On earnings calls, companies have told investors and analysts they expect the boost in outdoor activity to feed their outerwear sales through fall and winter. “We are one of the core brands that our retail partners have indicated will drive their own recovery this fall,” Dani Reiss, CEO of Canada Goose, said during a call in August.

Scott Roe, CFO of VF Corp, which owns brands such as The North Face and Timberland, pointed out on a late July call that shoppers, having already gone on a shopping spree for tents and sleeping bags, were starting to spend more on items such as outdoor apparel. “And we think that lines up extremely well for where we will be in the fall as we start to bring in our insulated outerwear, our mid-layers, and clearly our rainwear and performance ski wear,” he said.

Clothing sales overall have struggled as many stores shut during lockdowns and shoppers pulled back on non-essential spending. But there have been some bright spots—activewear, for instance—as consumers adapt to new lifestyles amid the pandemic.

Robin Yates, a former Canada Goose executive who co-founded high-end outerwear company Nobis in 2007, says demand has been stronger than expected for their parkas and puffers despite the uncertainty of the market. Shoppers, he says, are making function and comfort a priority in their purchases, and they’ve been willing to invest more on items they think will last. (Edited’s data has recorded a rise in the average sales price of puffers.)

According to Yates, the pandemic has even opened up a new customer for outerwear makers. Many “snowbirds,” who normally escape frigid parts of the US and Canada to warmer climates in the winter, plan to skip air travel this year. “We’re seeing a rise in the demand from this affluent crowd particularly—as they spend on winter jackets and cold-wear accessories when in the past they may not have needed to make those purchases,” Yates said in an email.

And even those who have a coat in the closet may need to upgrade this year as they plan for a winter outdoors.

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