Canada Goose加拿大鹅2026财年第二季度全球营收同比增长1.8%

Core Insights - Canada Goose reported a 1.8% year-over-year increase in global revenue for Q2 of fiscal year 2026, driven primarily by a 21.8% increase in Direct-to-Consumer (DTC) channel revenue, supported by comparable sales growth, new store openings, and improved conversion rates [1] - The North American and mainland China markets emerged as key growth drivers, with the Asia-Pacific market seeing a 20% revenue increase, aided by both DTC and group purchasing channels, particularly through e-commerce platforms like Douyin [1] Group 1: Financial Performance - Global revenue increased by 1.8% year-over-year [1] - DTC channel revenue grew by 21.8%, with comparable sales up 10.2%, marking three consecutive quarters of positive growth [1] - Asia-Pacific market revenue rose by 20%, with strong contributions from DTC and group purchasing channels [1] Group 2: Strategic Initiatives - The company is focusing on four core strategic directions, including product category expansion with the launch of the 2025 Fall/Winter collection [2] - Retail operations are being optimized through strategic expansion, increasing the number of global stores to 77, with a flagship store relocation to the Champs-Élysées in Paris [2] - Inventory levels decreased by 3% year-over-year, reflecting improved demand and inventory management [2] Group 3: Organizational Changes and Capital Management - Stephen Gunn retired from the board and audit committee, with Belinda Wong appointed as the new audit committee financial expert [2] - The company plans to terminate its current Normal Course Issuer Bid (NCIB) early on November 9, 2025, and initiate a new NCIB effective November 10, 2025, lasting until November 9, 2026 [2]