Navigate the growth in the middle of tariff …

• Net sales: Rose by 1% to 778 million US dollars compared to the previous year.

• Wholesale net sales: Increased 2%.

• Sales of direct consumers: Flat performance.

• Gross marge: Expanded by 30 basis points to 50.9%.

• SG & A editions: 1%increased.

• Diluted result per share: 0.75 USD, 6% compared to the previous year.

• US net sales: Decreased by 1%.

• Laap -Netto -turn: 14%increased.

• EMEA Netto sales: 7%increased.

• Canada net turnover: Removement by 2%.

• Columbia brand net sales: 3%increased.

• Mountain hardware networks: Decreased by 14%.

• Prana -Netto -turn: Removement by 10%.

• Sorel net sales: Decreased by 8%.

Appearance date: May 1, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• The Columbia Sportswear Co (Nasdaq: Colm) exceeded its guideline area for net sales and profits in the first quarter.

• The company's international markets showed a strong performance, with double-digit growth in the Laap region in the LAAP region and a high single-digit growth of the EMEA region.

• The Columbia Sportswear Co (Nasdaq: Colm) has a diversified supply chain and a team with deep international trade experience, which contributes to alleviating the effects of US tariffs.

• The company undertakes to increase investments in the creation of demand and to start a new global marketing platform to improve the commitment of the brands.

• The Columbia Sportswear Co (Nasdaq: Colm) has a strong balance and is well positioned to win market shares in times of rising prices for US consumers.

• Due to the latest US tariff increases, the company is exposed to considerable uncertainties, which affects the ability to plan safely and invest in the US market.

• The Columbia Sportswear Co (Nasdaq: Colm) has withdrawn its outlook throughout 2025 due to the increased uncertainty in relation to collective bargaining prices and its effects on product costs and consumer demand.

• The US market is expected to be difficult in the back half of the year, whereby higher prices potentially influence consumers' demand.

• The company assumes that in 2025 it will absorb a large part of the incremental tariff costs, which could affect profitability.

• The Columbia Sportswear Co (Nasdaq: Colm) plans to conservative its US business in order to minimize the risk of inventory and to maintain profitability under uncertain market conditions.

Q: Should we assume that wholesale should be similar in the second half, what was expected in early February, and are there any opportunities to take market shares due to the situation with commanding brand offers from China? A: The headwind of the category is uncertain, but it is possible to receive market shares, since the Chinese imports of private labels and smaller brands are dependent. We focus on taking this opportunity. As far as the autumn order book is concerned, there have been no surprises or sensible cancellations. (Timothy Boyle, CEO; Jim Swanson, CFO)