-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：COLM公佈2026年第一季每股收益為0.65美元，高於去年同期的0.75美元，淨銷售額為7.79億美元，與去年持平，比預期高出2100萬美元。國際多元化策略卓有成效，歐洲、中東和非洲地區（EMEA）成長35%，拉丁美洲和加勒比海地區（LAAP）成長5%，抵銷了美國市場10%的下滑。毛利率下降20個基點至50.7%，主要受310個基點的額外關稅影響。我們認為，國際成長策略有效地幫助公司抵禦了美國關稅的不利影響，並為其持續的全球擴張奠定了基礎。管理層將全年每股收益預期從先前的3.20-3.65美元上調至3.55-4.00美元，並將營業利潤率預期上調至6.7%-7.5%，以反映關稅環境的改善。該公司保持穩健的資產負債表，擁有5.354億美元現金且無任何債務，同時正在執行1.5億美元的股票回購計畫。我們對推動成長的國際業務表現印象深刻，並預期針對年輕消費者的「加速成長策略」將持續維持成長勢頭，目前該公司股價的預期本益比為17倍。
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