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Elon’s Out. Trump’s DOGE PayoutsKeep Flowing (Up to $32K…
Elon’s Out. Trump’s DOGE Payouts
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This Month’s Featured Content
4 Cold-Weather Stocks to Buy as Winter Spending Heats Up
Reported by Chris Markoch. First Published: 11/16/2025.

Summary
- 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, cold weather is coming. Thinking like an investor, there’s an opportunity to buy shares of companies whose revenues and earnings tend to rise when consumers shop for winter gear.
Retail stocks have been out of favor as even higher-income shoppers look to stretch their dollars. 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.
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Digging into the survey, respondents plan to spend an average of $890 on gifts and other seasonal items. That spending won’t appear in this current earnings season, but expectations for higher holiday spending are a good reason to review retailers and brands whose fortunes track seasonal demand.
Deckers Outdoor: A Standout Performer Riding Strong Momentum
Deckers Outdoor Corp. (NYSE: DECK) is the parent company of UGG and HOKA. DECK stock is down 58.5% in 2025 and hasn’t gained much traction despite a solid earnings report in late October.
The primary headwind 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 fiscal 2027.
The company also faces questions about whether its core consumer is tapped out. In the last three quarters, revenue and earnings have risen year over year, but the stock’s weak performance suggests investors are wondering how long any pull-forward demand related to tariffs can last.
They may want to consider the analysts’ forecasts, which give DECK stock a consensus price target of $118.11. That’s about a 40% upside from its price as of Nov. 13 and reflects analysts raising targets. At roughly 14x forward earnings and with expected earnings growth of over 12% in the next 12 months, the stock looks inexpensive relative to its growth prospects and peers.
Canada Goose: A Luxury Play Banking on the High-End Consumer
Canada Goose Holdings Inc. (NASDAQ: GOOS) has performed very differently from Deckers — GOOS stock is up more than 32% in 2025 and has rebounded from a brief post-earnings sell-off.
The company missed on both revenue and earnings, with the latter pressured by higher sales and marketing expenses, store labor, and product costs. The topline miss raises concerns that demand is softer than expected while Canada Goose rolls out new product innovations.
There’s also speculation that the company could be taken private; both that story and demand trends should become clearer over coming quarters. For now, it’s notable that analysts are forecasting more than 19% earnings growth over the next 12 months, which aligns with the company’s forward P/E of about 17x.
Columbia Sportswear: A Mainstream Staple
Columbia Sportswear Co. (NASDAQ: COLM) has also struggled — COLM stock is down about 35% in 2025 and has faced several analyst downgrades since its late-October earnings release.
Columbia expects tariff-related pressure of $35 million to $40 million in the current fiscal year. Management has flagged upcoming price increases but warned of near-term margin pressure.
Still, COLM has a consensus price target of $60.54, roughly 10% above the current price. Columbia also pays a dividend yielding about 2.2%, with a payout ratio near 36%, which many competitors don’t offer.
VF Corp: A Contrarian Play With High-Profile Brands
VF Corp. (NYSE: VFC) owns The North Face and Timberland. The story for VFC in 2025 resembles those of Deckers and Columbia: it beat on the top and bottom lines, yet the stock is still down over 25% for the year.
The stock has climbed since the earnings report despite tariff-related concerns. Interest may also stem from the company’s plan to sell its Dickies brand for roughly $600 million and use some proceeds to pay down debt.
VFC is trading about 6% below its consensus price target of around $16. The company trades near 21x forward earnings while analysts forecast earnings growth of more than 48% in the next 12 months — a gap that could attract contrarian investors.
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