friedman maintained a Positive rating on the stock. Visa shares closed at $312.38 on Tuesday. See how other analysts view this stock.</li>
<li>Piper Sandler raised the price target for Synovus Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNV#NYSE">SNV</a>) from $56 to $64. Piper Sandler analyst Brad Milsaps maintained an Overweight rating. Synovus Financial shares settled at $55.14 on Tuesday. <a href="https://www.benzinga.com/quote/SNV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley boosted United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) price target from $88 to $130. Morgan Stanley analyst Ravi Shanker maintained an Overweight rating. United Airlines shares closed at $96.53 on Tuesday. <a href="https://www.benzinga.com/quote/UAL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo increased the price target for Intuitive Surgical, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) from $549 to $630. Wells Fargo analyst Larry Biegelsen maintained an Overweight rating. Intuitive Surgical shares closed at $538.09 on Tuesday. <a href="https://www.benzinga.com/quote/ISRG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel raised Columbia Sportswear Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) price target from $92 to $100. Stifel analyst Jim Duffy maintained a Buy rating. Columbia Sportswear shares closed at $90.09 on Tuesday. <a href="https://www.benzinga.com/quote/COLM/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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Visa To Rally Over 20%? Here Are 10 Top Analyst Forecasts For Wednesday

Stifel analyst Jim Duffy maintains Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with a Buy and raises the price target from $92 to $100.

Stifel Maintains Buy on Columbia Sportswear, Raises Price Target to $100

Corporate brass has already laid out counterstrategies to President-elect <a href="https://www.benzinga.com/topic/tariffs">Donald Trump&#8216;s tariff plans</a>. 
The Trump administration is expected to raise tariffs on Chinese imports by an average of 20 percentage points, with non-consumer goods facing hikes as high as 60 percentage points, Goldman Sachs&#8217; Ronnie Walker said in a Tuesday note.
Additional tariffs on auto imports are also expected, along with a 40% chance of a universal 10%-20% tariff on all imports from other countries, the economist said.
Goldman Sachs analyzed discussions over the third quarter and identified three key tactics based on insights from corporate commentary.
Here's how U.S. businesses are bracing for the tariff storm:
<h2 class="wp-block-heading">Strategy 1: Make Customers Pay More</h2>
In dealing with higher import costs, many companies will take the straightforward approach: raise prices.
Major firms like AutoZone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) and Best Buy Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) said they expect to pass tariff expenses directly to customers.
As Goldman Sachs highlighted in its note, Best Buy acknowledged that in previous tariff rounds, costs were &#8220;largely shared between vendors, the company, and ultimately the end customer.&#8221;
Similarly, Traeger Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COOK#NYSE">COOK</a>) said, &#8220;Pricing is always a lever… most brands will lean into price to mitigate the downside.&#8221;
Goldman Sachs economists highlighted that tariffs tend to raise prices across the board, with the burden typically landing on consumers. 
&#8220;The&nbsp;experience&nbsp;of the first Trump administration shows that tariffs are largely passed on to consumer prices,&#8221; Walker wrote.
<h2 class="wp-block-heading">Strategy 2: Stockpile Imports</h2>
Some companies are racing to get ahead of the tariff curve by stockpiling goods.
Archer-Daniels-Midland Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>) indicated during its third-quarter earnings call that the trend of building up inventories in advance reflects preparation &#8220;for the eventuality of tariffs,&#8221; according to Goldman Sachs. 
Clarus Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLAR#NASDAQ">CLAR</a>) also highlighted that pulling forward purchases before tariffs take effect provides a buffer: 
"Once we get a sense of the timing and magnitude of tariffs, we can adjust purchases to build inventory," Clarus said on its earnings call, according to Goldman Sachs. 
The investment bank added: &#8220;Our global economics team recently&nbsp;collected&nbsp;anecdotal reports that suggest this may already be underway.&#8221;
Port data from China has shown a notable spike in U.S.-bound shipments since the 2024 election. European exporters are also reportedly front-loading shipments to avoid potential tariffs.
Stockpiling is only a temporary fix, as storage and carrying costs can erode margins over time, per Goldman Sachs.
<h2 class="wp-block-heading">Strategy 3: Reshuffle Supply Chains</h2>
For many companies, shifting supply chains away from tariff-heavy regions like China has become the top long-term solution. 
Over the last seven years, U.S. manufacturers have been reducing dependence on Chinese imports in favor of Mexico and other Asian countries, according to Goldman Sachs.
Goldman Sachs highlighted insights from American Woodmark Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMWD#NASDAQ">AMWD</a>) and Stanley Black &amp; Decker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>). 
While American Woodmark has "significantly reduced exposure to Chinese imports," Stanley Black &amp; Decker said it may shift production to &#8220;other parts of Asia, or Mexico.&#8221;
Yet Goldman economists said moving production back to the U.S., a strategy often referred to as &#8220;reshoring,&#8221; still remains unlikely.
<h2 class="wp-block-heading">Is Reshoring Realistic?</h2>
"It's just not cost-effective," said Stanley Black &amp; Decker. "There's also a labor shortage in the U.S. to consider."
Columbia Sportswear Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) added that even with tariffs as high as 40% on some footwear and apparel, the cost differential hasn't spurred increased domestic production.
Despite calls for more domestic manufacturing, evidence suggests the U.S. economy remains deeply reliant on imported goods. 
Over the last decade, imports of foreign intermediate and final manufactured goods have outpaced domestic manufacturing growth, according to Goldman Sachs.
Boot Barn Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>) acknowledged the challenge of fully decoupling from China. 
Goldman Sachs highlighted management remarks from Boot Barn Holdings&#8217; third-quarter earnings call: &#8220;We won't move completely out of China, but we've done a good job balancing our exposure.&#8221;
On a more optimistic note, Digi International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGII#NASDAQ">DGII</a>) revealed contingency plans to relocate manufacturing to U.S.-based facilities if conditions allow. 
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Trump's Tariff Storm: 3 Survival Strategies US Companies Are Using To Fight Back

TD Cowen analyst John Kernan maintains Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with a Hold and raises the price target from $70 to $84.

