As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at apparel and accessories stocks, starting with Columbia Sportswear (NASDAQ:COLM). Thanks to social media and the internet, not only are styles changing more frequently today than in decades past but also consumers are shifting the way they buy their goods, favoring omnichannel and e-commerce experiences. Some apparel and accessories companies have made concerted efforts to adapt while those who are slower to move may fall behind. The 16 apparel and accessories stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 15.2% since the latest earnings results. Weakest Q4: Columbia Sportswear (NASDAQ:COLM) Originally founded as a hat store in 1938, Columbia Sportswear (NASDAQ:COLM) is a manufacturer of outerwear, sportswear, and footwear designed for outdoor enthusiasts. Columbia Sportswear reported revenues of $1.10 billion, up 3.5% year on year. This print exceeded analysts’ expectations by 1.4%. Despite the top-line beat, it was still a slower quarter for the company with full-year EPS guidance missing analysts’ expectations and a miss of analysts’ EPS estimates. Chairman, President and Chief Executive Officer Tim Boyle commented, “I’m encouraged that sales returned to growth in the fourth quarter, and we expect continued growth in 2025, across most brands and regions. During the year we made substantial progress on our inventory reduction efforts, achieved cost savings through our Profit Improvement Program, and returned meaningful cash to shareholders through share buybacks and dividends. We also laid the foundation for Columbia’s ACCELERATE Growth Strategy, which will come to life in the seasons ahead.Columbia Sportswear Total Revenue The stock is down 22.6% since reporting and currently trades at $66.49. Read our full report on Columbia Sportswear here, it’s free. Best Q4: VF Corp (NYSE:VFC) Owner of The North Face, Vans, and Supreme, VF Corp (NYSE:VFC) is a clothing conglomerate specializing in branded lifestyle apparel, footwear, and accessories. VF Corp reported revenues of $2.83 billion, up 1.9% year on year, outperforming analysts’ expectations by 1.2%. The business had a stunning quarter with a solid beat of analysts’ constant currency revenue and EPS estimates.VF Corp Total Revenue The stock is down 57.4% since reporting. It currently trades at $11.31. Story Continues Is now the time to buy VF Corp? Access our full analysis of the earnings results here, it’s free. Oxford Industries (NYSE:OXM) The parent company of Tommy Bahama, Oxford Industries (NYSE:OXM) is a lifestyle fashion conglomerate with brands that embody outdoor happiness. Oxford Industries reported revenues of $390.5 million, down 3.4% year on year, exceeding analysts’ expectations by 1.7%. Still, it was a slower quarter as it posted full-year EPS guidance missing analysts’ expectations. As expected, the stock is down 18.3% since the results and currently trades at $51.21. Read our full analysis of Oxford Industries’s results here. Stitch Fix (NASDAQ:SFIX) One of the original subscription box companies, Stitch Fix (NASDAQ:SFIX) is an online personal styling and fashion service that curates personalized clothing selections for customers. Stitch Fix reported revenues of $312.1 million, down 5.5% year on year. This result surpassed analysts’ expectations by 4.4%. It was a very strong quarter as it also logged EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS estimates. The stock is down 26.8% since reporting and currently trades at $3.09. Read our full, actionable report on Stitch Fix here, it’s free. Guess (NYSE:GES) Flexing the iconic upside-down triangle logo with a question mark, Guess (NYSE:GES) is a global fashion brand known for its trendy clothing, accessories, and denim wear. Guess reported revenues of $932.3 million, up 4.6% year on year. This print beat analysts’ expectations by 2.9%. Taking a step back, it was a slower quarter as it recorded full-year EPS guidance missing analysts’ expectations. The stock is up 1.6% since reporting and currently trades at $10.25. Read our full, actionable report on Guess here, it’s free. Market Update The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. View Comments
Apparel and Accessories Stocks Q4 Teardown: Columbia Sportswear (NASDAQ:COLM) Vs The Rest
You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to our research reports, in-depth technical and fundamental research.
Start Your Free Trial Now!Not sure where to invest today?
Kalkine’s latest research highlights three companies identified through in-depth analysis and market insights.
Explore these research reports to learn about companies currently being tracked by our analysts and make more informed investment decisions.
View 3 Research ReportsThis information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on ‘as is’ basis, using their API. The information and data provided on this page, as well as via the API, are not guaranteed to be real-time or accurate. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general informational purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine does not assume any responsibility for any trading losses you might incur as a result of using this information, data, or any analyst rating or recommendation provided. Kalkine will not accept any liability for any loss or damage resulting from reliance on the information, including but not limited to data, quotes, charts, analyst ratings, recommendations, and buy/sell signals sourced via the API.
Please be fully informed about the risks and costs associated with trading in the financial markets, as it is one of the riskiest forms of investment. Kalkine does not provide any warranties regarding the information on this page, including, without limitation, warranties of merchantability or fitness for a particular purpose or use.
Please wait processing your request...