告别“冬季依赖” 加拿大鹅Q2全球稳进

Core Insights - Canada Goose reported a 1.8% year-over-year increase in global revenue and a significant 21.8% growth in direct-to-consumer (DTC) channel revenue for Q2 of fiscal year 2026, indicating effective global market strategies and brand positioning [1][10] - The CEO emphasized that the company's strategic initiatives are yielding expected results, showcasing a focus on channel concentration, product innovation, and global collaboration [1][10] Group 1: DTC Channel and Market Performance - The DTC channel is identified as the main driver of revenue growth, with comparable sales increasing by 10.2% year-over-year, reflecting the effectiveness of refined retail operations [2][3] - The company has strategically enhanced its physical stores, such as the flagship store in Beijing and the artistic space on the Champs-Élysées in Paris, transforming them into experiential hubs that embody the brand's philosophy [3][4] - Online sales have surged, particularly in the Asia-Pacific region, driven by targeted strategies on platforms like Douyin, which effectively engage younger consumers [4][5] Group 2: Regional Market Strategies - North America remains a stable market, while China has emerged as a growth leader, with DTC channel performance significantly boosting overall sales in the Asia-Pacific region, which saw a 20% year-over-year increase [5] - The European market is undergoing strategic upgrades, with a newly renovated store in Paris reflecting the brand's commitment to the high-end market [5] Group 3: Product Innovation and Seasonal Strategy - Product innovation is central to the brand's growth, with the 2025 fall/winter collection showcasing modern reinterpretations of classic items, leading to a doubling of revenue share from new products [6][7] - The brand is expanding its product offerings to include all-season items, such as the Snow Goose by Canada Goose spring/summer capsule collection, which aims to redefine summer apparel [7] Group 4: Operational Efficiency and Brand Influence - The company has achieved a 3% year-over-year reduction in inventory levels, marking eight consecutive quarters of decline, attributed to effective inventory management and data-driven supply chain adjustments [8] - Brand influence is being amplified through strategic partnerships and ambassador appointments, enhancing the brand's appeal among target demographics, particularly in the Asia-Pacific region [9][10]