TD Cowen Maintains Hold on Columbia Sportswear, Raises Price Target to $84

Walmart&#8217;s CFO, John David Rainey, recently said that if President-elect Donald Trump's proposed tariffs take effect, <a href="https://www.benzinga.com/news/earnings/earnings-beats/24/11/42085839/us-retail-giant-walmarts-growth-is-fueled-by-75-of-its-customers-earning-in-six-figures-ceo-doug-mcmillon-explains">Walmart</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) will need to raise prices on certain items.
Speaking with CNBC, Rainey explained, "We never want to raise prices. Our model is everyday low prices. But there probably will be cases where prices will go up for consumers."&nbsp;
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These proposed tariffs include a 10-20% tax on all imports and could go as high as 60-100% on products from China. Retailers like Walmart, AutoZone, Lowe's and others are already speaking out about how these potential changes could make everyday goods more expensive for customers.
The majority of goods Walmart sells are not at risk of tariffs, as about two-thirds of the items sold by Walmart are made, grown or assembled in the U.S. However, tariffs may have a major effect on the remaining one-third of imported goods. In recent years, Walmart has been expanding its supply chain by sourcing from other countries to lessen its reliance on China.
Lowe's CEO Marvin Ellison also expressed concern, saying they're talking to suppliers to understand how the tariffs might affect prices.
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Other companies are also taking measures to deal with the tariffs. AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) CEO Philip Daniele, for example, has recently stated that if tariffs are imposed, <a href="https://www.benzinga.com/startups/24/11/42027079/we-will-pass-those-tariff-costs-back-to-the-consumer-says-ceo-of-autozone-heres-a-look-at-other-companies-raising-prices">they will pass those costs onto the consumers</a>. Because AutoZone anticipates the impact on their margins, they even plan to hike prices before the tariffs go into effect. Similarly, Steve Madden intends to shift some of its production to Vietnam, Cambodia and Mexico to lessen its dependency on Chinese production, though price increases are still possible.
<a href="https://www.benzinga.com/news/earnings/24/10/41599361/stanley-black-decker-q3-earnings-revenue-misses-cost-savings-drive-margin-gains-narrows-2024-eps-gu">Columbia Sportswear</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) has also raised concerns, with CEO Tim Boyle mentioning that the company may also have to raise prices. The National Retail Federation also <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study">predicted price rises for commonplace goods</a> like apparel, shoes and furniture, warning that these tariffs essentially tax the American people. They anticipate that a $100 coat may increase by up to $21, while a $90 pair of sneakers might cost between $106 and $116.
<a href="https://www.benzinga.com/insights/analyst-ratings/24/10/41451898/what-analysts-are-saying-about-dollar-tree-stock">Dollar Tree</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), which imports many of its products from China, may have to rethink its fixed-price-point model of $1.25 per item if tariffs push costs too high. This could jeopardize the retailer&#8217;s value-focused business strategy by forcing it to either absorb the additional expense or pass it on to customers.
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Walmart CFO Says They Don't Want To Raise Prices, But 'Prices Will Go Up For Consumers' Due To Upcoming Tariffs

President-elect Donald Trump&#8217;s proposed tariffs have already <a href="https://www.benzinga.com/news/24/11/41871407/trumps-tariffs-deportations-and-tax-cuts-may-push-prices-higher-experts-say-its-pretty-clear">begun to upend businesses</a> in several industries and many are taking action to safeguard their profits. The tariffs, which include a 10-20% tax on all imports and a potential <a href="https://www.benzinga.com/news/global/24/11/41870809/china-may-benefit-from-trumps-return-to-white-house-despite-his-tariff-plans-says-expert-short-term-pain-but-potentially-long-term-strategic-gain">60-100% on goods from China</a>, are causing significant concern – and the costs are likely coming right to consumers' wallets.
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Philip Daniele, the CEO of AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>), has stated unequivocally that if these tariffs are imposed, consumers will bear the expense. On a recent earnings call, Daniele said, &#8220;If we get tariffs, we will pass those tariff costs back to the consumer.&#8221; The company expects to raise prices even before the tariffs take effect, anticipating how these new policies will impact its margins.
<h2 class="wp-block-heading">Who Else Is Raising Prices?</h2>
Many other businesses, particularly those that depend significantly on foreign suppliers, are also preparing for possible price increases, so AutoZone is not the only company preparing for these changes.&nbsp;
Steve Madden (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>) is one of the first companies to make a move. The shoe retailer, which sources 70% of its products from China, <a href="https://www.benzinga.com/24/11/41862692/steve-madden-announces-plans-to-move-production-to-avoid-trump-tariffs-but-theres-a-catch">announced that it will cut its reliance</a> on Chinese production by half, moving to places like Vietnam, Cambodia and Mexico. Even with these changes, customers should anticipate price increases as Steve Madden manages the higher expenses related to the effects of tariffs and changing supply chains.
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Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) also raised concerns about how tariffs would make it more difficult to maintain the affordability of its products. According to CEO Tim Boyle, the company may be forced to raise prices to cover the additional tariff charges.&nbsp;
The <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study">National Retail Federation</a> expressed similar views, describing the tariffs as &#8220;a tax on American families&#8221; and warning that the cost of daily goods like furniture, shoes and clothes might rise sharply.
According to their research, a $90 pair of sneakers might cost $106-116 and a $100 coat could cost up to $21 more. Footwear companies, in particular, are worried – since nearly 99% of all shoes sold in the U.S. are made abroad, it will be tough to move production to the U.S. anytime soon.
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<a href="https://www.benzinga.com/news/earnings/24/10/41599361/stanley-black-decker-q3-earnings-revenue-misses-cost-savings-drive-margin-gains-narrows-2024-eps-gu">Stanley Black &amp; Decker</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) is another company planning to deal with the potential impact of tariffs. According to CEO Donald Allan Jr., the company has been considering several options, but manufacturing their goods in the United States isn&#8217;t considered practical because of financial difficulties. Rather, they will probably pass on any higher expenses to customers. &#8220;And obviously, coming out of the gate, there would be price increases associated with tariffs that we put into the market,&#8221; Allan stated.
Even dollar stores aren&#8217;t immune. <a href="https://www.benzinga.com/insights/analyst-ratings/24/10/41451898/what-analysts-are-saying-about-dollar-tree-stock">Dollar Tree</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), which imports many of its items from China, might have to rethink its fixed-price-point model of $1.25 per item if tariffs increase costs too much. Like other importers, the company faces a difficult choice – absorb higher costs, which would hit profits or raise prices, which could challenge its value-focused business model.
For now, many companies are waiting to see what will actually happen with the proposed tariffs, but one thing is clear – if they do go into effect, the cost of imports will rise and those increases will most likely reach consumers.
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"We Will Pass Those Tariff Costs Back To The Consumer," Says CEO Of AutoZone. Here's A Look At Other Companies Raising Prices

