Canada Goose Holdings Inc.

Report azionario NYSE:GOOS

Capitalizzazione di mercato: US$901.1m

Canada Goose Holdings Gestione

Criteri Gestione verificati 2/4

Canada Goose Holdings Il CEO è Dani Reiss, nominato in Jan2001, e ha un mandato di 25.5 anni. la retribuzione annua totale è CA$ 11.19M, composta da 12.8% di stipendio e 87.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 20.85% delle azioni della società, per un valore di $ 187.85M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.1 anni e 8.7 anni.

Informazioni chiave

Dani Reiss

Amministratore delegato

CA$11.2m

Compenso totale

Percentuale dello stipendio del CEO12.76%
Mandato del CEO25.5yrs
Proprietà del CEO20.8%
Durata media del management3.1yrs
Durata media del Consiglio di amministrazione8.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • May 26

Canada Goose: Buy The Crash As Comp Sales Soar In Tough Macro

Summary Shares of Canada Goose have continued to flounder this year despite strong recent performance. In the company's recently released Q4 (March quarter), the company showcased an acceleration to 10% comp sales growth, while wholesale revenue rebounded as well. The stock is cheap at ~9x EBIT, owing to a conservative guidance outlook that factors in macro/travel-related weakness. 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
Seeking Alpha • Sep 21

Canada Goose Holdings: Management Hitting Their Strategic Targets

Summary Canada Goose Holdings has experienced significant revenue growth, driven by its successful expansion into the direct-to-consumer channel. The company's strategic targets of D2C expansion, product category expansion, and growing its consumer base are progressing well. While concerns about negative EBIT persist, the company's focus on D2C expansion and inventory management improvements are expected to enhance gross margins and drive future growth. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Dani Reiss rispetto agli utili di Canada Goose Holdings?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Dani ($USD 7.99M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.56M ).

Compensazione vs guadagni: La retribuzione di Dani è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Dani Reiss (52 yo)

25.5yrs
Mandato
CA$11,187,533
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Daniel Reiss
Chairman & CEO25.5yrsCA$11.19m20.85%
$ 187.8m
Elizabeth Clymer
President & COOno dataCA$2.46m0.021%
$ 187.7k
Neil Bowden
Chief Financial Officer2.3yrsCA$1.36m0.0018%
$ 16.1k
Daniel Binder
President of Asia Pacific3.3yrsCA$4.06m0.0021%
$ 18.9k
Marjan Khan
Chief Technology Officer2.8yrsNessun datoNessun dato
Alfredo Cunanan Tan
Chief Digital & Information Officer1.9yrsNessun datoNessun dato
Ana Raman
Vice President of Investor Relationsno dataNessun datoNessun dato
David Forrest
General Counsel9.3yrsNessun dato0.030%
$ 270.8k
Jessica Johannson
Chief Human Resources Officer3.7yrsNessun dato0.0017%
$ 15.6k
Carrie Baker
President of Brand & Commercial2.3yrsCA$2.19m0.014%
$ 127.9k
Larry Li
Chief Operating Officer of APAC3.9yrsNessun datoNessun dato
Judit Bankus
Senior VP of Merchandising & Head of Merchandising1.5yrsNessun datoNessun dato
3.1yrs
Durata media
50.5yo
Età media

Gestione esperta: Il team dirigenziale di GOOS è considerato esperto (durata media dell'incarico 3.1 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Daniel Reiss
Chairman & CEO13.5yrsCA$11.19m20.85%
$ 187.8m
John Davison
Lead Independent Director9.2yrsCA$303.89k0.020%
$ 178.2k
Maureen Chiquet
Director8.9yrsCA$603.33k0.0063%
$ 57.2k
Ryan Cotton
Director12.6yrsNessun datoNessun dato
Gary Saage
Independent Director2.8yrsCA$258.98k0.010%
$ 91.6k
Jodi Heimpel Butts
Independent Director8.7yrsCA$279.71k0.0044%
$ 39.5k
Ching-Ying Wong
Independent Director4.3yrsCA$295.58k0.0042%
$ 38.2k
Michael Armstrong
Independent Director5.5yrsCA$279.71k0.0039%
$ 34.7k
Jennifer Davis
Director2.8yrsNessun datoNessun dato
8.7yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GOOS sono considerati esperti (durata media dell'incarico 8.7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/30 10:30
Prezzo dell'azione a fine giornata2026/07/30 00:00
Utili2026/03/29
Utili annuali2026/03/29

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Canada Goose Holdings Inc. è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jonathan KompBaird
Adrienne Yih-TennantBarclays
Brian McNamaraBerenberg