Canada Goose Holdings . Subordinate Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | $0.290 |
| EPS actual | $0.270 |
| EPS Surprise | -6.90% |
| Revenue estimate | 295.793M |
| Revenue actual | 325.886M |
| Revenue Surprise | 10.17% |
| Release date | Feb 05, 2026 |
| EPS estimate | $1.14 |
| EPS actual | $1.03 |
| EPS Surprise | -9.65% |
| Revenue estimate | 479.921M |
| Revenue actual | 505.735M |
| Revenue Surprise | 5.38% |
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.100 |
| EPS Surprise | -150.00% |
| Revenue estimate | 649.041M |
| Revenue actual | 195.86M |
| Revenue Surprise | -69.82% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.620 |
| EPS actual | -$0.660 |
| EPS Surprise | -6.45% |
| Revenue estimate | 67.251M |
| Revenue actual | 79.123M |
| Revenue Surprise | 17.65% |
Last 4 Quarters for Canada Goose Holdings . Subordinate
Below you can see how GOOS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $10.95 |
| EPS estimate | -$0.620 |
| EPS actual | -$0.660 |
| EPS surprise | -6.45% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $14.34 |
| Jul 28, 2025 | $13.70 |
| Jul 29, 2025 | $13.05 |
| Jul 30, 2025 | $12.75 |
| Jul 31, 2025 | $10.95 |
| Aug 01, 2025 | $11.27 |
| Aug 04, 2025 | $11.42 |
| Aug 05, 2025 | $11.34 |
| Aug 06, 2025 | $11.30 |
| 4 days before | -23.64% |
| 4 days after | 3.20% |
| On release day | 2.92% |
| Change in period | -21.20% |
| Release date | Nov 06, 2025 |
| Price on release | $12.21 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.100 |
| EPS surprise | -150.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $13.93 |
| Nov 03, 2025 | $14.13 |
| Nov 04, 2025 | $13.72 |
| Nov 05, 2025 | $14.15 |
| Nov 06, 2025 | $12.21 |
| Nov 07, 2025 | $12.59 |
| Nov 10, 2025 | $13.00 |
| Nov 11, 2025 | $13.07 |
| Nov 12, 2025 | $13.41 |
| 4 days before | -12.35% |
| 4 days after | 9.83% |
| On release day | 3.11% |
| Change in period | -3.73% |
| Release date | Feb 05, 2026 |
| Price on release | $10.65 |
| EPS estimate | $1.14 |
| EPS actual | $1.03 |
| EPS surprise | -9.65% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $12.16 |
| Feb 02, 2026 | $12.63 |
| Feb 03, 2026 | $12.68 |
| Feb 04, 2026 | $13.22 |
| Feb 05, 2026 | $10.65 |
| Feb 06, 2026 | $11.24 |
| Feb 09, 2026 | $11.90 |
| Feb 10, 2026 | $11.96 |
| Feb 11, 2026 | $11.84 |
| 4 days before | -12.42% |
| 4 days after | 11.17% |
| On release day | 5.54% |
| Change in period | -2.63% |
| Release date | May 14, 2026 |
| Price on release | $9.89 |
| EPS estimate | $0.290 |
| EPS actual | $0.270 |
| EPS surprise | -6.90% |
| Date | Price |
|---|---|
| May 08, 2026 | $11.92 |
| May 11, 2026 | $11.11 |
| May 12, 2026 | $10.95 |
| May 13, 2026 | $10.68 |
| May 14, 2026 | $9.89 |
| May 15, 2026 | $9.57 |
| May 18, 2026 | $9.50 |
| May 19, 2026 | $9.32 |
| May 20, 2026 | $9.61 |
| 4 days before | -17.03% |
| 4 days after | -2.83% |
| On release day | -3.24% |
| Change in period | -19.38% |
Canada Goose Holdings . Subordinate Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong start to FY26: Q1 revenue CA$108M, up 22% year-over-year (constant currency). Consolidated D2C comparable sales +15%, marking sustained positive momentum (seventh consecutive month of positive comps).
- Channel & regional performance: D2C drove the quarter (D2C revenue +23% to CA$78M). North America and Mainland China were notable outperformers; APAC (led by China) +27%. EMEA saw a slight YoY revenue decline driven by planned wholesale timing shifts and continued weakness in the U.K.
- Product, marketing and execution: Management attributes the acceleration to more seasonally relevant newness (apparel was the fastest-growing category), bold marketing (Spring–Summer and Snow Goose campaigns) and improved in-store/digital execution (conversion up across regions).
- Snow Goose positioning: Treated as a brand-heat, halo-driving capsule (avant-garde, limited drops) rather than the primary commercial engine; contributes to halo lift and follower/earned media growth.
- Profitability & costs: Gross margin expanded 170 bps to 61.4%, helped by benefits from their European knitting facility. Reported SG&A increased 50% due to one-time items (~CA$44M arbitration charge and ~CA$9M earn-out); underlying adjusted SG&A up ~16% as the company invests in marketing, product and store labor. Adjusted EBIT remained negative (loss CA$106M) and adjusted net loss CA$88M (CA$0.91/share).
- Balance sheet & inventory: Inventory down 9% YoY to CA$440M (seventh consecutive quarter of declines); net debt improved to CA$542M from CA$766M a year ago, net-debt leverage ~1.8x adjusted EBITDA (vs 2.8x prior year). CapEx elevated for store openings/renovations.
- Strategy and outlook: Management emphasizes four operating priorities (product newness, brand marketing, channel execution, operating efficiency). They are deliberately investing behind revenue-driving activities while monitoring macro/trade risks (potential U.S. tariffs on Canadian goods) and will remain prudent on full-year outlook.
- Risks and caveats: Q1 is a small quarter and can be noisy; one-time charges materially impacted SG&A; continued macro/trade uncertainty (esp. Canada–U.S. dynamics and U.K. consumer weakness) could affect results. Management is not providing full-year guidance and is exercising caution while iterating investments in real time.
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