Guidance

Columbia Sportswear Updates FY24 EPS From $3.65-$4.05 To $3.70-$4.05; Net Sales From $3.35B-$3.42B To $3.31B-$3.38B Vs $3.363B Est.

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported quarterly earnings of $1.56 per share which beat the analyst consensus estimate of $1.41 by 10.64 percent. The company reported quarterly sales of $931.768 million which missed the analyst consensus estimate of $936.335 million by 0.49 percent. This is a 5.47 percent decrease over sales of $985.683 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Columbia Sportswear Q3 2024 GAAP EPS $1.56 Beats $1.41 Estimate, Sales $931.768M Miss $936.335M Estimate

Columbia Sportswear Company (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/colm#NASDAQ">COLM</a>) is well-positioned for growth and profitability, owing to its strategic focus on key priorities such as accelerating profits, developing iconic and innovative products, boosting brand engagement and enhancing digital capabilities. Despite facing a challenging operating environment in the United States, characterized by slow consumer demand and cautious retailers, the company is set to improve operational efficiency and safeguard profits through its multi-year Profit Improvement Program.
Columbia Sportswear has demonstrated remarkable resilience over the past year, with its shares rising 16.5%. This performance stands in sharp contrast to the 11.4% decline in the Zacks Textile - Apparel industry. COLM&#39;s operational expertise has enabled it to surpass the broader Zacks Consumer Discretionary sector, which has grown just 5.2%.
<h2>Growth Factors for COLM Stock</h2>
Columbia Sportswear is boosting operational efficiency and protecting profits with its multi-year Profit Improvement Program, targeting $75-$90 million in cost savings for 2024. This program focuses on four main areas to enhance resources and streamline operations. The company is reducing costs related to surplus inventory and improving supply chain efficiency, with a notable 29% year-over-year drop in inventory levels by the end of Q2 2024. Columbia Sportswear plans to implement cost-saving measures through a reduction in its U.S. corporate workforce.
The program aims to refine decision-making processes and enhance efficiency by optimizing work methods and empowering teams. Efforts include reducing non-inventory spending through strategic sourcing and vendor rationalization while optimizing marketing expenditures to boost returns and support growth. By focusing on these areas, Columbia Sportswear is well-positioned to drive significant cost savings and operational improvements.
The company also focuses on brand-building and innovative marketing initiatives to strengthen its market presence. Recent innovations include Omni-Shade Broad Spectrum Air Flow for UV protection and Omni-MAX footwear for cushioning. Columbia Sportswear continues to introduce cutting-edge products like Omni-Heat Infinity and Omni-Heat Arctic, which position it for sustained growth in the competitive apparel industry.
Aligned with its strategic priorities, Columbia Sportswear is committed to ongoing demand creation investments, improving digital capabilities and exploring direct-to-consumer opportunities. The company is also investing in its workforce and optimizing its organizational structure across its brand portfolio, positioning itself for significant long-term growth.
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<h2>Challenges for COLM Stock</h2>
Columbia Sportswear is grappling with a challenging operating environment in the United States, marked by sluggish consumer demand and cautious retailers. This tough landscape negatively affected the company&#39;s second-quarter performance, with net sales falling 8% to $570.2 million, or down 7% at constant currency. The decline was driven by reduced wholesale net sales in the U.S., which saw a 15% drop to $340.2 million due to retailer hesitancy and a competitive market. Despite efforts to boost demand through product enhancements and marketing initiatives, persistent low consumer spending and retailer caution continue to impede growth.
Columbia Sportswear anticipates further challenges from ongoing issues in the outdoor industry, U.S. consumer trends, geopolitical conflicts and supply-chain disruptions. For 2024, the company expects net sales to decline 2-4% to between $3.35 billion and $3.42 billion, with projected earnings per share ranging from $3.65 to $4.05. The third quarter is expected to see a net sales decline of 3-6% to between $927 million and $959 million, with EPS anticipated to fall from $1.70 to a range of $1.27-$1.43 per share. Additionally, rising SG&amp;A costs and a contraction in gross margins have contributed to margin pressures, with SG&amp;A expenses increasing 280 basis points to 53.1% of sales in the second quarter.
<h2>Investors&#39; Guide for COLM Stock</h2>
Despite challenges, the Zacks Rank #3 (Hold) company&#39;s strategic initiatives and market resilience stand out. Columbia Sportswear demonstrates potential with its operational improvements and innovative product offerings. However, issues like declining sales, rising costs, and market uncertainties suggest a cautious approach. Investors should closely observe how Columbia Sportswear addresses these challenges and meets its cost-saving goals before making any investment decisions.
<h2>Top Three Discretionary Stocks</h2>
Some top-ranked stocks in the Consumer Discretionary sector are G-III Apparel Group, Ltd. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/giii#NASDAQ">GIII</a>), Royal Caribbean Cruises Ltd. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/rcl#NYSE">RCL</a>) and Norwegian Cruise Line Holdings Ltd. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nclh#NYSE">NCLH</a>), each sporting a Zacks Rank #1 (Strong Buy).
G-III Apparel Group, Ltd. has a trailing four-quarter earnings surprise of 118.2%, on average. The Zacks Consensus Estimate for GIII&#39;s current financial-year sales indicates growth of 3.3% from the year-ago figure.
The Zacks Consensus Estimate for Royal Caribbean&#39;s current financial-year sales indicates an increase of 18.1% from the year-ago reported level. RCL has a trailing four-quarter earnings surprise of 18.5%, on average.
The Zacks Consensus Estimate for Norwegian Cruise&#39;s 2024 sales and EPS indicates an increase of 9.8% and 125.8%, respectively, from the year-ago levels. NCLH has a trailing four-quarter earnings surprise of 5.7%, on average.
<a href="https://www.zacks.com/stock/news/2334048/columbia-sportswear-s-stock-review-what-s-the-next-best-move?cid=CS-BENZ-FT-analyst_blog|rank_focused-2334048">To read this article on Zacks.com click here.</a>

