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    Should New Trump-Era Tariffs Reviving Trade Uncertainty Require Action From Columbia Sportswear (COLM) Investors?

    Simply Wall St·02/25/2026 10:30:26
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    • In late February 2026, Columbia Sportswear came under pressure after the Trump administration announced new global tariffs, reviving trade policy uncertainty for companies reliant on international supply chains.
    • This renewed tariff risk comes at a time when analysts had recently become more optimistic about Columbia’s earnings outlook, highlighting the tension between improving expectations and rising cost pressures.
    • Next, we’ll examine how this renewed tariff uncertainty could influence Columbia Sportswear’s investment narrative around margins, growth and risk.

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    Columbia Sportswear Investment Narrative Recap

    To own Columbia Sportswear, you need to believe its global outdoor brands and cost-control efforts can support steady earnings, even if growth is modest. The new tariffs directly target that belief by raising questions about near term margin resilience, making tariff exposure the key short term risk while upcoming earnings remain the main catalyst. If tariff pass through is limited, the impact on profitability could be more than just noise.

    The most relevant recent update here is Columbia’s 2026 guidance, which already pointed to only 1% to 3% net sales growth and operating margin of 6.2% to 6.9%. Tariffs add another layer of uncertainty on top of that cautious outlook, especially if higher import costs collide with weak U.S. demand and a price sensitive customer base.

    But against that improving earnings sentiment, investors should still be aware of how renewed tariff risk could pressure Columbia’s gross margins and...

    Read the full narrative on Columbia Sportswear (it's free!)

    Columbia Sportswear's narrative projects $3.7 billion revenue and $184.1 million earnings by 2028. This implies 2.3% yearly revenue growth and an earnings decrease of $40.7 million from $224.8 million today.

    Uncover how Columbia Sportswear's forecasts yield a $57.57 fair value, a 7% downside to its current price.

    Exploring Other Perspectives

    COLM 1-Year Stock Price Chart
    COLM 1-Year Stock Price Chart

    Some of the lowest ranked analysts already expected revenues of about US$3.5 billion and earnings near US$156 million, which is far more cautious than consensus and could look even more pessimistic if these new tariffs amplify the margin pressures they were already worried about.

    Explore 3 other fair value estimates on Columbia Sportswear - why the stock might be worth as much as $61.76!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.