Canada Goose Holdings Inc.

NYSE:GOOS Rapport sur les actions

Capitalisation boursière : US$855.2m

Canada Goose Holdings Gestion

Gestion contrôle des critères 2/4

Le PDG Canada Goose Holdings est Dani Reiss, nommé en Jan2001, a un mandat de 25.58 ans. La rémunération annuelle totale est CA$ 11.19M, composée du salaire de 12.8% et des bonus 87.2%, y compris les actions et options de la société. détient directement 20.73% des actions de la société, d'une valeur de $ 177.33M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.2 ans et 7.2 ans.

Informations clés

Dani Reiss

Directeur général

CA$11.2m

Rémunération totale

Pourcentage du salaire du PDG12.76%
Durée du mandat du directeur général25.6yrs
Propriété du PDG20.7%
Durée moyenne d'occupation des postes de direction3.2yrs
Durée moyenne du mandat des membres du conseil d'administration7.2yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Aug 01

Canada Goose: Off-Season Resilience Meets Valuation Floor; Reiterate Neutral

Summary Canada Goose delivered a mixed quarter, with revenue beating expectations but EPS missing, reflecting solid wholesale growth and strong Asian demand. GOOS’s DTC e-commerce outperformed, especially in Asia, but global store traffic and European demand remained soft, creating a balanced bull-bear narrative. Management’s focus on expanding spring/summer collections and product diversification is driving year-round relevance and reducing off-season revenue volatility. The $1.4bn M&A floor and ongoing strategic review underpin a neutral rating, as upside and downside catalysts remain evenly balanced. Read the full article on Seeking Alpha
Seeking Alpha • Apr 20

Running Away From The Goose, With Sadness, Out Of Economic Fear

Summary Canada Goose, a Canadian brand known for its stylish winter coats at premium prices, seems highly vulnerable to an economic downturn. Several competitors may be ready to gobble up the company's sales if middle-class consumers decide to price down. The company's recent results have stayed above water, but have been boosted by a weak Canadian Dollar, which could rebound. Thankfully Canada Goose should be compliant with the USMCA trade agreement, but indirect impacts of global impacts may still bite. I rate GOOS a Sell. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Canada Goose: Moving To The Runway, But The Premium On Earnings Is Unjustified

Summary Canada Goose Holdings Inc.'s fiscal Q3 2025 results show a slight sales decline but sequential improvement, driven by a new fashion-forward collection and better expense management. Despite these positive trends, the stock remains expensive with a $1 billion market cap versus an adjusted net income expectation of only $70 million for FY2025. The company lowered FY2025 guidance, indicating negative performance, despite tailwinds like a harsher winter and a successful new collection launch. GOOS stock valuation remains unattractive at a 14x P/E multiple, higher than better-performing apparel brands, justifying a Hold rating despite some business improvements. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

Canada Goose: Nesting In Neutral Territory

Summary Canada Goose's recent earnings showed mixed results, with revenue declining but beating estimates, while EPS rose, primarily driven by lower finance costs. Management has revised FY25 guidance downward, and much lower EPS growth, though the company shows promise through e-commerce growth, expansion into year-round products like eyewear, and improved inventory management. The stock is rated as a Hold, with significant growth potential limited by challenging luxury market conditions and macroeconomic headwinds. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Canada Goose Prepares For Its First Designer Capsule, But Is Still A Hold

Summary Canada Goose's 2Q25 earnings show a 5% revenue decline, with wholesale and DTC comparables both down 15%, raising concerns for 2H25 performance. The launch of the Snow Goose capsule aims to rejuvenate the brand, but its limited availability may not significantly impact overall sales. Valuation at 14x FY25E earnings seems high given ongoing challenges, particularly in DTC performance and the company's optimistic guidance. I maintain a Hold rating due to product challenges, potential guidance miss, and the need for a successful capsule launch to drive growth. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Canada Goose: Will La Nina And Chinese Stimulus Set This Bird Free?