Large Cap

Offerings

Retail Sales

GIII

NCLH

Columbia Sportswear's Stock Review: What's the Next Best Move?

Columbia Sportswear Sees Q4 2024 EPS $3.65-$4.05

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported quarterly losses of $(0.20) per share which beat the analyst consensus estimate of $(0.34) by 41.18 percent. The company reported quarterly sales of $570.20 million which beat the analyst consensus estimate of $568.29 million by 0.34 percent. This is a 8.17 percent decrease over sales of $620.93 million the same period last year.

Columbia Sportswear Q2 2024 Adj EPS $(0.20) Beats $(0.34) Estimate, Sales $570.20M Beat $568.29M Estimate

Wedbush analyst Tom Nikic initiates coverage on Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with a Neutral rating and announces Price Target of $80.

Initiation

Wedbush Initiates Coverage On Columbia Sportswear with Neutral Rating, Announces Price Target of $80

WIIM

Columbia Sportswear shares are trading higher after Stifel upgraded the stock from Hold to Buy and raised its price target from $84 to $92.

Stifel analyst Jim Duffy upgrades Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) from Hold to Buy and raises the price target from $84 to $92.

Upgrades

Stifel Upgrades Columbia Sportswear to Buy, Raises Price Target to $92

lululemon athletica inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/lulu#NASDAQ">LULU</a>), a distinguished name in the athleisure and high-performance sportswear world, has often been lauded for its innovative products and strong brand loyalty. However, the stock recently experienced a notable dip in the past month, prompting investors to question whether now is the ideal time to buy.
lululemon&#39;s share price has experienced a downward trend, shedding a notable percentage in the past month. lululemon&#39;s share price has rolled down 7% in the past month, the broader industry has dropped 6.6%, and the Consumer Discretionary sector has declined 0.5%. The stock also traded shy of the S&amp;P 500&#39;s gain of 3.6% in the same period.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/c2/70392.jpg?v=664171636" />
Image Source: Zacks Investment Research
At the current price of $300.32, the stock trades closer to its 52-week low of $293.03 reached on May 28, 2024. The current stock price reflects a 42% discount from its 52-week high mark of $516.39.
Furthermore, LULU is trading below its 50 and 200-day moving averages, signaling potential bearish sentiment in maintaining recent performance levels.
<h3>lululemon&#39;s Stock Trades Above 50 and 200-Day Moving Average</h3>
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/b5/70396.jpg?v=1374675957" />
Image Source: Zacks Investment Research
<h3>Understanding the Recent Decline</h3>
The recent stock decline follows lululemon&#39;s latest Jun 5 earnings report, highlighting slightly lower-than-expected revenue growth and cautious guidance for the upcoming quarters. While generally positive, the company&#39;s recent earnings report gave investors many reasons to mull over, including LULU losing its foothold in the core America market.
Investors noted that LULU&#39;s revenues improved by just 10% in the recent quarter, much below the 24% revenue growth recorded in the year-ago quarter. This marks a notable decline from the company&#39;s double-digit revenue growth trend that the investor community is used to witnessing.
lululemon attributed some of these challenges to inventory shortages in key product lines, such as popular bag designs and essential apparel sizes and colors, particularly in the United States. The company has been working on filling the inventory gaps that resulted in the shortage and expects to replenish inventory in its stores by the second half of fiscal 2024.
Taking a closer look, revenues for lululemon&#39;s Americas business grew 3% in the last reported quarter, displaying a significant slowdown from the growth of 17% in the year-ago quarter. The unfavorable trends in North America due to the inflationary environment have also weighed on the performance of LULU&#39;s competitors, including Columbia Sportswear (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/colm#NASDAQ">COLM</a>) and Ralph Lauren Corp. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/rl#NYSE">RL</a>).
Further, lululemon&#39;s business is not shielded from the tough macroeconomic environment, which entails serious pressures on discretionary items spending by consumers. The ongoing rise in inflation and higher interest rates have impacted the income levels of consumers, making them selective about their purchases.
Given the soft trends, the company guided a dim second quarter, with revenue growth of 9-10% year over year.
<h3>Should You Buy lululemon Amid Recent Challenges?</h3>
Although the above discussion might cause some concern, the company holds strong growth potential from an earnings standpoint. Despite the slowed revenues, lululemon has managed to maintain robust gross margin and operating margin levels at 57.7% and 19.6%, respectively, in the first quarter of fiscal 2024.
The company&#39;s improved margins mainly come from its ability to sustain its pricing power in all environments. How does the company achieve this?
lululemon is known for selling high-end apparel, placing it in the premier clothing category. Moreover, the company operates through owned stores and e-commerce portals rather than relying on third-party retailers to generate revenues.
This premium positioning and lack of dependency on third parties give lululemon control over its pricing strategies. Through effective pricing policies, the company efficiently converts revenues into profits.
lululemon&#39;s earnings potential is well reflected by its forward guidance, which predicts the second-quarter fiscal 2024 EPS to be $2.92-$2.97, up from $2.68 in the prior-year quarter. For fiscal 2024, LULU anticipates EPS of $14.27-$14.47, an increase from $12.77 reported in fiscal 2023.
The company is optimistic about its growing presence in the international market, particularly in China, which offers a lucrative opportunity. The company expects the momentum in the international business to continue in fiscal 2024. Over the long term, lululemon expects the international business to represent nearly 50% of its total revenue.
Also, lululemon continues to benefit from progress on its Power of Three X2 growth strategy. As part of the plan, LULU estimates net revenues of $12.5 billion by 2026, implying significant growth from the 2021 reported figure of $6.25 billion.
<h3>Upward Estimate Trajectory</h3>
The Zacks Consensus Estimate for LULU&#39;s fiscal 2024 and 2025 EPS rose 1.4% and 0.5%, respectively, in the last 30 days. The upward revision in earnings estimates indicates analysts&#39; increasing confidence in the stock.
For fiscal 2024, the Zacks Consensus Estimate for LULU&#39;s sales and EPS implies 11.4% and 11.9% year-over-year growth, respectively. The consensus mark for fiscal 2025 sales and earnings indicates 9.9% and 10.1% year-over-year growth, respectively.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/23/70398.jpg?v=751343154" />
Image Source: Zacks Investment Research
<h3>Valuation</h3>
Despite the downside, lululemon is currently trading at a forward 12-month P/E multiple of 20.15X, significantly exceeding the industry average of 12.49X. The stock trades at a premium to its rival NIKE&#39;s (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nke#NYSE">NKE</a>) current forward 12-month P/E of 19.08X, which witnessed a significant drop in its market value after its recent earnings release.
The premium valuation indicates that investors have high expectations for lululemon&#39;s future performance and growth potential. However, lululemon&#39;s valuation appears a bit pricey. Investors may be skeptical about buying the stock at these premium levels and may wait for a better entry point.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/3b/70395.jpg?v=712129136" />
Image Source: Zacks Investment Research
<h3>Conclusion</h3>
lululemon&#39;s recent stock decline may appear concerning at first glance, but it could also be seen as an opportunity for savvy investors. Despite the slowdown in revenues and the challenging path ahead, LULU shows resilience and growth potential in its earnings outlook and strategic positioning.
Despite the decline in the stock price, the company&#39;s premium valuation may give some investors pause, suggesting a potentially higher risk profile at current price levels. Therefore, investors should carefully consider their risk tolerance and wait for a more favorable entry point if concerned about current valuations. For those already invested, you should consider holding back the stock for solid long-term prospects.
lululemon currently carries a Zacks Rank #3 (Hold).
<a href="https://www.zacks.com/stock/news/2297193/lululemon-lulu-takes-a-down-road-in-a-month-should-you-buy?cid=CS-BENZ-FT-analyst_blog|most_popular_stocks-2297193">To read this article on Zacks.com click here.</a>

