Core Viewpoint - Kessler Investment Group has increased its stake in Canada Goose Holdings, indicating confidence in the luxury outerwear market despite recent stock price fluctuations [2][7]. Company Overview - Canada Goose Holdings designs and markets luxury outerwear and apparel, targeting affluent consumers globally through direct and wholesale channels [1][6]. - The company reported a total revenue of $1.04 billion and a net income of $15.01 million for the trailing twelve months (TTM) [5]. Recent Transactions - Kessler Investment Group acquired an additional 379,516 shares of Canada Goose, valued at approximately $5.05 million, increasing its position to 3.7% of its reportable assets under management [2][3]. - This purchase has made Canada Goose the tenth-largest holding in Kessler's portfolio [7]. Stock Performance - As of February 6, 2026, Canada Goose shares were priced at $11.24, reflecting a 14.7% increase over the past year, slightly outperforming the S&P 500 [4][5]. - Following the recent Q3 earnings report, the stock experienced a decline of over 10%, despite a 14% growth in total sales and a 20% increase in North American revenue [10]. Market Position and Strategy - Canada Goose offers a range of performance luxury apparel, including parkas and lightweight jackets, and generates revenue through both direct-to-consumer sales and wholesale distribution [9]. - The company has seen consistent growth in direct-to-consumer sales, marking its fourth consecutive quarter of such growth [10]. Valuation Insights - The stock is currently trading at a valuation of 1.1 times sales and 9 times free cash flow, which is considered attractive for a luxury brand [11]. - The company’s new product categories have seen sales double year over year, indicating strong consumer interest beyond traditional offerings [11].

By region, Bowden reported that North America revenue grew 20% , with comparable sales up in the high single digits, supported by strong traffic and improved conversion in both Canada and the U.S. He attributed improved retail execution to staffing investments and better inventory positioning, while e-commerce also contributed to positive D2C performance.D2C revenue rose 13%, supported by double-digit growth in North America and Asia Pacific. Comparable sales increased 6%, marking the fourth consecutive qua ...

Mid last year, I initiated coverage on Canada Goose Holdings Inc. ( GOOS ). In that analysis , I saw signs of a turnaround as the company's shift to direct-to-consumer sales looked successful. They reported theirI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, ...

据Canada Goose加拿大鹅截至2025年12月28日的2026财年第三季度财报，本季度全域营收实现稳健增 长，精益运营效能持续提升。 数据显示，第三季度总营收同比增长14.2%；直营（DTC）渠道营收同比增长14.1%，其可比销售额同 比增长6.3%，连续四个季度实现正增长。 区域表现方面，亚太市场营收同比增长11.5%，北美市场及中国大陆市场表现突出，推动两大区域实现 同比双位数增长，其中中国大陆市场为亚太地区主要增长引擎，品牌同期在中国新开设两家专门店。此 外，本季度品牌全球专门店总数增至81家，库存水平同比基本持平。 （Canada Goose加拿大鹅） ...

ATLANTA, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Canada Goose Holdings Inc. (“Canada Goose” or the “Company”) (NYSE: GOOS) complied with federal securities laws. On February 5, 2026, Canada Goose reported its third quarter fiscal 2026 results. Canada Goose stated, among other things, that “Margins this quarter reflected deliberate choices we made to expand product relevance and fuel brand momentum.” Following this news, the price of the Company’s stock dropped. If you ...

记者丨刘雪莹 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 闪迪 | 616.000 | 5.38% | | 博通(BROADCOM) | 323.170 | 4.91% | | 泰瑞达(TERADYNE) | 279.565 | 3.90% | | 英特尔(INTEL) | 50.080 | 3.05% | | 台积电 | 332.161 | 1.97% | | 科天半导体(KLA) | 1331.395 | 1.85% | | 阿斯麦 | 1362.970 | 1.78% | | ARM | 106.700 | 1.72% | 谷歌一度跌逾6%，目前跌幅收窄。谷歌母公司Alphabet一度跌7.5%，创5月7日以来最大盘中跌幅。亚 马逊盘初跌超3%，该股今日盘后将公布财报。 美股加密货币概念股走低，Strategy跌超7%，Coinbase跌超4%，Circle跌超2%。加密货币市场持续重 挫，比特币向下跌破68000美元。截至发稿，近24小时内，全球加密货币市场超21.5万人被爆仓。 美股部分消费股因业绩不及预期而重挫，雅诗兰黛下跌19%，羽绒服巨头加拿大鹅跌超15 ...

Canada Goose (NYSE:GOOS) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAna Raman - VP of Investor RelationsBeth Clymer - President and COOBrooke Roach - Managing Director of Equity ResearchCarrie Baker - President of Brand and CommercialDani Reiss - Chairman and CEONeil Bowden - CFOOliver Chen - Managing Director of Retail, Luxury, New Platforms Sector HeadSuraj Malhotra - Equity Research AssociateConference Call ParticipantsJonathan Komp - Senior Research AnalystOperatorLadies and ...

Canada Goose (NYSE:GOOS) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAna Raman - VP of Investor RelationsBeth Clymer - President and COOBrooke Roach - Managing Director of Equity ResearchCarrie Baker - President of Brand and CommercialDani Reiss - Chairman and CEONeil Bowden - CFOOliver Chen - Managing Director of Retail, Luxury, New Platforms Sector HeadSuraj Malhotra - Equity Research AssociateConference Call ParticipantsJonathan Komp - Senior Research AnalystOperatorLadies and ...

Canada Goose (NYSE:GOOS) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Speaker8Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome you to the Canada Goose third quarter fiscal year 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question, please press st ...

分组1 - Canada Goose reported quarterly earnings of $1.03 per share, missing the Zacks Consensus Estimate of $1.14 per share, and showing a decrease from $1.1 per share a year ago, resulting in an earnings surprise of -9.65% [1] - The company posted revenues of $498.19 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.58%, and an increase from year-ago revenues of $443.69 million [2] - Canada Goose shares have increased by approximately 2.1% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] 分组2 - The earnings outlook for Canada Goose is uncertain, with current consensus EPS estimates at $0.28 on $289.15 million in revenues for the coming quarter and $0.65 on $1.05 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank for Retail - Apparel and Shoes is currently in the top 16% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The estimate revisions trend for Canada Goose was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]