Core Insights - Bragar Eagel & Squire, P.C. is investigating potential claims against Canada Goose Holdings Inc. for possible violations of federal securities laws and unlawful business practices [1][2] Group 1: Company Performance - On February 5, 2026, Canada Goose reported its third quarter fiscal 2026 results, indicating that margins reflected deliberate choices to expand product relevance and fuel brand momentum [2] - Following the announcement, Canada Goose's share price fell by $2.57, approximately 19.4%, from $13.22 on February 4, 2026, to close at $10.65 on February 5, 2026 [2] Group 2: Legal Actions - Investors who purchased or acquired Canada Goose shares and suffered losses are encouraged to contact Bragar Eagel & Squire for discussions regarding their legal rights [1][3] - The law firm offers no cost or obligation for investors seeking to learn more about potential claims [3] Group 3: Firm Background - Bragar Eagel & Squire, P.C. is a nationally recognized law firm with a focus on representing individual and institutional investors in various types of litigation, including securities and consumer protection [4]

Group 1 - The current market is experiencing a bearish correction, affecting a wide range of companies, particularly in the tech sector and those providing enterprise services [1] - There are concerns that agentic AI may disrupt traditional expertise in these sectors, leading to a loss of clients [1] - Gary Alexander, an analyst with extensive experience in technology and startups, has been actively contributing insights on these industry trends since 2017 [1]

Core Insights - Canada Goose Holdings Inc. will participate in the 47th Raymond James Institutional Investor Conference on March 2, 2026, with a fireside chat presentation scheduled for 4 PM ET [1] - The company has appointed Patrick Bourke as President, North America, effective February 5, 2026, to enhance brand momentum and consumer connections [1] - Canada Goose reported strong financial results for the third quarter of fiscal 2026, highlighting broad-based revenue growth and momentum across key regions and channels [1] Company Participation - Canada Goose will host a fireside chat presentation at the Raymond James Institutional Investor Conference, which will be webcast live on their investor relations website [1] - The archived webcast will be available after the presentation [1] Leadership Changes - Patrick Bourke's appointment as President, North America, aims to strengthen retail and wholesale execution and deepen consumer connections [1] Financial Performance - The third quarter results for fiscal 2026, ending December 28, 2025, reflect the strength of the global brand and revenue growth across various regions and channels [1]

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].

Investment Rating - The report does not explicitly provide an investment rating for the apparel industry Core Insights - The luxury jewelry market is seeing a rise in interest from high-net-worth individuals towards traditional gold jewelry, which has significantly higher sales per store compared to established luxury brands like Cartier and Van Cleef & Arpels, achieving a gross margin of 40% [1] - The second-hand luxury market and emerging local brands are putting pressure on affordable luxury brands, which are experiencing declining sales, although some brands like Coach and Ralph Lauren are showing signs of recovery through product innovation and marketing adjustments [4] - The domestic sportswear market is undergoing a transformation with local brands capturing 60% of the global market share, led by Anta and Li Ning, which are focusing on technological advancements and channel optimization to build competitive barriers [4] - The demand for affordable down jackets is surging among middle-class consumers, leading to a decline in sales for high-end brands, which are struggling with high pricing and quality concerns [5][7] - The outdoor gear market is evolving with the popularity of trail running, leading to increased interest in trail backpacks, which are expected to see significant market growth by 2030 [8] Industry Environment - The luxury jewelry market is being disrupted by traditional gold jewelry brands that are attracting high-net-worth consumers, leading to a shift in customer traffic away from established luxury brands [1] - The affordable luxury segment is facing challenges due to tightening consumer spending, with brands like Michael Kors and Coach reporting significant revenue declines in Asia, although some are beginning to recover [4] - The domestic sportswear market is witnessing a major shift with local brands like Anta and Li Ning leading in revenue and brand value, while international brands are experiencing slower growth [4] - The affordable down jacket market is thriving as consumers prioritize value, leading to a stark contrast in sales performance between high-end and budget brands [5][7] - The trail running trend is driving demand for specialized outdoor gear, particularly trail backpacks, which are becoming essential for outdoor enthusiasts [8] Top Brand News - Pop Mart's Labubu toy line experienced a significant market crash after initial success, highlighting the volatility of collectible markets [10] - Li Ning showcased its Honor Gold Label series at Milan Fashion Week, emphasizing a blend of high-quality design and sports technology [11] - Deckers Brands announced the closure of two niche brands to focus on more profitable core brands like Hoka and UGG [14] - Aokang held an AI fashion show to innovate marketing strategies in the footwear industry, showcasing a digital transformation approach [16]

