"We believe demand for the Columbia brand remains strong and that recent winter weather has wiped the channel clean of inventory, setting the company up for a strong fourth quarter 2013 estimate and full-year 2014 estimate," he wrote.
Columbia reported record fourth-quarter net sales of $533.1 million after the bell on Tuesday, an increase of 6 percent from the same quarter a year ago.
VF, which also owns winter boot maker Timberland, reported 8 percent revenue growth for the fourth quarter last week, boosted by 12 percent growth at The North Face. The news followed Under Armour's quarterly revenue increase of 35 percent, which was rooted in its Fleece and ColdGear Infrared products.
VF CEO Eric Wiseman told CNBC that the company's direct-to-consumer channel, which includes e-commerce sales, also increased 30 percent in the quarter. With foot traffic taking a beating from the bad weather, it's a trend that's likely to play out for many retailers in the first quarter—and could end up having a lasting impact on the industry overall, former Office Depot CEO Steve Odland told CNBC.
(Read more: Consumer may be sliding on more than ice)
"People who are now learning to buy more online and getting trained for that, they won't go back to the bricks-and-mortar stores," he said. "This weather can have a permanent impact on the switch between bricks-and-mortar and online sales."
For retailers that have seen sales dip because of the weather—which is the majority of the industry—Wells Fargo analyst Paul Lejuez said the pain could continue even when the weather warms up. As inventory builds up from stalled sales, it becomes harder for retailers to avoid markdowns on new items.
"When new full-price product has to compete with extensive markdowns in the back of the store (the stuff that didn't sell well thanks to the bad weather), shoppers often opt for the sale merchandise," Lejuez said. "This perpetuates the problem."
—By CNBC's Krystina Gustafson. Follow her on Twitter
UPDATE: This story was updated to include earnings results from Columbia.