ZACKS·2026-02-11 14:15Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and services for hiking, camping, boating, and off-roading [1] - The industry is benefiting from shifting consumer values towards health, sustainability, and experience-driven living, leading to steady demand across various age groups and regions [2] Company Highlights Deckers Outdoor Corp. (DECK) - Deckers Outdoor reported quarterly earnings of $3.33 per share, exceeding the Zacks Consensus Estimate of $2.77 per share, with revenues of $1.96 billion, surpassing estimates by 4.27% [6] - The company is experiencing strong momentum driven by its HOKA and UGG brands, with HOKA being a key growth engine supported by global demand and market share gains [7] - Deckers is well-positioned for sustained growth with a strong balance sheet, ongoing share repurchases, and investments in product innovation and brand building [8] - The expected revenue and earnings growth rates for Deckers are 8.5% and 7.9%, respectively, for the current fiscal year ending March 2026 [10] Columbia Sportswear Co. (COLM) - Columbia Sportswear reported fourth-quarter 2025 earnings of $1.73 per share, surpassing the Zacks Consensus Estimate of $1.22, with net sales of $1,070.2 million exceeding estimates of $1,037 million [11] - The company is showing momentum through its ACCELERATE strategy, targeting younger consumers with refreshed branding and strong digital marketing [12] - Columbia's Profit Improvement Program focuses on operational efficiency and cost discipline while maintaining investments in brand building, with solid financial health characterized by no debt and strong cash levels [13] - The expected revenue and earnings growth rates for Columbia are 2.1% and -10.6%, respectively, for the current year [13]