LULU

Lululemon Takes a Down Road in a Month: Should You Buy?

Highlighted on May 1, it was unveiled in an SEC filing that Swanson, EVP &amp; CFO at Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>), executed a significant transaction involving the exercise of company stock options.
What Happened: Disclosed in a Form 4 filing on Wednesday with the <a href="https://www.sec.gov/Archives/edgar/data/0001050797/000105079724000069//Archives/edgar/data/1050797/000105079724000069/0001050797-24-000069-index.htm">U.S. Securities and Exchange Commission</a>, Swanson, EVP &amp; CFO at Columbia Sportswear, executed a strategic derivative sale. This involved exercising stock options for 7,199 shares of COLM, resulting in a transaction value of $195,079.
The Thursday morning update indicates Columbia Sportswear shares up by 0.27%, currently priced at $81.7. At this value, Swanson's 7,199 shares are worth $195,079.
<h3>Discovering Columbia Sportswear: A Closer Look</h3>
Columbia Sportswear Co makes outdoor and active-lifestyle apparel, footwear, equipment, and accessories that it sells under four primary brands: Columbia, Sorel, Mountain Hardwear, and prAna. The majority of sales are in the United States, but the company also has remarkable sales in its three other geographic segments: Latin American and Asia-Pacific; Europe, Middle East, and Africa; and Canada. The majority of sales are through wholesale channels, including sporting goods and department stores, but the company also operates its own branded stores in each of its geographic segments. Columbia sources products from around the world and uses contract manufacturers outside the United States, predominantly in Asia to manufacture its various products.
<h3>Financial Insights: Columbia Sportswear</h3>
Decline in Revenue: Over the 3 months period, Columbia Sportswear faced challenges, resulting in a decline of approximately -27.36% in revenue growth as of 31 March, 2024. This signifies a reduction in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 50.59%, indicating concerns regarding cost management and overall profitability relative to its industry counterparts.
</li>
<li>
Earnings per Share (EPS): Columbia Sportswear's EPS lags behind the industry average, indicating concerns and potential challenges with a current EPS of 0.71.
</li>
</ul>
Debt Management: Columbia Sportswear's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.22.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 20.05 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 1.44 is above industry norms, reflecting an elevated valuation for Columbia Sportswear's stock and potential overvaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a lower-than-industry-average EV/EBITDA ratio of 10.26, Columbia Sportswear presents a potential value opportunity, as investors are paying less for each unit of EBITDA.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Illuminating the Importance of Insider Transactions</h3>
While insider transactions provide valuable information, they should be part of a broader analysis in making investment decisions.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>Breaking Down the Significance of Transaction Codes</h3>
Examining transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often concentrate on those unfolding in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001050797">Check Out The Full List Of Columbia Sportswear's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Jim Swanson At Columbia Sportswear Decides to Exercises Options Worth $195K

Stifel analyst Jim Duffy maintains Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with a Hold and raises the price target from $75 to $84.

