-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。COLMは、2026年第1四半期の1株当たり利益（EPS）が前年同期の0.75ドルに対し0.65ドルとなり、市場予想を0.30ドル上回りました。純売上高は7億7,900万ドルで横ばいとなり、市場予想を2,100万ドル上回りました。国際展開の多角化は功を奏し、EMEA地域は35%、LAAP地域は5%の大幅な成長を遂げ、米国での10%減を相殺しました。一方、粗利益率は、主に310ベーシスポイントの関税増の影響により、20ベーシスポイント低下し50.7%となりました。当社は、国際成長戦略が、米国における関税の逆風から同社を効果的に守り、持続的なグローバル展開に向けた基盤を築いていると考えています。経営陣は、関税状況の改善を反映し、通期EPSガイダンスを従来の3.20～3.65ドルから3.55～4.00ドルに、営業利益率ガイダンスを6.7～7.5%に引き上げました。同社は5億3540万ドルの現金と無借金という強固なバランスシートを維持しながら、1億5000万ドルの自社株買いプログラムを実施しています。成長を牽引する国際事業の好調ぶりに感銘を受けており、若年層消費者をターゲットとしたACCELERATE成長戦略による勢いが継続すると予想しています。株価は予想EPSガイダンスの17倍で取引されています。
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