What does Canada Goose do and what are its main business segments?

What is Canada Goose's latest dividend and current dividend yield?

Did Canada Goose beat or miss consensus estimates last quarter?

What were the key takeaways from Canada Goose’s earnings call?

What guidance did Canada Goose's management provide for the next earnings period?

What factors drove the changes in Canada Goose's revenue and profit?

What is the revenue and EPS growth rate for Canada Goose year over year?

What were the key takeaways from Canada Goose's earnings call?

- **DTC Dominance**: 21% DTC sales growth, 10+ consecutive quarters of positive comps.
- **Product Newness**: 40% DTC revenue from new products, 15%+ new product revenue growth.
- **Margin Leverage**: 62.4% gross margin, 2026 peak season inventory optimization.
- **Global Expansion**: 10 new stores opened, 20% APAC revenue growth.

**【Management Opening Remarks】**
- The call opened with Neil Bowden, CFO, setting the stage for the earnings discussion, emphasizing forward-looking statements and financial highlights for Q2 FY2026.

**【CEO Commentary】**
- **Revenue Growth**: Direct-to-Consumer (DTC) comparable sales grew 10% YoY, driven by North America and APAC, with 40% of DTC revenue from new products.
- **Product Innovation**: 15% of revenue from new products, up 120% YoY, with key collections like the Chilliwack fleece and puffer jacket.
- **Operating Imperatives**: 
  - **Year-round relevance** through seasonal product launches (e.g., Fall/Winter 2025 campaign).
  - **Channel expansion**: 10 new stores opened in key markets (e.g., Paris, Beijing).
  - **Margin Management**: 2026 peak season inventory optimized through warehouse consolidation.

**【CFO Financial Commentary】**
- **Top-line Results**: Q2 revenue CAD$273M (up 2% YoY) with DTC sales +21%.
- **Gross Margin**: 62.4% (up 110bps YoY) driven by DTC channel mix.
- **SG&A**: CAD$188M (16% YoY) due to marketing and store investments.
- **Leverage Strategy**: 
  - Fixed costs (e.g., CAD$707M net debt) offset by 3Q peak season DTC comps +10%.
  - Inventory turnover 0.9x (vs. 0.8x last year) with CAD$461M inventory.

**【Q&A Highlights】**
- **DTC Momentum**: 10th consecutive quarter of positive comps, 40% of DTC sales from new products.
- **Regional Performance**: APAC +20%, EMEA -7% (UK softness offset by Europe strength).
- **Margin Drivers**: 
  - 40% DTC contribution to CAD$14M adj. EBIT loss.
  - CAD$1.4B+ peak season pipeline.
  - 2027+ brand ambassador collaborations (e.g., Shai Gilgeous-Alexander).

Canada Goose Holdings Inc (GOOS) Q2 2026 Earnings Call Transcript

- **Q1 Revenue Surge**: 22% YoY growth, driven by 15% D2C comps and strong North America/APAC performance.
- **Snow Goose Success**: Capsule collection boosted brand engagement, with planned fall/winter drops.
- **Gross Margin Expansion**: 170bps improvement to 61.4%, supported by European manufacturing efficiency.
- **Sustainability Milestones**: 9% Scope 1 reduction, 25% Scope 3 reduction, and 10 renewable energy projects.
- **Balance Sheet Strength**: Net debt down 30% YoY, inventory turnover improving to 0.9x.

**【CEO Summary Section】**
- **Q1 Revenue Growth**: 22% year-over-year, driven by 15% D2C comparable sales growth, marking seven consecutive months of positive comps.
- **Product Newness**: Apparel category grew fastest, with bestsellers like the Emerson T-shirt and Beckley Polo. Seasonally relevant assortment expanded, including Snow Goose capsule collection.
- **Marketing Success**: Spring-Summer and Snow Goose campaigns boosted brand heat, with Snow Goose driving earned media engagement and conversion rate improvements.
- **Sustainability Progress**: 9% reduction in Scope 1 emissions, 25% reduction in Scope 3 emissions, and 10 renewable energy projects to match Scope 2 usage.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: $108M total, with D2C at $78M (23% growth), wholesale at $18M (11% growth), and other revenue at $12M (33% growth).
- **Regional Performance**: North America up 27%, APAC up 27% (led by China), EMEA down slightly due to wholesale timing shifts.
- **Gross Margin**: Expanded 170bps to 61.4%, driven by European manufacturing efficiency.
- **SG&A**: $225M total, including $44M one-time arbitration charge and $9M earn-out. Adjusted SG&A grew 16%, improving as a percentage of revenue by 850bps.
- **Balance Sheet**: $542M net debt (down 30% YoY), $440M inventory (down 9% YoY), and 0.9x inventory turnover.

**【Q&A Highlights】**
- **D2C Momentum**: July comps remained strong, with conversion rate improvements across regions.
- **Snow Goose Strategy**: Capsule collection focused on brand heat, with planned drops for fall and winter.
- **China Growth**: APAC D2C comps up double-digit, driven by e-commerce success and store openings (e.g., WF CENTRAL Beijing).
- **SG&A Investment**: Focus on marketing, product creation, and store labor to fuel D2C growth, with disciplined spending on non-revenue-driving expenses.
- **Wholesale Stability**: Order book healthy, with replenishment activity and stable performance post-channel reset.
- **Gross Margin Outlook**: Pricing and mix neutral in Q1, with long-term focus on EBIT margin expansion through revenue growth and cost efficiency.

