Sometimes, just for grins, I look at Columbia's ratio's - price/book, cash/share, current ratio, debt ratio, ROE and ROA. I just love this company. If anyone thinks it is going into the toilet they are nuts! Their growing earnings are 7% of the current market cap. Not bad.
For years, The North Face was a a disaster. There was heavy demand, but retailers never knew whether they would see their orders. Under VF, TNF is disciplined. It's picking off COLM at the top end at retail.