哥伦比亚(COLM)
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PVH vs. COLM: Which Stock Should Value Investors Buy Now?
Zacks Investment Research· 2024-03-16 00:41
PVH和Columbia Sportswear公司比较 - PVH和Columbia Sportswear是两家备受投资者关注的纺织服装公司[1] - PVH的Zacks Rank为2(买入),而Columbia Sportswear的Zacks Rank为5(强热卖)[3] - PVH的前瞻市盈率为11.10,而Columbia Sportswear的前瞻市盈率为21.51,PVH的PEG比率为0.73,而Columbia Sportswear的PEG比率为3.25[6]
Goldman Likes This Apparel Stock, Markets Love It Even More
MarketBeat· 2024-03-11 19:48
Key Points The apparel industry is giving you more reasons to keep watching it today; here is why the pros could come into it, too. Breaking down the chess board is the best upside in Ermenegildo Zegna stock, and it is Goldman's top pick in the space. Markets agree it is head and shoulders above peers, and you shouldn't ignore it. 5 stocks we like better than CME Group When professional traders at investment houses like The Goldman Sachs Group NYSE: GS look for places to put their capital to work, they must ...
Investing in Space: How Columbia's fabric tech landed on the surface of the moon
CNBC· 2024-03-01 01:54
CNBC's Investing in Space newsletter offers a view into the business of space exploration and privatization, delivered straight to your inbox. CNBC's Michael Sheetz reports and curates the latest news, investor updates and exclusive interviews on the most important companies reaching new heights. Sign up to receive future editions. The concept was pretty simple, if ambitious: Take Columbia's "Omni-Heat Infinity" thermal reflective fabric – already inspired by the classic space blanket – and apply it to Intu ...
Columbia(COLM) - 2023 Q4 - Annual Report
2024-02-26 00:00
全球销售业务 - 公司在2023年全球净销售额增长,主要受益于欧洲直销、中国和LAAP分销商业务的国际销售增长[228] - 2023年,Columbia Sportswear公司的销售总额为34.87亿美元,同比增长1%[242] - 2023年,Columbia Sportswear公司的净利润为31.03亿美元,同比下降82.8%[243] 销售地区业务 - 2023年,Columbia Sportswear公司的美国业务净销售额下降3%,主要由于批发出货减少和直销消费需求降低[246] - 2023年,Columbia Sportswear公司的LAAP业务净销售额增长10%,主要受益于中国和LAAP分销商业务的增长[247] - 2023年,Columbia Sportswear公司的EMEA业务净销售额增长7%,主要由于欧洲直销业务增长[248] - 2023年,Columbia Sportswear公司的加拿大业务净销售额增长3%,主要由于加拿大直销业务增长[249] 财务状况 - 2023年,Columbia Sportswear公司的未分配公司费用增加1.49亿美元,主要由于人员费用增加[250] - 2023年,Columbia Sportswear公司的现金流量情况表明,经营活动产生了63.63亿美元的现金流量,投资活动产生了46.18亿美元的现金流出,融资活动产生了25.48亿美元的现金流出[253] - 截至2023年12月31日,Columbia Sportswear公司的总流动性约为12.5亿美元,主要由现金、现金等价物、短期投资和可用信贷额度组成[256] 资本支出和资本分配 - 我们计划在2024年进行约6000万至8000万美元的资本支出,包括投资于我们的直销业务,包括新店铺和数字化以及供应链能力,以支持我们的战略重点[264] - 我们的长期目标是保持强劲的资产负债表和资本分配的纪律性,根据我们的财务状况、市场条件和战略重点,我们的资本分配方法包括:投资于有机增长机会以推动长期盈利增长;通过股息和股票回购向股东返还至少40%的自由现金流;考虑机会主义性的并购[265] 风险管理 - 公司对递延税资产价值的假设、判断和估计考虑了未来可预测的税收金额和类别[287] - 公司对不确定税务立场的假设、判断和估计考虑了税务部门审查时是否更有可能被维持的税务立场[288] - 公司对中期税收预备金的确定是基于年度有效税率的估计,根据实际事件和各司法管辖区的收入进行调整[289]
PVH vs. COLM: Which Stock Is the Better Value Option?
Zacks Investment Research· 2024-02-13 01:45
Investors looking for stocks in the Textile - Apparel sector might want to consider either PVH (PVH) or Columbia Sportswear (COLM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision ...
