Update shared on 24 Nov 2025
Fair value Decreased 0.057%Canada Goose Holdings' analyst price target saw both upward and downward revisions, with recent updates ranging from $11 to C$24. Analysts are weighing the company's strategic shift toward lifestyle outerwear and ongoing speculation of a possible buyout amid evolving brand dynamics.
Analyst Commentary
Analyst sentiment on Canada Goose Holdings remains divided, with several recent upgrades alongside persistent concerns over strategic execution. The following summarizes key points raised by analysts in their latest research notes:
Bullish Takeaways- Bullish analysts are encouraged by the company's transition from classic winter apparel to year-round lifestyle outerwear. They view this pivot as a driver for future growth and improved margins.
- Upgrades are tied to the belief that recent product modernization and a more culturally relevant creative vision may reinvigorate brand momentum and support higher valuation multiples.
- There is a perception that any potential go-private transaction could provide downside protection for shareholders amid ongoing buyout rumors.
- Improved marketing investment and a stronger merchandising focus are seen as having positively impacted both consumer demand and the brand's competitive positioning.
- Bearish analysts remain cautious about Canada Goose balancing between luxury and premium outdoor branding, which has presented challenges to driving consistent and profitable sales growth.
- Sales risks from higher costs and macroeconomic pressures are believed to be substantial. Price target reductions reflect these headwinds.
- There are concerns regarding the company's ability to sustain stable execution and valuation, particularly in the face of ongoing industry challenges and competitive pressures.
What's in the News
- Bain Capital, which owns nearly 32% of Canada Goose and holds the majority of voting shares, has received bids to take the company private at a valuation of approximately $1.4 billion. (CNBC)
- Despite reported offers, Bain Capital has not officially begun a formal bidding process to sell Canada Goose, and no bids have been formally submitted yet. (Axios)
- The Board of Directors has authorized a share repurchase program that allows Canada Goose to buy back up to 4,578,677 shares, or nearly 10% of its issued share capital, as part of its capital allocation strategy.
Valuation Changes
- Fair Value Estimate has decreased marginally from CA$20.13 to CA$20.12 per share.
- Discount Rate has risen slightly from 8.66% to 8.71%, reflecting updated risk assessments.
- Revenue Growth Projection has dipped slightly from 5.84% to 5.83%.
- Net Profit Margin estimate is nearly unchanged, moving from 3.70% to 3.70%.
- Future P/E Ratio has increased from 38.14x to 41.59x, which suggests a higher forward earnings multiple.
Disclaimer
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