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Columbia Sportswear Company’s $614 Million Quarter: Is The U.S. Consumer Becoming The Bigger Risk?

The Columbia Sportswear Company reported second quarter 2026 financial results reflecting a mixed operational environment influenced by macroeconomic challenges, supply chain disruptions, and strategic shifts. Net sales increased 2% year-over-year to $614 million, driven by strong international growth partially offset by a 4% decline in U.S. sales. International operations, which constitute over 40% of total sales, experienced a 9% increase, with noteworthy performance in regions such as Latin America and Asia-Pacific (LAAP), China, Japan, Korea, and Europe. Growth in these markets was supported by wholesale and direct-to-consumer channels, though some softness occurred due to reduced traffic and macroeconomic pressures. The U.S. market faced headwinds primarily from softer discretionary consumer spending amid inflation, leading to weaker store traffic and increased promotional activity, which compressed gross margins excluding a favorable one-time tariff refund. The company recognized approximately $78 million related to U.S.