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Best Growth Stocks to Buy for July 21st
ZACKS· 2025-07-21 12:00
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today July 21st:Canada Goose (GOOS) This global outerwear brand which designs, manufactures, distributes and retail of premium outerwear for men, women and children, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.3% over the last 60 days. ...
加拿大鹅或被出售 贝恩资本12年投资面临退场
Xin Lang Zheng Quan· 2025-07-16 07:26
Core Viewpoint - The high-end consumer market is experiencing a downturn, prompting Bain Capital, the controlling shareholder of Canada Goose, to consider selling part or all of its stake in the company [1][2][3] Group 1: Bain Capital's Exit - Bain Capital has held Canada Goose's controlling stake since 2013, and its potential exit reflects a long investment cycle that exceeds the typical 5-10 years for private equity funds [2] - The firm has successfully driven Canada Goose's international expansion and its dual listing in 2017, achieving approximately a 7-fold increase in valuation from acquisition to IPO [2][3] - The decision to exit is seen as a strategic move in response to market conditions, with Canada Goose's stock price down over 60% from its 2021 peak, despite a 31.27% increase since the beginning of 2025 [3] Group 2: Canada Goose's Performance - For the fiscal year 2025, Canada Goose reported revenue of $1.3484 billion, a modest increase of 1.1%, and a net profit of $94.8 million, indicating resilience amid a challenging consumer environment [4] - However, revenue growth has sharply declined, with sales growth rates dropping from 21.54% in 2022 to just 1.1% in 2025 [4] - The Chinese market, once a growth driver, showed only a 1% increase in revenue for fiscal 2025, a stark contrast to the 47% growth in the previous year [4] Group 3: Industry Challenges - The luxury goods sector is facing significant cooling, with a projected 3% decline in global organic sales in Q2 2025, worsening from a 1% drop in Q1 [3] - Structural changes in the industry, such as climate change affecting demand for down jackets, are creating additional challenges for Canada Goose [5] - Increased competition from brands like Moncler and local Chinese brands is intensifying market pressures, as these competitors offer similar products at lower prices [6] Group 4: Strategic Responses - Canada Goose is attempting to diversify its product offerings and improve operational efficiency by launching new product lines and acquiring outdoor brands [7] - The company is also focusing on enhancing its retail and e-commerce capabilities, particularly in the Chinese market, following multiple leadership changes [4][7] - Despite these efforts, analysts believe that Canada Goose's strategies may not be sufficient to compete effectively with rivals like Moncler, which has adopted a dual-brand strategy to mitigate cyclical challenges [7] Group 5: Future Implications - Bain Capital's potential exit could catalyze industry consolidation, signaling a shift in private equity's view on high-end functional apparel [8][9] - The future of Canada Goose will depend on its ability to address sustainability demands, digital transformation, and competition from emerging players [9] - The brand must reassess its value proposition in a warming world, questioning the ongoing demand for high-priced winter apparel [9]
Top Stock Picks for Week of July 14, 2025
Canada Goose (GO) Analysis - Zach's ranks Canada Goose as a number one strong buy [1][2] - The stock has doubled since its April lows [2][10] - Market cap is 13 billion [3] - Barclays upgraded the stock to equal weight from underweight, raising the price target from $11 to $14 [9] Taiwan Semiconductor (TSM) Analysis - Taiwan Semiconductor Manufacturing Corporation (TSMC) is the premier foundry for semiconductors and a backbone of the AI economy [15][16] - Analysts expect an earnings and revenue beat from Taiwan Semiconductor [30] - The Zach's EPS consensus for 2025 has risen from $9 to $928, representing 32% annual growth [28] - Marvell projects data center capex will cross $1 trillion in calendar year 2028 [27] - TSMC's first half sales represent a 40% jump over the Jan-June period last year [41]
加拿大鹅要被卖?中国区频繁换帅,曾因虚假宣传被罚
Nan Fang Du Shi Bao· 2025-07-15 11:44
Core Viewpoint - Bain Capital, the controlling shareholder of Canada Goose Holdings Inc., is considering selling part or all of its stake in the company [1] Group 1: Company Performance - Canada Goose's revenue growth has shown a significant slowdown, with projected revenue growth rates of 21.54%, 10.84%, 9.6%, and 1.1% from fiscal year 2022 to 2025 [4] - In fiscal year 2025, Canada Goose reported a revenue increase of 1.1% to CAD 1.348 billion, while net profit surged by 78.3% to CAD 104 million [4] - The Greater China market's revenue grew by 1.0% to CAD 427 million, but this was a significant decline from the 47% growth in fiscal year 2024 [5] Group 2: Market Dynamics - Canada Goose's global store count reached 74, with 30 stores located in 18 cities across Greater China [5] - The competition in the high-end down jacket market in China has intensified, with local brands like Bosideng and international brands like Moncler gaining traction [7] - Moncler has adopted a fashion-oriented transformation strategy and has entered the Chinese market aggressively, including opening a flagship store on Tmall [7] Group 3: Management Changes - Canada Goose has undergone multiple leadership changes in its China operations since 2022, with three different presidents appointed in a short span [5][6] Group 4: Regulatory Issues - Canada Goose faced a fine of RMB 450,000 for false advertising related to its products, which misled consumers about the quality of the down used in its jackets [8][9]
加拿大鹅或被卖?控股股东贝恩资本考虑出售部分或全部股权
Nan Fang Du Shi Bao· 2025-07-14 01:25
Group 1 - Bain Capital, the controlling shareholder of Canada Goose, is considering selling its stake in the company, which it acquired in 2013 and took public in 2017 [2][4] - Canada Goose reported a revenue increase of 1.1% year-on-year to $1.3484 billion and a net profit of $94.8 million for the fiscal year 2025, maintaining growth despite a challenging consumer environment [2][5] - The company has seen significant revenue growth in the Asia-Pacific market, with a 15.2% increase in the fourth quarter and a 7.9% increase in the Greater China region [5][7] Group 2 - Canada Goose's revenue growth rates for the fiscal years 2022, 2023, and 2024 were 21.54%, 10.84%, and 9.6% respectively, indicating a slowdown due to declining global luxury consumption and rising operational costs [7] - The company appointed Celine Xie as the president of its China operations, marking the third change in leadership for this position since 2022, reflecting a commitment to strengthening its local leadership team [7] - Following the news of Bain Capital's potential sale, Canada Goose's stock price rose by 2.13% to $12.93 per share, with a year-to-date increase of 31.27% [9]
Canada Goose Holdings Inc. (GOOS) Soars to 52-Week High, Time to Cash Out?
