Canada Goose (NYSE:GOOS) Announces Quarterly Earnings Results

Canada Goose (NYSE:GOOS) posted its quarterly earnings results on Thursday. The company reported ($0.64) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.70) by $0.06, Zacks reports. The company had revenue of $83.71 million for the quarter, compared to the consensus estimate of $76.34 million. Canada Goose had a net margin of 1.42% and a return on equity of 14.60%. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period last year, the company posted $0.91 EPS.

Here are the key takeaways from Canada Goose’s conference call:

• Q1 profitability improved significantly, with adjusted EBIT margin expanding more than 10 percentage points year over year to negative 87%, supported by gross-margin expansion, channel mix, and cost discipline.
• Revenue increased 9% to CAD 119 million, led by strong demand for apparel, rainwear, and windwear; these newer spring/summer categories represented nearly 40% of revenue while down-filled outerwear also grew.
• Wholesale revenue surged 65%, benefiting from a strong order book, reorders, and favorable shipment timing, while management said the spring-summer 2027 order book remains strong. E-commerce also posted double-digit growth across regions.
• Store traffic remained soft, particularly in the U.S. and EMEA, contributing to a 3% decline in D2C comparable sales; management expects first-half margins to face modest pressure from higher marketing spending and logistics and e-commerce investments.
• Potential U.S. tariffs could reduce fiscal 2027 operating margin by less than 200 basis points if implemented as proposed and without mitigation, although the company said it is evaluating actions to limit the impact.

Canada Goose Stock Down 3.1%

Shares of Canada Goose stock traded down $0.28 during trading on Friday, reaching $8.97. 672,399 shares of the company traded hands, compared to its average volume of 635,458. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.63 and a quick ratio of 1.58. Canada Goose has a 1-year low of $8.75 and a 1-year high of $15.40. The company has a 50 day moving average price of $9.66 and a 200-day moving average price of $10.90. The firm has a market capitalization of $871.83 million, a PE ratio of 69.04 and a beta of 1.61.

Hedge Funds Weigh In On Canada Goose

Several institutional investors have recently made changes to their positions in the stock. Virtu Financial LLC acquired a new stake in shares of Canada Goose in the 4th quarter valued at about $248,000. State of Tennessee Department of Treasury acquired a new stake in Canada Goose in the 4th quarter valued at $194,000. Invesco Ltd. raised its holdings in Canada Goose by 7.2% during the second quarter. Invesco Ltd. now owns 15,124 shares of the company’s stock worth $169,000 after buying an additional 1,012 shares during the last quarter. Squarepoint Ops LLC bought a new position in shares of Canada Goose in the fourth quarter valued at $161,000. Finally, Mariner LLC acquired a new position in shares of Canada Goose during the fourth quarter valued at about $160,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. TD Cowen raised their price target on shares of Canada Goose from $13.00 to $18.00 and gave the company a “buy” rating in a research note on Friday. Barclays cut their price objective on Canada Goose from $10.00 to $9.00 and set an “underweight” rating on the stock in a research note on Friday, May 15th. Zacks Research upgraded shares of Canada Goose from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 21st. Evercore set a $10.00 price objective on shares of Canada Goose in a research note on Friday, May 15th. Finally, Wall Street Zen downgraded shares of Canada Goose from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Canada Goose has an average rating of “Hold” and an average target price of $12.48.

Canada Goose News Summary

Here are the key news stories impacting Canada Goose this week:

• Positive Sentiment: TD Cowen upgraded its outlook: The firm raised its price target from $13 to $18 and assigned a “Buy” rating, implying substantial upside from recent levels. This provides a positive signal about the brand’s recovery and long-term growth prospects. Benzinga
• Positive Sentiment: Revenue exceeded expectations: Fiscal first-quarter revenue rose 10.3% year over year to C$83.71 million, ahead of the approximately C$76.34 million analyst consensus. Management said customer engagement is expanding across more seasons and product categories as Canada Goose develops into a year-round luxury brand. Canada Goose Reports First Quarter Fiscal 2027 Results
• Positive Sentiment: Shares were highlighted as a value opportunity: Zacks included GOOS among value stocks that could benefit as the Federal Reserve holds interest rates steady, although broader geopolitical risks are weighing on market sentiment. Zacks value stocks article
• Neutral Sentiment: Quarterly loss was mixed: Canada Goose reported a loss of C$0.64 per share. That was better than the MarketBeat consensus estimate of a C$0.70 loss, but slightly below the Zacks estimate of a C$0.63 loss. The result also compares with C$0.91 of EPS in the prior-year quarter, highlighting ongoing profitability pressure.
• Negative Sentiment: Profitability remains the main concern: Despite higher revenue, the company continues to report a seasonal loss, while its valuation remains demanding at roughly 69 times earnings. The stock is also below its 50-day and 200-day moving averages, suggesting cautious investor sentiment until earnings growth improves.

About Canada Goose

Canada Goose Holdings Inc, traded on the NYSE under the symbol GOOS, is a Canadian design and manufacturing company specializing in premium outerwear. The firm is best known for its down-filled jackets and parkas, engineered to deliver high performance in extreme cold weather. Over time, Canada Goose has expanded its product range to include knitwear, fleece, footwear, and accessories, all designed with an emphasis on technical innovation, quality craftsmanship, and functional style.

Founded in 1957 as Metro Sportswear Ltd.