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

Ronald Nelson, Board Member at Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>), reported a large exercise of company stock options on February 18, according to a new SEC filing.
What Happened: A Form 4 filing from the <a href="https://www.sec.gov/Archives/edgar/data/0001050797/000105079725000020//Archives/edgar/data/1050797/000105079725000020/0001050797-25-000020-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday showed that Nelson, Board Member at Columbia Sportswear, a company in the Consumer Discretionary sector, just exercised stock options worth 3,969 shares of COLM stock with an exercise price of $57.05.
The Wednesday morning market activity shows Columbia Sportswear shares down by 0.34%, trading at $88.55. This implies a total value of $125,023 for Nelson's 3,969 shares.
<h3>About Columbia Sportswear</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>Columbia Sportswear's Economic Impact: An Analysis</h3>
Decline in Revenue: Over the 3 months period, Columbia Sportswear faced challenges, resulting in a decline of approximately -5.47% in revenue growth as of 30 September, 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.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: With a low gross margin of 50.18%, the company exhibits below-average profitability, signaling potential struggles in cost efficiency compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): Columbia Sportswear's EPS is significantly higher than the industry average. The company demonstrates a robust bottom-line performance with a current EPS of 1.56.
</li>
</ul>
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.24.
Financial Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 23.26 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 1.54 is lower than the industry average, implying a discounted valuation for Columbia Sportswear's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio 14.43 is below the industry average, indicating that it may be relatively undervalued compared to peers.
</li>
</ul>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
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<h3>Understanding the Significance of Insider Transactions</h3>
Considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
When discussing 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 stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>A Closer Look at Important Transaction Codes</h3>
When analyzing transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, 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 signals 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>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Insider Trades

Trading Ideas

Ronald Nelson Exercises Options, Realizes $125K

Columbia Sportswear Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) shares are tumbling in Tuesday&#8217;s after-hours session on the heels of the company&#8217;s fourth-quarter financial results. Weak first-quarter guidance appears to be weighing on shares. Here&#8217;s a rundown<a href="https://www.benzinga.com/pressreleases/25/02/b43478103/columbia-sportswear-company-reports-fourth-quarter-and-full-year-2024-financial-results-provides-f"> of the report</a>.
<ul>
<li>Q4 Revenue: $1.1 billion, versus estimates of $1.07 billion</li>
</ul>
<ul>
<li>Q4 Adjusted EPS: $1.80, versus estimates of $1.85</li>
</ul>
Total revenue was up 3% on a year-over-year basis. Earnings per share grew 16% year-over-year. The company ended the quarter with $815 million in cash and short-term investments. 
&#8220;I&#8217;m encouraged that sales returned to growth in the&nbsp;fourth quarter, and we expect continued growth in 2025, across most brands and regions,&#8221; said Tim Boyle, chairman, president and CEO of Columbia Sportswear.
&#8220;While we have made substantial progress slowing our rate of SG&amp;A expense growth, we are continuing to pursue cost savings and enhanced profitability.&#8221;
Guidance: Columbia Sportswear expects first-quarter revenue to be between $749 million and $764 million versus estimates of $798.5 million, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company expects first-quarter earnings to be in the range of 62 cents to 70 cents per share versus estimates of 71 cents per share. 
Management will further discuss the quarter on a conference call with analysts and investors at 5 p.m. ET.
COLM Price Action: Columbia Sportswear shares were down 8.86% after-hours, trading at $78.25 at publication Tuesday, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
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<li><a href="https://www.benzinga.com/25/02/43479274/alphabet-q4-earnings-highlights-ai-cloud-youtube-momentum-continues-capex-guidance-sends-shares-lower">Alphabet Q4 Earnings Highlights: AI, Cloud, YouTube Momentum Continues, $75 Billion CapEx Guidance Spooks Investors</a></li>
</ul>
Photo: Shutterstock.

Earnings

Guidance

Movers

Columbia Sportswear Stock Dives On Q4 Earnings, Soft Guidance: 'We Are Continuing To Pursue Cost Savings'

The Q4 earnings report for Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) was released on Tuesday, February 4, 2025 at 04:05 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Past Earnings Performance</h3>
Last quarter the company beat on EPS by $0.2 which was followed by a 6.0% increase in the share price the next day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Guidance</h3>
Columbia Sportswear management provided guidance for FY 2025, expecting earnings between $3.8 and $4.15 per share.
To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into Columbia Sportswear Q4 Earnings

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported its Q4 earnings results on Tuesday, February 4, 2025 at 04:05 PM.
Here's what investors need to know about the announcement.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
In the previous quarter, the company beat on EPS by $0.2, resulting in a 6.0% increase change in the share price the following day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Guidance</h3>
Columbia Sportswear management provided guidance for FY 2025, expecting earnings between $3.8 and $4.15 per share.
To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Columbia Sportswear Earnings Review: Q4 Summary

WIIM

Columbia Sportswear shares are trading lower after the company reported worse-than-expected Q4 adjusted EPS results and issued Q1 adjusted EPS guidance below estimates.