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, ...

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 ...

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] - 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 by 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 shipment timing and incremental in-season demand [12][16] - 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] - In Asia Pacific, revenue increased by 12%, led by strong D2C performance and high single-digit comp growth [18] - EMEA revenue declined by 3% year-over-year, primarily due to softness in the U.K. consumer environment [18] Company Strategy and Development Direction - The company is focused on expanding product relevance and strengthening brand equity through strategic investments [4] - Marketing investments in Q3 delivered a clear commercial impact, increasing visibility and cultural relevance [8] - The company plans to continue brand investments and improve marketing efficiency while tightening media mix for scalable impact [10][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to margin expansion in fiscal 2027, emphasizing the importance of sustainable profitability [6][24] - The company is taking decisive steps to realign its cost base and improve operational efficiency [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] - Inventory management has improved, with inventory of CAD 409 million remaining relatively flat year-over-year despite strong sales growth [23] Q&A Session Summary Question: D2C traffic and conversion trends - 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: New product relevance and assortment - Management expressed satisfaction with the current product assortment, highlighting that newness in lighter weight categories has outperformed heavyweight down products [40][41] Question: Operating margin initiatives and future guidance - Management discussed the journey towards margin improvement, emphasizing the need to leverage positive comps and brand strength to drive meaningful margin enhancement [46][48]

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]

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 [15][16] - 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 [20][21] - 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 [21] 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][15] - Wholesale revenue increased by 14% in Q3, supported by elevated brand positioning and well-managed inventory levels [15][16] - Revenue from new product offerings doubled year-over-year, indicating strong consumer response to new styles and fabrications [6][39] Market Data and Key Metrics Changes - In North America, revenue grew by 20%, with comparable sales increasing in the high single digits [16] - In Asia Pacific, revenue increased by 12%, led by strong D2C performance, particularly in Mainland China [16][17] - EMEA revenue declined by 3% year-over-year, primarily due to lower tourist traffic in the UK, despite better performance in Continental Europe [17] Company Strategy and Development Direction - The company is focused on expanding product relevance and enhancing year-round offerings, which contributed to positive sales growth [4][6] - Marketing investments are aimed at building brand heat and driving traffic, with a focus on upper funnel investments to enhance visibility [8][9] - The company plans to optimize its retail network and continue opening new stores while reviewing its entire network for efficiency [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to margin expansion in fiscal 2027, emphasizing the importance of sustainable profitability [5][23] - The company is taking decisive steps to realign its cost base and improve operational efficiency, particularly in store labor management [23][24] - There is optimism regarding continued strong performance in January, with expectations for momentum to carry into the Lunar New Year shopping period [26] Other Important Information - Inventory levels remained flat year-over-year at CAD 409 million, reflecting strong demand and improved inventory management [22] - Net debt decreased to CAD 413 million from CAD 546 million in the previous year, indicating disciplined working capital management [22] 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 [31][32] Question: Level of newness in stores and future assortment plans - The company is satisfied with the current assortment, emphasizing the importance of newness in driving consumer interest and maintaining a balance between core and new products [39][40] Question: Margin initiatives and future guidance - Management discussed the journey towards margin improvement, highlighting the need for continued focus on operational efficiency and the impact of previous investments on future growth [44][46]