Summary Canada Goose's stock has plummeted to its IPO price despite tripling revenues, mainly due to weak Chinese consumer spending and warmer weather in recent winters. Looking forward, a pending Chinese stimulus package and a developing La Niña weather pattern could boost demand for cold-weather gear. Trading at a modest Fwd P/E of 15.7x, Canada Goose presents a speculative buying opportunity if either of these catalysts develops. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

Canada Goose: China Recovery And Price Increases Are Making Me More Hopeful (Upgrade)

Summary Canada Goose has returned to strong growth in Greater China, helping to offset wholesale channel declines. Recent layoffs are also pushing the company to guide to mid-teens pro forma EPS growth in FY25. With the stock trading at a relatively modest ~15x forward P/E ratio and a <1x PEG, I'm cautiously optimistic and upgrading my rating on GOOS to neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 20

Canada Goose: Feathers Intact And Setting The Stage For Future Growth

Summary Canada Goose has seen mixed results, recently, with a robust rebound in growth but flat adjusted EBIT versus last year and a modest near-term outlook. It has strong brand awareness and room to grow its retail store footprint and to further broaden its product line into other seasons and categories. A renewed focus on operational efficiency should temper expectations for near-term growth, but could help to establish a stronger foundation for growth beyond 2025. Its valuation is not expensive and helps to offset risks inherent in the investment case. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Canada Goose's Store Strategy Has Fundamental Challenges

Summary Canada Goose is a luxury winterwear retailer known for its $1,500 parkas with high gross retail margins. The company struggles to implement a direct-to-consumer (DTC) strategy and faces competition from brands like Moncler. Goose's revenue growth has come from cannibalizing wholesale sales, and its retail model has a flaw in store utilization. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Canada Goose Q3: Strong Underlying Demand And Attractive Share Buyback

Summary Canada Goose's 3Q24 sales grew 5.8%, missing estimates due to weak wholesale segment but offset by stronger direct-to-consumer sales. Despite the weather-related poor performance, underlying demand for Canada Goose remains strong, as seen in Black Friday sales and positive DTC trends in January. The company's performance in China was excellent, suggesting market share capture and potential for further growth. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

Canada Goose: Waiting For The Targeted Earnings Growth

Summary Canada Goose has had a good long-term track record of revenue growth. The company has ambitious financial targets including a revenue target of $3.0 billion CAD by FY2028 and doubled EBIT margins. The outlined financial targets don't seem like good baseline expectations, as the current financial performance is far from the targeted level, and long-term growth hasn't resulted in good operating leverage. Currently, the stock already seems to be priced with skepticism around the financial targets, and the stock price seems to be mostly in line with my financial expectations. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Canada Goose: Undervalued Luxury

Summary Luxury conglomerates are struggling with demand overhang as consumers pulled forward purchases into the pandemic period. Canada Goose stock has declined nearly 30% this year, presenting a great opportunity for long-term investors. The company's fundamentals, including high gross margins, direct channel sales, product expansion, and global market potential, support a bullish outlook. The company's ~13x P/E is overdue for a rebound, especially with expectations for double-digit growth and EPS/EBIT expansion this year. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Dani Reiss a-t-elle évolué par rapport aux bénéfices de Canada Goose Holdings?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 28 2026n/an/a