Stifel Maintains Hold on Columbia Sportswear, Raises Price Target to $84

Columbia Sportswear shares are trading higher after the company reported better-than-expected Q1 financial results and issued FY24 EPS guidance.

Columbia Sportswear Sees FY24 EPS $3.65-$4.05 (Prior $3.45-$3.85) vs $3.66 Est.

In a report released yesterday, Alexander Perry from Bank of America Securities reiterated a Sell rating on Columbia Sportswear (COLM – Research Re...

Cautious Outlook for Columbia Sportswear: Sell Rating Maintained Amid Market Challenges

Columbia's Challenges Seem Concentrated To Sorel, But The Stock Is Still A Hold

John Kernan, an analyst from TD Cowen, maintained the Hold rating on Columbia Sportswear (COLM – Research Report). The associated price target is $...

Columbia Sportswear's 'Accelerate' Strategy and Market Challenges Justify Hold Rating

TD Cowen raised the firm's price target on Columbia Sportswear (COLM) to $84 from $70 and keeps a Hold rating on the shares. The firm raised its ta...

Columbia Sportswear price target raised to $84 from $70 at TD Cowen

Columbia Sportswear: Undervalued, Positioned For Growth

Stifel Nicolaus analyst Jim Duffy maintained a Buy rating on Columbia Sportswear (COLM – Research Report) yesterday and set a price target of $100....

Stifel Nicolaus Sticks to Their Buy Rating for Columbia Sportswear (COLM)

UBS analyst Mauricio Serna says UBS Evidence Lab's 2024 global athletic wear survey increases the firm's conviction the Columbia Sportswear (COLM) ...