Columbia Sportswear's Omni-Heat Infinity Supports Historic U.S. Return to the Moon
Businesswire· 2024-02-13 01:00
A close-up of Omni-Heat Infinity reflective technology that is featured in Columbia's jackets and the company's other winter products. This same technology is being used to protect Intuitive Machines' lunar lander from the extreme temperatures of space. (Photo: Business Wire) Close-up of the panel utilizing Columbia's Omni-Heat Infinity technology that will help protect Intuitive Machines' Nova -C lunar lander from the extreme temperatures of space. (Photo: Business Wire) Rendering of Intuitive Machines' No ...
Cautious retailers continue to be a ‘Grinch' for these clothing and shoe makers
Market Watch· 2024-02-03 05:05
The broader economy might be holding up. But if Thursday’s results from Skechers USA and Columbia Sportswear Co. are any indication, the part of it that involves buying shoes and jackets might still be awaiting its soft landing. Shares of both the comfort-shoe maker and the maker of ski jackets fell on Friday, following disappointing holiday-quarter results. While analysts hunted for positives afterward, executives at both companies pointed to continued reluctance from retail stores to stock up on their pro ...
Columbia Sportswear (COLM) Tumbles on Q4 Earnings & Sales Miss
Zacks Investment Research· 2024-02-02 22:41
Columbia Sportswear Company (COLM) posted soft fourth-quarter 2023 results, wherein both the top and bottom lines declined year over year and came below the respective Zacks Consensus Estimate. The company navigated a tough operating landscape in the United States, which, along with the warm winter, affected results. Shares of this Zacks Rank #4 (Sell) company were down 8.6% in the after-market trading session on Feb 1. Management expects 2024 to be a difficult year, with retailers placing orders cautiously ...
Columbia(COLM) - 2023 Q4 - Earnings Call Transcript
2024-02-02 08:53
公司业绩 - 2023年全年净销售额增长1%,达到35亿美元[11] - 2023年第四季度净销售额同比下降9%,达到11亿美元[20] - 2024年净销售预期下降2%至4%[14] - 预计2026年实现每年1.25亿至1.5亿美元的成本节约[14] - 预计2024年至2025年成本节约将逐步增加,2026年实现全面效益[19] 全球市场 - 2023年全球市场增长7%,中国市场净销售额以恒定货币计算增长了30%[10] - 美国净销售下降12%,批发销售下降高十几个百分点[22] - 中国净销售增长高十几个百分点,主要是由于强劲的直销业绩[24] - 日本净销售增长中单位数百分点,主要是由于批发和在较小程度上电子商务的增长[25] - 韩国净销售下降了低十几个百分点,因为公司继续重置业务[26] - 欧洲、中东和非洲地区的净销售下降了7%[28] - 加拿大净销售下降了29%[30] 品牌销售 - Columbia品牌净销售在季度内下降了7%,但全年增长了2%[31] - 公司预计Columbia品牌销售在2024年基本持平,尽管受到外部压力的影响[33] - SOREL品牌净销售额在季度内下降了18%,全年下降了3%[43] - SOREL品牌预计2024年净销售额将下降约20%[43] - Mountain Hardwear品牌净销售额在季度内下降了11%,全年下降了7%[45] - Mountain Hardwear品牌预计2024年净销售额将增长中位数个百分点[45] - prAna品牌净销售额在季度内下降了29%,全年下降了21%[46] 财务展望 - 公司预计全年净销售额将下降2%至4%,毛利率预计将扩大约100至150个基点至50.6%至51.1%[48] - 公司预计每股 diluted earnings 将在3.45至3.85美元之间[49] - 公司预计在成本销售和SG&A方面将获得7500万至9000万美元的预期收益[64] - 公司与某些海运公司签订了长期合同,目前尚未遭受市场上的现货费率和附加费用的影响[69]
Columbia Sportswear (COLM) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-02-02 08:01
营收情况 - Columbia Sportswear在2023年第四季度报告的营收为10.6亿美元,同比下降9.4%[1] - 营收低于Zacks Consensus Estimate 1.08亿美元[2] 盈利表现 - EPS为1.86美元,较去年同期的2.45美元有所下降[1] - EPS也低于预期[2] 投资者关注点 - 投资者通常关注营收和盈利的年度变化,以及与华尔街预期的比较,以确定下一步的行动[3] - 通过比较关键指标与去年同期和分析师的估计,投资者可以更准确地预测股价表现[4]