ZACKS· 2025-07-11 14:16
Core Viewpoint - Canada Goose (GOOS) has shown strong stock performance, with a 17.5% increase over the past month and a 34.2% gain since the start of the year, outperforming the Zacks Retail-Wholesale sector and the Zacks Retail - Apparel and Shoes industry [1] Financial Performance - Canada Goose has consistently beaten earnings estimates, reporting EPS of $0.23 against a consensus estimate of $0.16 in its last earnings report [2] - For the current fiscal year, Canada Goose is expected to post earnings of $0.88 per share on $1 billion in revenues, reflecting a 10% change in EPS and a 2.89% change in revenues [3] - The next fiscal year projections indicate earnings of $1.04 per share on $1.04 billion in revenues, representing year-over-year changes of 18.75% and 4.14%, respectively [3] Valuation Metrics - Canada Goose trades at 15.4X current fiscal year EPS estimates, below the peer industry average of 18X, and has a trailing cash flow multiple of 7.8X compared to the peer group's average of 7.5X [7] - The stock has a PEG ratio of 0.85, positioning it favorably among value investors [7] Zacks Rank and Style Scores - Canada Goose holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, making it a strong candidate for investors [8] - The company has a Value Score of A, a Growth Score of A, and a Momentum Score of D, resulting in a combined VGM Score of A [6] Competitive Landscape - Urban Outfitters, Inc. (URBN) is a notable peer with a Zacks Rank of 1 (Strong Buy) and a Value Score of B, indicating a competitive position within the industry [9] - URBN reported a 43.21% earnings surprise in the last quarter and is expected to post earnings of $4.96 per share on revenue of $6.02 billion for the current fiscal year [10]
Canada Goose (GOOS) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2025-07-10 17:01
Core Viewpoint - Canada Goose (GOOS) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Canada Goose's Earnings Outlook - The upgrade for Canada Goose reflects an improvement in its underlying business, with rising earnings estimates expected to drive the stock price higher [4]. - For the fiscal year ending March 2026, Canada Goose is projected to earn $0.88 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1.7% over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Canada Goose's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for near-term price appreciation [9].
X @Bloomberg
Bloomberg· 2025-07-09 22:02
Canada Goose’s controlling shareholder Bain Capital is considering a sale of its stake in the luxury parka-maker https://t.co/GtVG4YqVTP ...
Canada Goose: The Dust Is Settling - Initiate Buy Rating
Seeking Alpha· 2025-07-07 03:59
Group 1 - The trading history of Canada Goose Holdings Inc. (NYSE: GOOS) since its IPO in 2017 shows a significant decline from all-time highs of approximately $70 set in 2018 [1] - The stock has experienced a dismal performance since reaching its peak, indicating potential challenges for the company [1] Group 2 - The article does not provide specific financial metrics or future projections for Canada Goose Holdings Inc. [1]
Are Retail-Wholesale Stocks Lagging Canada Goose (GOOS) This Year?
ZACKS· 2025-06-25 14:41
Group 1 - Canada Goose is part of the Retail-Wholesale sector, which includes 209 individual stocks and currently holds a Zacks Sector Rank of 10 [2] - Canada Goose has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions, with a 2.9% increase in the consensus estimate for full-year earnings over the past quarter [3] - Year-to-date, Canada Goose has returned approximately 16%, significantly outperforming the average gain of 2.6% for the Retail-Wholesale group [4] Group 2 - Canada Goose belongs to the Retail - Apparel and Shoes industry, which consists of 39 companies and currently ranks 187 in the Zacks Industry Rank, with an average loss of 15.2% for the industry this year [6] - Sportsman's Warehouse, another stock in the Retail-Wholesale sector, has returned 23.8% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][5] - Investors should continue to monitor Canada Goose and Sportsman's Warehouse for their strong performance in the Retail-Wholesale sector [7]