Columbia Sportswear Company (COLM) Investor presentation summary

Strategic priorities

• ACCELERATE aims to attract younger, more active consumers to the Columbia brand while continuing to serve core consumers with accessible outdoor essentials.

• Strategy shifts include stronger brand perception, product innovation and style, focused collections, elevated omnichannel experiences, and integrated full-funnel marketing.

• Columbia’s five strategic pillars are trail, warm-weather dominance, PFG, outdoor lifestyle, and footwear.

• Broader priorities include creating differentiated products, increasing focused demand creation, improving consumer experiences, advancing digitally led omnichannel execution, and empowering talent.

Brand portfolio and growth drivers

• Portfolio comprises Columbia outdoor apparel, footwear and gear; SOREL lifestyle footwear; Mountain Hardwear technical outdoor products; and prAna active-lifestyle apparel and accessories.

• 2025 net sales mix: Columbia 87%, SOREL 7%, prAna 3%, Mountain Hardwear 3%; apparel, accessories and equipment 80%, footwear 20%.

• 2025 channel mix was wholesale 52%, DTC brick-and-mortar 32% and DTC e-commerce 16%; geographic mix was U.S. 58%, LAAP 18%, EMEA 17% and Canada 7%.

• Growth accelerators identified include footwear, international markets, Europe-direct, China, international distributor regions and digital channels.

Financial performance

• From 1998–2025, net sales and diluted EPS each delivered an 8% CAGR.

• Q2 2026 category sales were $497M for apparel, accessories and equipment, up 1%, and $117M for footwear, up 5%; regional sales were U.S. $320M (-4%), EMEA $143M (+10%), LAAP $126M (+12%) and Canada $25M (-7%).

• Q2 2026 brand sales: Columbia $556M (+1%), SOREL $16M (-14%), prAna $23M (+14%) and Mountain Hardwear $19M (+6%).

• H1 2026 net sales were $1,393M (+1% reported; -1% constant currency); gross margin was 54.1% (+400 bps), operating margin 5.2% (+350 bps) and diluted EPS $1.17 (+102%).

• H1 results included U.S. IEEPA tariff refunds, contributing 430 bps to gross and operating margin and $0.92 to diluted EPS.