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Consumer Durables Canadian Investing Ideas
Canada Goose Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Snow Goose Capsule Launch Will Attract New Customers And Increase Brand Heat
Key Takeaways Strategic shift to direct-to-consumer sales and inventory management efforts bolster profit margins and operational efficiency, supporting long-term revenue growth. Expansion into eyewear and lighter apparel increases market reach, enhancing brand relevance and attracting a broader customer base year-round.
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CA$15.91
FV
23.7% overvalued
intrinsic discount
3.27%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
10
users have followed this narrative
2 days ago
author updated this narrative
Gildan Activewear
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Bangladesh And Central America Facilities Will Advance Manufacturing Efficiency
Key Takeaways Gildan's innovation in product offerings and manufacturing expansion is driving market share gains and improving net margins. Focus on sustainability and robust cash flow, coupled with share buybacks, enhances shareholder value and earnings growth.
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CA$76.62
FV
6.6% undervalued
intrinsic discount
4.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
2 days ago
author updated this narrative
Spin Master
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Melissa & Doug And New Digital Platforms Will Expand Future Opportunities
Key Takeaways Strategic acquisitions and alliances expand preschool presence, improve cost efficiencies, and boost net margins through synergies and educational reach. Innovative product launches, digital expansion, and entertainment initiatives enhance revenue streams and support long-term growth.
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CA$33.15
FV
23.0% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
BRP
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Lean Savings And New Products Will Unlock Future Powersports Potential
Key Takeaways Strategic inventory reduction and new product launches position BRP to align volumes and capture consumer interest, driving revenue growth. Operational efficiency gains and a focus on core segments enhance profitability and market leadership potential, supporting earnings growth.
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CA$69.56
FV
1.7% undervalued
intrinsic discount
3.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Spin Master
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Expansion And Urbanization Will Unlock Robust Market Opportunity
Key Takeaways Supply chain diversification and strong balance sheet empower Spin Master to outpace peers in margin expansion, M&A, and resilience to economic shocks. Accelerating digital and educational offerings position the company for profitable growth, greater customer value, and significant global revenue gains.
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CA$45.28
FV
43.6% undervalued
intrinsic discount
4.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Spin Master
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Digital Disruption And Aging Demographics Will Hurt Toy Sales
Key Takeaways Shifts toward digital platforms and demographic challenges are eroding demand for core products and constraining future growth opportunities. Heavy franchise dependence, rising regulatory costs, and high-risk digital investments are increasing revenue volatility and pressuring profitability.
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CA$25.90
FV
1.4% undervalued
intrinsic discount
1.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
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