COLM
Market read
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if COLM's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“As of June 30, 2026, our inventory balance increased to $874.8 million, compared to $689.5 million as of December 31, 2025, primarily reflecting the alignment of inventory supply with anticipated seasonal demand.”10-Q · Aug 6, 2026 ↗
“Cash Flow Activities Cash flows are summarized in the following table: Six Months Ended June 30, (in thousands) 2026 2025 Change Net cash provided by (used in): Operating activities $ 37,457 $ (62,886) $ 100,343 Investing activities 237,275 110,582 126,693 Fi…”10-Q · Aug 6, 2026 ↗
“Canada segment gross margin expanded to 49.8% for the second quarter of 2026 from 48.1% for the comparable period in 2025, driven primarily by favorable channel mix with a higher portion of DTC net sales, which generally carry higher gross margins than wholes…”10-Q · Aug 6, 2026 ↗
“The growth in Korea was led by the wholesale business, which we believe was attributable to the execution of our marketplace strategies and resilient outdoor category trends, despite a weakening macroeconomic environment, as compared to the same period in 202…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 0.9× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for COLM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“SG&A expenses are summarized in the following table: Three Months Ended June 30, (in thousands, except for percentages and basis points) 2026 2025 Change Selling, general and administrative expenses $ 332,191 $ 325,628 $ 6,563 2 % Selling, general and administrative expenses as percent of net sales 54.1 % 53.8 % 30 bps SG&A expenses increased primarily due to the following factors: • higher omni-channel expenses of $11.5 million, reflecting higher DTC B&M expenses, including impairment charges related to underperforming retail stores, as well as the impact of new stores globally; partially offset by • lower expenses in targeted areas of the business resulting from our Profit Improvement Pro...”
“SG&A expenses are summarized in the following table: Six Months Ended June 30, (in thousands, except for percentages and basis points) 2026 2025 Change Selling, general and administrative expenses $ 689,328 $ 680,099 $ 9,229 1 % Selling, general and administrative expenses as percent of net sales 49.5 % 49.2 % 30 bps SG&A expenses increased primarily due to the following factors: • higher omni-channel expenses of $18.6 million, reflecting higher DTC B&M expenses associated with new stores globally, the impact of variable expenses, and impairment charges related to underperforming retail stores; partially offset by • lower expenses in targeted areas of the business resulting from our Profit...”
“Cash Flow Activities Cash flows are summarized in the following table: Six Months Ended June 30, (in thousands) 2026 2025 Change Net cash provided by (used in): Operating activities $ 37,457 $ (62,886) $ 100,343 Investing activities 237,275 110,582 126,693 Financing activities (183,700) (165,262) (18,438) Net effect of exchange rate changes on cash (755) 13,501 (14,256) Net increase (decrease) in cash and cash equivalents $ 90,277 $ (104,065) $ 194,342 The change in cash flows provided by operating activities for the six months ended June 30, 2026 was primarily driven by the recovery of approximately $78 million of IEEPA tariffs previously paid, as compared to the same period in 2025 .”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We face intense competition for these individuals worldwide, and there is a significant concentration of well-funded apparel and footwear competitors near our headquarters in Portland, Oregon.”
Depended on by
“We have preferred access to hundred s of well-recognized national brands, such as Nike, including its Jordan Brand , Under Armour, adidas, Win chester, Columbia Sportswear, The North Face, Brooks, Skechers, Yeti, Stanley and Carhartt, which are critical to ou…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
COLM is currently a Follower in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for COLM; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.