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    Krista Zuber • TD Cowen

    Krista Zuber's questions to Columbia Sportswear Co (COLM) leadership

    Krista Zuber's questions to Columbia Sportswear Co (COLM) leadership • Q1 2025

    Question

    Krista Zuber, on for John Kernan, inquired about the specific drivers of the increased $150 million cost savings target, the company's long-term optimal SG&A rate, and the factors contributing to the business turnaround in China.

    Answer

    CFO Jim Swanson detailed that the savings stem from supply chain optimization, labor efficiencies, a prior reduction in force, and disciplined discretionary and capital spending, with a long-term goal of returning operating margins to the double-digit range. CEO Tim Boyle added that the China business has significant growth potential due to its relatively small current size, a strong outdoor trend, and ongoing investments in localized product design.

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    Krista Zuber's questions to PVH Corp (PVH) leadership

    Krista Zuber's questions to PVH Corp (PVH) leadership • Q4 2024

    Question

    Krista Zuber, on for John Kernan, asked about the opportunity to accelerate inventory turns, given the company's progress in channel cleanup and SKU rationalization, alongside the current product transitions.

    Answer

    CEO Stefan Larsson explained that the long-term goal is to continuously optimize inventory to demand by improving planning and buying each season. He noted that while they sometimes have to adjust after being too lean, the company will become increasingly data and demand-driven to achieve step-by-step improvements in inventory optimization over time.

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