战略推进 经济观察网基于最新公开信息，加拿大鹅(股票代码：GOOS)在2026年2月附近有以下值得关注的事件和 动态： 业绩经营情况 根据2026年2月12日发布的2026财年第三季度(截至2025年12月28日)财报，加拿大鹅全球营收同比增长 14.2%至6.945亿加元，毛利率达74.0%，大中华区收入增长13.1%，直营(DTC)渠道营收同比增长 14.1%。该业绩反映了公司在假日季的强劲表现，尤其是中国市场通过抖音和天猫等电商渠道推动增 长。 财报显示，该季度新开设三家门店，包括中国的济南万象城和郑州大卫城门店，全球门店总数增至81 家。线下渠道的扩张旨在提升品牌曝光度和消费者体验。 资金动向 公司于2025年11月启动的新常规发行人投标(NCIB)计划有效期至2026年11月9日，涉及股份回购等资本 管理举措。 以上内容基于公开资料整理，不构成投资建议。 公司持续推行"去羽绒化"策略，拓展四季产品线，非羽绒新品吸引更广泛客户群，以降低对羽绒服品类 的依赖。同时，品牌通过高端化布局提升吸引力，如米兰门店升级和全球营销活动整合。 公司业务状况 ...

中国内地市场成增长引擎。报告期内，加拿大鹅品牌持续优化零售布局，并在中国新开设两家专门店。 依托强劲的消费需求，抖音及天猫电商业务也实现了稳健增长。 通过拓展品类矩阵，增强品牌的四季适宜性。加拿大鹅方面指出，通过持续拓展的品类矩阵，吸引了更 广泛的消费群体，羽绒与非羽绒新品驱动消费者互动热度攀升，推动销量加速增长。报告期内，加拿大 鹅推出2025秋冬系列及Snow Goose by CanadaGoose 2025秋冬胶囊系列，推动复购率提升。 此外，门店扩张增强零售业务。目前，加拿大鹅强化关键市场零售布局，全球专门店总数增至81家。线 上体验持续升级，商品发现路径、页面导览、更新速度及品牌叙事均实现优化，多区域用户参与度显著 提升，退货率亦有效降低。库存水平同比基本持平，得益于强劲的市场需求与库存管理的精准把控。 北京商报讯（记者 刘卓澜）2月9日，Canada Goose加拿大鹅公布截至2025年12月28日的 2026 财年第三 季度财报显示，加拿大鹅第三季度总营收同比增长14.2%，直营渠道营收同比增长14.1%，直营渠道可 比销售额同比增长6.3%，连续四个季度实现正增长，北美市场及中国内地市场表现 ...

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 ...

Financial Data and Key Metrics Changes - Revenue for Q3 increased by 13% year-over-year to CAD 695 million, driven by strong growth in both D2C and wholesale channels in North America and Asia Pacific [16][17] - Adjusted EBIT for Q3 was CAD 204 million, translating to an adjusted EBIT margin of 29.3%, which is 450 basis points lower than the previous year [22] - Adjusted net income attributable to shareholders was CAD 142 million, or CAD 1.43 per diluted share, compared to CAD 148 million or CAD 1.51 per diluted share last year [22] Business Line Data and Key Metrics Changes - Direct-to-consumer (D2C) revenue grew 13% in Q3, with comparable sales up 6%, marking the fourth consecutive quarter of positive comps [10][16] - Wholesale revenue increased by 14% in Q3, supported by elevated brand positioning and healthier demand for the year-round assortment [16][12] - Revenue from other channels was CAD 15 million, roughly flat compared to CAD 14 million a year ago [16] Market Data and Key Metrics Changes - In North America, revenue grew by 20%, with comparable sales increasing in the high single digits [17] - Asia Pacific revenue increased by 12%, led by strong D2C performance and high single-digit comp growth, particularly in Mainland China [18] - EMEA revenue declined by 3% year-over-year, primarily due to lower tourist traffic in the UK, despite healthier trends in other European locations [18] Company Strategy and Development Direction - The company is focused on expanding product relevance and strengthening brand equity through strategic investments [4][6] - Marketing investments are aimed at building brand heat and driving higher quality traffic across retail and digital channels [8][9] - The company plans to continue optimizing its retail network and improve marketing efficiency to support margin expansion in fiscal 2027 [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to margin expansion and emphasized the importance of sustainable profitability as a top priority [6][14] - The company is taking decisive steps to realign its cost base and improve operational efficiency [23][24] - January performance remains strong, with expectations for continued momentum into the Lunar New Year shopping period [28] Other Important Information - The company has made progress in reducing corporate overhead costs and is embedding greater operating discipline across the organization [14][23] - Inventory management has improved, with inventory levels remaining flat year-over-year despite strong sales growth [23] Q&A Session Summary Question: DTC progress and traffic relative to conversion - Management noted that global store conversions have trended higher for four consecutive quarters, led by APAC and North America, with strong traffic driven by marketing investments [32][33] Question: Level of newness in stores and future plans - Management expressed satisfaction with the current assortment, highlighting that newness in lighter weight categories has outperformed heavyweight down products [40][41] Question: Contribution to operating margin and maintaining top-line momentum - Management discussed the importance of previous investments in marketing and store labor, which are expected to yield long-term benefits while maintaining top-line growth [55][56]