Canada Goose Holdings Inc. (GOOS) Q1 2026 Earnings Call Transcript

- **Revenue Growth**: Q4 FY25 revenue +7% YoY, DTC comps +7%, North America DTC +17%.
- **Gross Margin Expansion**: 71.3% in Q4 vs. 69.9% FY25, driven by DTC mix and inventory efficiency.
- **Marketing Pivot**: FY26 to increase marketing spend as % of revenue, shifting to upper-funnel brand moments.
- **Product Strategy**: Nearly double product newness, apparel category growing >30% CAGR.
- **Financial Health**: Net debt leverage 1.3x, $189M cash generation FY25.

**【CEO Opening Remarks】**
- Q4 FY25 revenue grew 7% YoY, driven by 12% DTC revenue growth and 7% DTC comparable sales growth.
- North America DTC comps surged 17% in Q4, while EMEA and APAC saw mixed regional performance.
- Key initiatives include brand heat through marketing (e.g., Snow Goose campaign), product expansion (apparel, rainwear), and DTC execution improvements (inventory management, staffing).
- Inventory down 14% YoY, with 6 consecutive quarters of year-over-year decline.

**【CFO Financial Highlights】**
- Q4 GAAP net income: $32M ($0.33 EPS) vs. $19.3M ($0.19 EPS) YoY.
- Gross margin expanded to 71.3% (69.9% FY25), driven by higher DTC mix and lower inventory provisioning.
- Adjusted EBIT: $60M (+49% YoY), margin 15.5% vs. 11.2% YoY.
- FY25 net debt leverage improved to 1.3x from 2.0x, with $189M cash generation.

**【Q&A Key Takeaways】**
- **North America Momentum**: Q4 DTC comps +17% sustained into Q1 FY26, driven by product newness (eyewear, Sea Mantra) and store execution.
- **Marketing Investment**: FY26 marketing spend as % of revenue to increase, focusing on upper-funnel brand building (e.g., Haider Ackermann capsule launches).
- **SG&A Efficiency**: FY25 SG&A as % of revenue +130bps YoY due to DTC underperformance; FY26 focus on disciplined spending in corporate vs. revenue-generating areas.
- **Tariffs Impact**: ~75% of US units exempt under USMCA; minimal direct financial impact, but monitoring macroeconomic implications.
- **Product Newness**: FY26 to nearly double updated styles, with apparel as fastest-growing category (30%+ CAGR).

Canada Goose Holdings Inc. (GOOS) Q4 2025 Earnings Call Transcript

- **Snow Goose Success**: 25% cross-purchase rate with mainline, 30B media impressions, 3-year high US search interest. 
- **Operational Turnaround**: Inventory down 15% YoY, North America DTC comp +3% in Q3, +22% in December. 
- **Financial Resilience**: Gross margin +70bps, net debt down 7%, 1.9x leverage ratio. 
- **China Momentum**: Lunar New Year sales strong, Douyin live shopping shows potential. 
- **Wholesale Restructuring**: 20% FY25 decline target on track, focus on brand-aligned partners.

**【CEO Opening Remarks】**
- Q3 revenue slightly lower YoY at $608M, driven by expected decline in Wholesale. DTC comp sales -6%, but improved in December (+22% North America). 
- Snow Goose capsule launch successful: 25% of Snow Goose buyers also purchased mainline, 2/3 were existing customers. Global media impressions exceeded 30B.
- Operational improvements: North America DTC conversion rates up, EMEA store productivity gains. Inventory down 15% YoY, 5th consecutive quarter of reductions.

**【CFO Financial Highlights】**
- Gross margin expanded 70bps to 74.4% due to pricing strength and reduced provisions. 
- Adjusted EBIT $205.2M (33.8% margin) vs $207.2M (34% margin) last year. 
- Inventory decreased 15% YoY to $1.2B, turns up 16% YoY. 
- Net debt $546M vs $587M last year, leverage ratio 1.9x EBITDA.

**【Q&A Key Takeaways】**
- China performance: Lunar New Year sales strong, Douyin live shopping shows promise. 
- Wholesale channel: 20% FY25 decline target remains, but 230bps SG&A deleverage due to DTC underperformance. 
- Snow Goose impact: 2/3 of purchases from existing customers, 3-year high US search interest. 
- FY26 outlook: Focus on early marketing activation, apparel category growth, and operational efficiency improvements.

Actual											-0.0843	-0.2704	0.0749	0.7928	0.008	-0.3634	0.0946	1.1227	0.032	-0.4348	0.159	0.9369	0.1035	-0.5281	0.1178	1.0337	0.1403	-0.5773	0.037	1.0493	0.2293	-0.6684	-0.1005	1.0412
Forecast											-0.0826	-0.3086	-0.0041	0.6744	-0.095	-0.4327	-0.0751	1.1409	-0.0108	-0.4826	0.0317	1.179	0.0488	-0.6439	-0.1578	1.0262	0.0463	-0.584	-0.0399	1.0724	0.1607	-0.6386	-0.08	1.1993
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-2.06%	+12.38%	+1926.83%	+17.56%	+108.42%	+16.02%	+225.97%	-1.60%	+396.30%	+9.90%	+401.58%	-20.53%	+112.09%	+17.98%	+174.65%	+0.73%	+203.02%	+1.15%	+192.73%	-2.15%	+42.69%	-4.67%	-25.62%	-13.18%

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