CA$57m

Mar 29 2026CA$11mCA$1m

CA$23m

Dec 28 2025n/an/a

CA$22m

Sep 28 2025n/an/a

CA$26m

Jun 29 2025n/an/a

CA$47m

Mar 30 2025CA$8mCA$1m

CA$95m

Dec 29 2024n/an/a

CA$73m

Sep 29 2024n/an/a

CA$64m

Jun 30 2024n/an/a

CA$62m

Mar 31 2024CA$7mCA$1m

CA$58m

Dec 31 2023n/an/a

CA$50m

Oct 01 2023n/an/a

CA$55m

Jul 02 2023n/an/a

CA$54m

Apr 02 2023CA$7mCA$1m

CA$73m

Jan 01 2023n/an/a

CA$67m

Oct 02 2022n/an/a

CA$83m

Jul 03 2022n/an/a

CA$90m

Apr 03 2022CA$10mCA$1m

CA$95m

Jan 02 2022n/an/a

CA$107m

Sep 26 2021n/an/a

CA$62m

Jun 27 2021n/an/a

CA$63m

Mar 28 2021CA$13mCA$331k

CA$70m

Dec 27 2020n/an/a

CA$70m

Sep 27 2020n/an/a

CA$81m

Jun 28 2020n/an/a

CA$131m

Mar 29 2020CA$5mCA$1m

CA$148m

Rémunération vs marché: La rémunération totale de Dani ($USD 8.11M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.53M ).

Rémunération et revenus: La rémunération de Dani a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Dani Reiss (52 yo)

25.6yrs
Titularisation
CA$11,187,533
Compensation

Mr. Daniel Reiss, also known as Dani, C.M., OOnt., serves as a Member of Advisory Board at Maverix Private Equity. He serves as the Chief Executive Officer at Canada Goose Holdings Inc. and Canada Goose In...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Daniel Reiss
Chairman & CEO25.6yrsCA$11.19m20.73%
$ 177.3m
Elizabeth Clymer
President & COOno dataCA$2.46m0.021%
$ 177.2k
Neil Bowden
Chief Financial Officer2.3yrsCA$1.36m0.0018%
$ 15.2k
Daniel Binder
President of Asia Pacific3.4yrsCA$4.06m0.0021%
$ 17.9k
Marjan Khan
Chief Technology Officer2.9yrspas de donnéespas de données
Alfredo Cunanan Tan
Chief Digital & Information Officer2yrspas de donnéespas de données
Ana Raman
Vice President of Investor Relationsno datapas de donnéespas de données
David Forrest
General Counsel9.3yrspas de données0.030%
$ 255.6k
Jessica Johannson
Chief Human Resources Officer3.8yrspas de données0.0017%
$ 14.7k
Carrie Baker
President of Brand & Commercial2.3yrsCA$2.19m0.014%
$ 120.7k
Larry Li
Chief Operating Officer of APAC4yrspas de donnéespas de données
Judit Bankus
Senior VP of Merchandising & Head of Merchandising1.6yrspas de donnéespas de données
3.2yrs
Durée moyenne de l'emploi
50.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de GOOS est considérée comme expérimentée (ancienneté moyenne 3.2 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Daniel Reiss
Chairman & CEO13.6yrsCA$11.19m20.73%
$ 177.3m
John Davison
Lead Independent Director9.3yrsCA$303.89k0.020%
$ 168.2k
Maureen Chiquet
Director9yrsCA$603.33k0.0063%
$ 54.0k
Ryan Cotton
Director12.7yrspas de donnéespas de données
Gary Saage
Independent Director2.9yrsCA$258.98k0.010%
$ 86.6k
Jodi Heimpel Butts
Independent Director8.8yrsCA$279.71k0.0043%
$ 37.2k
Ching-Ying Wong
Independent Director4.4yrsCA$295.58k0.0042%
$ 36.0k
Michael Armstrong
Independent Director5.6yrsCA$279.71k0.0038%
$ 32.8k
Jennifer Davis
Director2.9yrspas de donnéespas de données
Massimo Piombini
Independent Directorno datapas de données0.0020%
$ 17.3k
7.2yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de GOOS sont considérés comme expérimentés (ancienneté moyenne 7.2 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/20 02:40
Cours de l'action en fin de journée2026/08/20 00:00
Les revenus2026/06/28
Revenus annuels2026/03/29

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Canada Goose Holdings Inc. est couverte par 22 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jonathan KompBaird
Adrienne Yih-TennantBarclays
Brian McNamaraBerenberg