Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Additional Reading from MarketBeat 4 Cold-Weather Stocks to Buy as Winter Spending Heats UpWritten by Chris Markoch. Published 11/16/2025. 
Key Points - Retail stocks like DECK, GOOS, COLM, and VFC could warm up with winter demand.
- Tariffs and spending headwinds may weigh on short-term results, but valuations look appealing.
- Analysts project double-digit earnings growth across several cold-weather apparel leaders.
Love it or hate it, the cold weather is on its way. Thinking like an investor, there's an opportunity to buy shares in companies whose revenues and earnings heat up when consumers get cold. Retail stocks have been out of favor as even higher-income shoppers look to make their dollars stretch further. Still, data from the National Retail Federation (NRF) projects retail sales in November and December will be 3.7% to 4.2% higher than in 2024 and are expected to surpass $1 trillion. Your Access to Private Market Briefings Begins Here
Stock Wire News delivers select early alerts typically seen only by advanced traders.
These briefings focus on speed, clarity, and high-urgency setups. Join Free — See Today's Private Briefing Digging deeper into the survey, respondents plan to spend an average of $890 on gifts and other seasonal items. That spending won't show up in the current earnings season, but expectations for higher holiday spending make now a good time for investors to consider retailers and brands whose fortunes are tied to winter weather and seasonal purchases. Deckers Outdoor: A Standout Performer Riding Strong Momentum Deckers Outdoor Corp. (NYSE: DECK) is the parent company of iconic footwear brands UGG and HOKA. DECK stock is down 58.5% year-to-date in 2025 and has struggled to gain traction despite posting a solid earnings report in late October. The primary issue is tariffs. Deckers expects "significant tariff headwinds" of around $150 million in its 2026 fiscal year and says the tariff burden will remain material into its 2027 fiscal year. The company also faces concerns that its core customers may be tapped out. Although revenue and earnings have risen on a year-over-year basis for the last three quarters, DECK's stock performance suggests investors are questioning how long the pull-forward effect from tariffs can sustain results. Investors may want to consider the analysts' forecasts, which give DECK stock a consensus price target of $118.11. That's roughly a 40% gain from its price as of Nov. 13 and reflects analysts raising their targets. At about 14x forward earnings and with analysts forecasting earnings growth of more than 12% over the next 12 months, DECK also looks inexpensive relative to its historical valuation and the sector. Canada Goose: A Luxury Play Banking on the High-End Consumer Canada Goose Holdings Inc. (NASDAQ: GOOS) is the opposite of Deckers in terms of stock performance. GOOS is up more than 32% in 2025 and has recovered from a brief post-earnings sell-off. The company missed on both the top and bottom lines, with the latter affected by elevated sales and marketing expenses, store labor and product costs. The bigger worry is the topline: analysts believe Canada Goose is struggling with weak demand even as it tries to introduce innovations. There are also persistent rumors that Canada Goose could be taken private. Both those narratives will play out over the coming quarters. For now, it's notable that analysts are forecasting more than 19% earnings growth in the next 12 months, which aligns with the company's forward P/E of roughly 17x. Columbia Sportswear: A Mainstream Staple Columbia Sportswear Co. (NASDAQ: COLM) is another name that has lagged. COLM stock is down about 35% in 2025 and has absorbed several analyst downgrades since its late-October earnings report. Columbia faces tariff pressure as well, expecting an impact of $35 million to $40 million in the current fiscal year. Management told analysts that price increases are coming, but it warned of short-term margin pressure. Still, COLM carries a consensus price target of $60.54, roughly 10% above its current price. Columbia also offers a dividend that yields about 2.2% with a payout ratio near 36%, which many peers in the space do not provide. VF Corp: A Contrarian Play With High-Profile Brands VF Corp. (NYSE: VFC) is the parent of The North Face and Timberland. VFC's 2025 story mirrors Deckers and Columbia: it beat on the top and bottom lines but its stock remains down more than 25% for the year. However, the stock has climbed since the earnings release despite the tariff overhang. Some interest may come from the planned sale of the Dickies brand for about $600 million, which the company says it will use in part to reduce debt. VFC is trading only about 6% below its consensus price target near $16. Yet the stock trades at roughly 21x forward earnings while analysts are forecasting earnings growth of more than 48% in the next 12 months — a gap that may attract contrarian investors.
|
Post a Comment
Post a Comment