Columbia Sportswear Is Finally Worth Trying On (Rating Upgrade)
Columbia Sportswear (COLM) is upgraded from 'hold' to a soft 'buy' as recent financials and guidance improve. COLM's revenue grew 0.7% in H1 2026, with notable strength in its Columbia and prAna brands, despite SOREL's temporary weakness. Profitability surged, aided by $78M in tariff refunds, but underlying cash flow and EBITDA remain strong even excluding these one-offs.

GEF
ZGN
YETI
AEO
GRBK
BKE
UAA
PRKS