Canada Goose(GOOS) - 2026 Q2 - Earnings Call Presentation
Canada GooseCanada Goose(US:GOOS)2025-11-06 13:30

Financial Performance - Revenue increased by 2% year-over-year to $272.6 million, but decreased by 1% on a constant currency basis[31] - Gross profit increased to $170.1 million, with a gross margin of 62.4%, up 110 basis points year-over-year[47, 48] - The company reported a net loss attributable to shareholders of $15.2 million, compared to a net income of $5.4 million in the same quarter last year[47] - Adjusted EBIT was a loss of $14.2 million, compared to a profit of $2.5 million in the prior year[47] Channel Performance - DTC revenue increased by 22% year-over-year (21% in constant currency) to $126.6 million[32, 39] - DTC comparable sales growth was 10% year-over-year, marking ten consecutive months of positive comps[27, 32, 39] - Wholesale revenue decreased by 1% year-over-year (5% in constant currency) to $135.9 million[34, 39] - Other revenue decreased significantly by 62% year-over-year (63% in constant currency) to $10.1 million, due to fewer events and employee sales[32, 34, 37] Geographic Performance - Asia Pacific revenue increased by 20% year-over-year (20% in constant currency) to $79.3 million[41, 46] - North America revenue decreased by 7% year-over-year (8% in constant currency) to $112.1 million[41, 46] - EMEA revenue increased by 1% year-over-year (-7% in constant currency) to $81.2 million[41, 43] Balance Sheet - Inventory levels decreased by 3% year-over-year[50, 51] - Net debt decreased year-over-year to $707.1 million[50, 51]