UBS survey shows Columbia Sportswear has lost ground against peers

Duluth Holdings shares hit record low as Q3 results continue to weigh

As the retail landscape shifts toward the "experience economy," specialty retailers are capitalizing on unique consumer preferences and tailored experiences. For investors seeking opportunities in this evolving landscape, fundamentally robust stocks like Abercrombie & Fitch (ANF), Columbia Sportswear (COLM), and BARK Inc. (BARK) are leading the charge with their unique strategies. Read on… The retail landscape is evolving, with specialty retailers leading the charge in the "experience economy." Unlike traditional retailers, these companies thrive by offering unique, tailored experiences that cater to niche markets and specific consumer preferences.  
From eco-friendly products to personalized services, specialty retailers know how to build strong customer loyalty and keep buyers coming back for more. Given the industry's strong foothold, investors could consider buying fundamentally sound specialty retailer stocks like Abercrombie &amp; Fitch Co. (<a href="https://stocknews.com/stock/ANF/">ANF</a>), Columbia Sportswear Company (<a href="https://stocknews.com/stock/COLM/">COLM</a>), and BARK Inc. (<a href="https://stocknews.com/stock/BARK/">BARK</a>), which are thriving in this space.
Specialty retailers excel by catering to diverse consumer preferences through a seamless blend of online and offline channels, maximizing their reach and engagement. What sets these companies apart is their ability to leverage data-driven insights and direct-to-consumer (DTC) strategies. By eliminating intermediaries, they offer competitive pricing and maintain complete control over the customer experience, enabling them to adapt quickly to shifting market trends.
The global specialty retailers market is projected to reach <a href="https://growthmarketreports.com/report/specialty-retailers-market-global-industry-analysis">$42.7 billion by 2031</a>, growing at a CAGR of 4%. As e-commerce continues to rise and consumer spending grows, specialty retailers are perfectly positioned to deliver both value and growth. Meanwhile, the broader retail industry, worth $27.15 trillion, is expected to expand at a <a href="https://www.vantagemarketresearch.com/industry-report/retail-industry-market-2430">CAGR of 2.5%</a> through 2030.
Let's explore the fundamental aspects of the aforementioned stocks in detail:
Abercrombie &amp; Fitch Co. (<a href="https://stocknews.com/stock/ANF/">ANF</a>)
ANF is a global specialty retailer that offers an assortment of apparel, personal care products, and accessories for men, women, and kids. The company operates under the Abercrombie &amp; Fitch, abercrombie kids, Hollister, and Gilly Hicks brands, delivering high-quality, comfortable products catering to diverse lifestyle needs.
On December 4, 2024, ANF announced a strategic multi-year franchise partnership with Myntra Jabong India Private Ltd., the business-to-business wholesale arm of Myntra. This collaboration aims to strengthen ANF's global presence by leveraging India's growing e-commerce market to drive brand accessibility and revenue growth.
ANF's trailing-12-month gross profit margin of 64.66% is 72.5% higher than the industry average of 37.49%. Its 14.84% trailing-12-month EBIT margin is 81.9% higher than the 8.15% industry average. Likewise, its 50.86% trailing-12-month Return on Common Equity compares favorably to the industry average of 10.95%.
During the fiscal third quarter that ended November 2, 2024, ANF's net sales increased 14.4% year-over-year to $1.21 billion. Its adjusted operating income grew 25.4% from the year-ago value to $179.28 million. Its net income amounted to $133.86 million, reflecting an increase of 37% from the prior year quarter. In addition, the company's adjusted <a href="https://www.investopedia.com/terms/e/eps.asp">EPS</a> came in at $2.50, up 31.6% year-over-year.
Analysts expect ANF's EPS and revenue for the fourth quarter ending January 31, 2025, to increase 19.6% and 7.8% year-over-year to $3.55 and $1.57 billion, respectively. The company has an impressive surprise history, surpassing the consensus revenue and EPS estimates in each of the trailing four quarters.
Over the past year, the stock has gained 31% to close the last trading session at $130.35.
ANF's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect this robust outlook. The stock has an overall rating of B, equating to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 distinct factors, with each factor weighted to an optimal degree.
ANF has an A grade for Quality and it is ranked #11 out of 60 stocks in the B-rated <a href="https://stocknews.com/category/fashion-luxury/">Fashion &amp; Luxury</a> industry.
Beyond what we have stated above, we have also given ANF grades for Growth, Value, Momentum, Stability, and Sentiment. Get all the ANF's ratings <a href="https://stocknews.com/stock/ANF/">here</a>.
Columbia Sportswear Company (<a href="https://stocknews.com/stock/COLM/">COLM</a>)
Based in Portland, Oregon, COLM is a designer and distributor of outdoor, active, and everyday lifestyle apparel, footwear, accessories, and equipment. It sells its products under the brand names – Columbia, Mountain Hard Wear, SOREL, and prAna through a company-owned network of branded and outlet retail stores and brand-specific e-commerce sites.
On December 4, 2024, the company paid its shareholders a quarterly dividend of $0.30 per share. It pays an annual dividend of $1.20, which translates to a dividend yield of 1.44% at the prevailing price levels. Its four-year average dividend yield is 1.25%. Moreover, its dividend payouts have increased at a CAGR of 4.9% over the past three years.
The stock's trailing-12-month levered FCF margin of 15.68% is 259.79% higher than the industry average of 4.36%. Likewise, its trailing-12-month cash from operations of $537.52 million is 111.18% above its industry average of $254.53 million.
COLM's net sales for the fiscal third quarter that ended on September 30, 2024, amounted to $931.77 million, while its gross profit came in at $467.56 million with a margin of 50.2%. Its operating income for the quarter was $112.54 million. In addition, the company's net income reached $90.16 million or $1.56 per share. As of September 30, 2024, its cash and cash equivalents stood at $306.68 million, up 43.8% year-over-year.
For the fourth quarter (ended December 31, 2024), COLM's revenue is expected to increase by 1.1% year-over-year to $1.07 billion. Meanwhile, its EPS for the same period is estimated at $1.84. In addition, the company has topped the consensus EPS estimates in three of the trailing four quarters, which is promising.
The stock has gained 11.5% over the past nine months and 8.6% over the past year to close the last trading session at $83.62.
COLM's bright prospects are reflected in its POWR Ratings. The stock has an overall rating of B, which equates to Buy in our proprietary rating system.
It has a B grade for Quality. Of the 33 stocks in the <a href="https://stocknews.com/category/athletics-recreation/">Athletics &amp; Recreation</a> industry, it tops the industry. To access COLM's Growth, Value, Momentum, Stability, and Sentiment ratings, <a href="https://stocknews.com/stock/COLM/">click here</a>.
BARK, Inc. (<a href="https://stocknews.com/stock/BARK/">BARK</a>)
BARK is a dog-centric company that provides a range of monthly subscription products and services, including toys, treats, personalized meal plans, and health and wellness products under brands like BarkBox, Super Chewer, and BARK Food. It operates in two segments, Direct to Consumer and Commerce.
On December 5, 2024, BARK announced the expansion of BARK Air, the first air travel service for dogs and their owners, in collaboration with Air Wisconsin. It plans to trial larger flights with at least double the capacity and fares under $1,000, offering convenient travel between NYC and Miami/Fort Lauderdale. This expansion enhances BARK's unique offerings and strengthens its position in the growing pet-friendly travel market.
The stock's trailing-12-month gross profit margin of 61.95% is 64.19% higher than the industry average of 37.73%. Likewise, its trailing-12-month asset turnover ratio of 1.46x is 46.68% above the industry average of 0.99x.
BARK's revenue increased 2.5% year-over-year to $126.11 million in the fiscal 2025 second quarter that ended on September 30, 2024. Its gross profit grew marginally from the year-ago value to $76.11 million. The company's adjusted net income amounted to $1.26 million or $0.01 per share compared to a net loss of $1.44 million or $0.01 per share.
In addition, its adjusted EBITDA came in at $3.49 million, considerably above the year-ago value of $1 million, while its free cash flow increased 11.8% year-over-year to $966 million.
Street expects BARK's revenue for the fiscal fourth quarter (ending March 2025) to increase 6.5% year-over-year to $129.43 million, while its EPS for the same period is estimated to come in at $0.01. In addition, it surpassed the consensus revenue estimates in three of the trailing four quarters, which is promising.
Shares of BARK have gained 117.4% over the past year and 17% over the past six months to close the last trading session at $2.
BARK's strong fundamentals are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has a B grade for Growth and Quality. Within the <a href="https://stocknews.com/category/specialty-retailers/">Specialty Retailers</a> industry, it is ranked #9 out of 38 stocks. <a href="https://stocknews.com/stock/BARK/">Click here</a> to see BARK's ratings for Value, Momentum, Stability, and Sentiment.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
ANF shares were unchanged in after-hours trading Monday. Year-to-date, ANF has declined -12.79%, versus a 1.96% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Shweta Kumari</h2> <img src='https:/wp-content/uploads/2022/03/Shweta-Kumari_Image-2.jpg' style="float:left; padding:5px;width:125px;">Shweta's profound interest in financial research and quantitative analysis led her to pursue a career as an investment analyst. She uses her knowledge to help retail investors make educated investment decisions.<a href="https://stocknews.com/authors/?author=shweta-kumari">More...</a>The post <a href=https://stocknews.com/news/anf-colm-bark-3-specialty-retail-stocks-thriving-in-the-experience-economy/>3 Specialty Retail Stocks Thriving in the Experience Economy</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Specialty Retail Stocks Thriving in the Experience Economy

BARK

DLTH

LEVI

Press Releases

Columbia Sportswear's Omni-Heat Infinity Supports Historic U.S. Return to the Moon

Columbia Sportswear Company to Announce First Quarter 2024 Financial Results on Thursday, April 25, 2024

