Tariff Uncertainty And Climate Change Will Erode US Margins

Published
30 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$56.13
11.9% undervalued intrinsic discount
07 Aug
US$49.42
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1Y
-38.2%
7D
-3.2%

Author's Valuation

US$56.1

11.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 14%

Despite improved revenue growth forecasts, a notable decline in net profit margin has driven a substantial reduction in Columbia Sportswear's consensus analyst price target, down from $65.25 to $57.50. What's in the News Repurchased 1,677,784 shares (3.04%) for $131.7 million, totaling 22,680,653 shares (35.75%) for $1.81 billion under ongoing buyback program.

Shared on07 May 25
Fair value Decreased 9.61%

Shared on30 Apr 25
Fair value Decreased 5.46%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.1% to -0.1%.

Shared on23 Apr 25
Fair value Increased 1.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 9.51%

AnalystConsensusTarget has decreased revenue growth from 3.3% to 2.7%.

Shared on02 Apr 25
Fair value Increased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 21%

AnalystConsensusTarget has decreased revenue growth from 4.5% to 3.3% and decreased profit margin from 8.0% to 7.1%.