The Q4 earnings report for Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) was released on Tuesday, February 4, 2025 at 04:05 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
In the previous quarter, the company beat on EPS by $0.2, resulting in a 6.0% increase change in the share price the following day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Guidance</h3>
Columbia Sportswear management provided guidance for FY 2025, expecting earnings between $3.8 and $4.15 per share.
To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Summary: Columbia Sportswear Q4

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported its Q4 earnings results on Tuesday, February 4, 2025 at 04:05 PM.
Here's what investors need to know about the announcement.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
During the previous quarter, the company beat on EPS by $0.2, leading to a 6.0% increase share price change the next day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Guidance</h3>
Columbia Sportswear management provided guidance for FY 2025, expecting earnings between $3.8 and $4.15 per share.
To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Columbia Sportswear Earnings Analysis: Q4 Recap

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) announced its Q4 earnings on Tuesday, February 4, 2025 at 04:05 PM.
Here's a breakdown of the earnings report.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Overview of Past Earnings</h3>
Last quarter the company beat on EPS by $0.2 which was followed by a 6.0% increase in the share price the next day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Guidance</h3>
Columbia Sportswear management provided guidance for FY 2025, expecting earnings between $3.8 and $4.15 per share.
To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Breakdown: Columbia Sportswear Q4

The Q4 earnings report for Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) was released on Tuesday, February 4, 2025 at 04:05 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
Columbia Sportswear missed estimated earnings by -4.0%, reporting an EPS of $1.8 versus an estimate of $1.88.
Revenue was up $37.00 million from the same period last year.
<h3>Overview of Past Earnings</h3>
Last quarter the company beat on EPS by $0.2 which was followed by a 6.0% increase in the share price the next day.
Here's a look at Columbia Sportswear's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>-0.34</td>
<td>0.35</td>
<td>1.96</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.20</td>
<td>0.71</td>
<td>1.86</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>936.33M</td>
<td>568.29M</td>
<td>740.02M</td>
<td>1.08B</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>931.77M</td>
<td>570.24M</td>
<td>769.98M</td>
<td>1.06B</td>
</tr>
</tbody>
</table>

To track all earnings releases for Columbia Sportswear <a href="https://www.benzinga.com/quote/COLM/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Columbia Sportswear Earnings Report: Q4 Overview

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported quarterly earnings of $3.82 per share which missed the analyst consensus estimate of $3.89 by 1.8 percent. The company reported quarterly sales of $3.37 billion which beat the analyst consensus estimate of $3.34 billion by 0.69 percent.

Earnings Beats

Earnings Misses

Columbia Sportswear FY 2024 Adj EPS $3.82 Misses $3.89 Estimate, Sales $3.37B Beat $3.34B Estimate

Columbia Sportswear Company Sees Q1 2025 Revenue $749M-$764M Vs $798.496M Estimate; Sees Adj. EPS $0.62-$0.70 Vs $0.71 Est

Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) reported quarterly earnings of $1.80 per share which missed the analyst consensus estimate of $1.85 by 2.7 percent. This is a 3.23 percent decrease over earnings of $1.86 per share from the same period last year. The company reported quarterly sales of $1.10 billion which beat the analyst consensus estimate of $1.07 billion by 2.37 percent. This is a 3.40 percent increase over sales of $1.06 billion the same period last year.

Columbia Sportswear Q4 2024 Adj EPS $1.80 Misses $1.85 Estimate, Sales $1.10B Beat $1.07B Estimate

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Earnings Scheduled For February 4, 2025

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<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

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.

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Columbia Sportswear Company Reports First Quarter 2024 Financial Results; Updates Full Year 2024 Financial Outlook

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Columbia Sportswear Company to Announce Second Quarter 2024 Financial Results on Thursday, July 25, 2024

Columbia Sportswear Company Reports Second Quarter 2024 Financial Results; Updates Full Year 2024 Financial Outlook

Columbia Sportswear Company to Announce Third Quarter 2024 Financial Results on Wednesday, October 30, 2024

Columbia Appoints New Creative Agency and Hires New Head of Marketing to Lead Creative Strategy Forward

Columbia Sportswear Company Reports Third Quarter 2024 Financial Results; Updates Full Year 2024 Financial Outlook

Columbia Sportswear Company to Announce Fourth Quarter 2024 Financial Results on Tuesday, February 4, 2025

Columbia Sportswear Company Reports Fourth Quarter and Full Year 2024 Financial Results; Provides Full Year 2025 Financial Outlook

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Columbia Sportswr

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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