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도널드 트럼프 대통령 당선인이 제안한 관세는 이미 여러 산업의 <a href="https://www.benzinga.com/news/24/11/41871407/trumps-tariffs-deportations-and-tax-cuts-may-push-prices-higher-experts-say-its-pretty-clear" target="_blank" rel="noopener">기업들을 뒤흔들기 시작했으며</a>, 많은 기업이 이익을 보호하기 위한 조치를 취하고 있다. 모든 수입품에 10~20%의 세금을 부과하고 <a href="https://www.benzinga.com/news/global/24/11/41870809/china-may-benefit-from-trumps-return-to-white-house-despite-his-tariff-plans-says-expert-short-term-pain-but-potentially-long-term-strategic-gain" target="_blank" rel="noopener">중국산 제품에 60~100%의 관세</a>를 부과하는 관세는 상당한 우려를 불러일으키고 있고, 그 비용은 소비자의 지갑으로 바로 전가될 가능성이 높다.
오토존 AZO의 CEO인 필립 다니엘(Philip Daniele)은 이러한 관세가 부과되면 소비자가 그 비용을 부담하게 될 것이라고 분명하게 밝혔다. 최근 실적 발표에서 다니엘은 "관세가 부과되면 그 관세 비용을 소비자에게 다시 전가할 것"이라고 말했다. 오토존은 이러한 새로운 정책이 마진에 어떤 영향을 미칠지 예상하여 관세가 발효되기 전에도 가격을 인상할 것으로 예상하고 있다.
<h2 class="wp-block-heading">또 어느 기업이 가격 인상하나?</h2>
다른 많은 기업들, 특히 해외 공급업체에 크게 의존하는 기업들도 가격 인상을 준비하고 있으므로 이러한 변화에 대비하는 기업은 오토존뿐만이 아니다.
신발 소매업체 스티브 매든(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOO#NASDAQ">SHOO</a>)은 가장 먼저 움직인 기업 중 하나다. 제품의 70%를 중국에서 조달하는 스티븐매든은 중국 생산 <a href="https://www.benzinga.com/24/11/41862692/steve-madden-announces-plans-to-move-production-to-avoid-trump-tariffs-but-theres-a-catch" target="_blank" rel="noopener">의존도를 절반으로 줄이고</a> 베트남, 캄보디아, 멕시코 같은 곳으로 생산지를 옮길 것이라고 발표했다. 이러한 변화에도 불구하고 스티브 매든은 관세 및 공급망 변화로 인한 비용 증가를 관리하기 위해 가격 인상을 예상해야 한다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%87%BC%ED%94%BC%ED%8C%8C%EC%9D%B4-%EB%94%94%EC%A6%88%EB%8B%88-%EB%B0%8F-%EC%BD%94%EC%9D%B8%EB%B2%A0%EC%9D%B4%EC%8A%A4%EB%8A%94-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC/">쇼피파이, 디즈니 및 코인베이스는 지난주 최고 성과를 보여준 10개 대형주 중 일부 (11월 11일-15일)</a>
컬럼비아 스포츠웨어(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>)도 관세로 인해 제품 가격을 유지하기가 더 어려워질 것이라는 우려를 제기했다. 팀 보일(Tim Boyle) CEO는 추가 관세 부과를 충당하기 위해 가격을 인상해야 할 수도 있다고 말했다.
<a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study" target="_blank" rel="noopener">미국소매협회(</a>National Retail Federation)도 비슷한 견해를 표명하며 관세를 "미국 가정에 대한 세금"으로 묘사하고 가구, 신발, 의류와 같은 일용품의 가격이 급격히 상승할 수 있다고 경고했다.
이들의 조사에 따르면 90달러짜리 운동화는 106~116달러, 100달러짜리 코트는 최대 21달러까지 더 비쌀 수 있다고 한다. 특히 신발 회사들은 미국에서 판매되는 신발의 거의 99%가 해외에서 생산되기 때문에 조만간 미국으로 생산을 이전하기 어려울 것으로 우려하고 있다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%B2%A0%EC%9D%B4%EC%A1%B0%EC%8A%A4-11%EC%9B%94-%EC%B4%9D-34%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%83%81%EB%8B%B9-%EB%A7%A4%EB%8F%84%EB%A1%9C-%EA%B3%84%ED%9A%8D%EB%B3%B4%EB%8B%A4-%EC%95%9E%EC%84%9C/">베이조스, 11월 총 34억 달러 상당 매도로 계획보다 앞서 아마존 주식 매각 마무리</a>
<a href="https://www.benzinga.com/news/earnings/24/10/41599361/stanley-black-decker-q3-earnings-revenue-misses-cost-savings-drive-margin-gains-narrows-2024-eps-gu" target="_blank" rel="noopener">스탠리 블랙앤데커</a>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>)도 관세의 잠재적 영향에 대처할 계획을 세우고 있는 기업 중 하나다. 도널드 앨런 주니어(Donald Allan Jr.) CEO 에 따르면 스탠리는 여러 가지 옵션을 고려하고 있지만, 재무적 어려움으로 인해 미국에서 제품을 생산하는 것은 실용적이지 않다고 한다. 오히려 더 높은 비용을 고객에게 전가할 가능성이 크다. 앨런은 "분명히 관세가 적용되면 가격 인상이 있을 것&#8221;이라고 말했다.
달러 스토어도 예외는 아니다. 중국에서 많은 품목을 수입하는 <a href="https://www.benzinga.com/insights/analyst-ratings/24/10/41451898/what-analysts-are-saying-about-dollar-tree-stock" target="_blank" rel="noopener">달러트리</a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>)는 관세로 인해 비용이 너무 많이 증가하면 품목당 1.25달러의 고정 가격 포인트 모델을 재고해야 할 수도 있다. 다른 수입업체와 마찬가지로 달러트리도 회사는 더 높은 비용을 흡수하여 이익에 타격을 줄 것인지, 가격을 인상하여 가치 중심 비즈니스 모델에 도전할 것인지라는 어려운 선택에 직면해 있다.
현재 많은 기업이 제안된 관세로 인해 실제로 어떤 일이 일어날지 지켜보고 있지만, 한 가지 분명한 것은 관세가 시행되면 수입 비용이 상승하고 그 인상분이 소비자에게 전가될 가능성이 높다는 것이다.
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오토존 CEO "관세 비용 소비자에게 전가할 것", 가격 인상하는 또 다른 기업은?

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