UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_______to_______ COLUMBIA SPORTSWEAR COMPANY (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ———————— ...

For decades, T-shirts, sweatshirts and other clothing under the Columbia Sportswear brand and clothing emblazoned with the Columbia University name coexisted more or less peacefully without confusion.But now, the Portland-based outdoor retailer has sued the New York-based university over alleged trademark infringement and a breach of contract, among other charges. It claims that the university’s merchandise looks too similar to what’s being sold at more than 800 retail locations including more than 150 of i ...

Columbia Sportswear Company (NASDAQ: COLM ) posted a very positive quarter , which, like many other names in apparel wholesale, was at least in part benefited from early shipments to avoid tariffs. Still, even with this in consideration, theLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of com ...

For the quarter ended June 2025, Columbia Sportswear (COLM) reported revenue of $605.25 million, up 6.1% over the same period last year. EPS came in at -$0.19, compared to -$0.20 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $589.48 million, representing a surprise of +2.67%. The company delivered an EPS surprise of +32.14%, with the consensus EPS estimate being -$0.28.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Columbia Sportswear (COLM) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +32.14%. A quarter ago, it was expected that this maker of outdoor gear would post earnings of $0.68 per share when it actually produced earnings of $0.75, delivering a surprise of +10.29%.Over the last four quarters, ...

Financial Data and Key Metrics Changes - Net sales increased by 6% year over year to $605 million, slightly ahead of expectations, primarily driven by earlier fall wholesale shipments [13] - Gross margin expanded by 120 basis points to 49.1%, while SG&A expenses increased by 8% [14] - Loss per share was 19 cents compared to a loss of 20 cents in the prior year [14] Business Line Data and Key Metrics Changes - Wholesale net sales increased by 14%, while direct-to-consumer (DTC) sales decreased by 1% [14] - US net sales decreased by 2%, with DTC net sales declining in the mid-single digits [15] - SOREL net sales decreased by 10%, while Prana net sales decreased by 6% [27][28] Market Data and Key Metrics Changes - EMEA and LAAP regions both grew in double digits in the first half, led by China, Japan, and Europe [5] - China net sales increased in the high teens percentage, with strong growth across wholesale and DTC [18] - Europe direct net sales increased in the high teens percentage, with growth across all channels [21] Company Strategy and Development Direction - The company is focused on reenergizing the Columbia brand through the Accelerate Growth strategy, including a new global marketing platform [6] - Investments are being made in demand creation and digital strategies, including a redesign of the website [7] - The company aims to balance actions to offset higher tariffs while maximizing market share potential [12] Management's Comments on Operating Environment and Future Outlook - Management expressed concerns about ongoing public policy uncertainty in the US, particularly regarding tariffs [9] - The company expects higher prices for consumer goods to negatively impact demand and cautious inventory intakes from retailers [10] - Full year 2025 net sales outlook is projected between $3.3 billion and $3.4 billion, reflecting a decline of 1% to an increase of 1% year over year [31] Other Important Information - The company has actioned over $70 million in annual cost savings year to date [12] - A new organizational structure has been implemented to improve focus on growth opportunities in North America [26] - The company released its 2024 impact report highlighting efforts in environmental, social, and governance matters [34] Q&A Session Summary Question: Clarification on first half results and guidance - Management confirmed that first half results were largely in line with expectations, with stronger international performance offsetting US softness [38] Question: Insights on DTC performance and consumer behavior - Management acknowledged pressure on DTC sales but expects improvements with upcoming website refresh and marketing efforts [42][79] Question: Impact of tariffs on gross margins - Management indicated that tariffs are expected to impact gross margins by approximately $15 to $20 million in the third quarter [45] Question: Inventory composition and markdown perspective - Management expressed confidence in inventory composition, stating it is in excellent shape and flat to slightly down year over year [56] Question: Opportunities for improvement under new organizational structure - Management anticipates immediate results from the new structure, enhancing market approach and consumer engagement [64]

Financial Performance - Net sales increased by 6% from $570.2 million to $605.2 million[36] - Gross margin expanded by 120 bps to 49.1%[28, 58] - Operating margin improved by 30 bps to -3.9%[30, 36] - Diluted EPS increased by 5% to -$0.19[30, 36] Regional Performance - U S net sales decreased by 2% to $335 million[40] - LAAP net sales increased by 13% to $112 million[40] - EMEA net sales increased by 26% to $131 million[40] - Canada net sales increased by 2% to $27 million[40] Brand & Channel Performance - Columbia brand net sales increased by 8% to $548 million[50] - SOREL brand net sales decreased by 10% to $19 million[51] - Wholesale net sales increased by 14% to $317 million[53] - DTC net sales decreased by 1% to $288 million[54] Balance Sheet & Outlook - Cash, cash equivalents, and short-term investments totaled $579 million[33, 70] - Inventory increased by 13% to $926.9 million[31, 71] - The company expects net sales of $3.33 billion to $3.40 billion for 2025, representing a 1% decline to a 1% increase compared to 2024[81]

Exhibit 99.1 Columbia Sportswear Company Reports Second Quarter 2025 Financial Results; Provides Third Quarter 2025 and Limited Full Year 2025 Financial Outlook Second Quarter 2025 Highlights Full Year 2025 Financial Outlook The following forward-looking statements reflect our expectations as of July 31, 2025 and are subject to significant risks and business uncertainties, including those factors described under "Forward-Looking Statements" below. Additional disclosures and financial outlook details can be ...

The market expects Columbia Sportswear (COLM) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rel ...

Core Insights - The sports footwear and apparel industry demonstrates resilience amid a sluggish global economic recovery and differentiated consumer demand, outperforming other sectors [1][2] - The analysis includes 19 brands/groups, primarily publicly listed companies, with revenue data for the 2024 calendar year, adjusted for fiscal year discrepancies and currency fluctuations [1][2] Global Market Overview - Total global revenue for the 18 brands/groups in 2024 is approximately $183.61 billion, reflecting a 3.78% increase from 2023 [8] - Nike and Adidas remain the dominant players, while Lululemon has surged to third place, surpassing Puma and VF Corporation [6][7] - The industry structure remains stable, with a leading tier of Nike and Adidas, followed by a growing middle tier including Decathlon, Anta, VF, and Lululemon [7][8] Chinese Market Insights - The total revenue for the Chinese market is estimated at around $37 billion for 2024, with an 8.8% year-over-year growth, outpacing global growth [14] - Anta Group leads the Chinese market, with significant contributions from its multi-brand strategy, while Nike retains the top position for single-brand revenue [14][15] - The competitive landscape in China features intense rivalry among brands like Anta, Li Ning, Adidas, and FILA, with Puma also showing growth [14][15] Growth Drivers - Running remains the highest growth segment in the sports footwear and apparel industry, with brands like HOKA and On experiencing significant revenue increases [15][16] - Outdoor brands, particularly those appealing to the middle class, are also thriving, driven by a shift in consumer identity and preferences [16] Future Considerations - The industry faces challenges related to brand positioning in either stock or incremental competition, necessitating strategic decisions on growth potential and market dynamics [17] - Established brands are undergoing transformations while new entrants must navigate consumer expectations and market integration [17]