Canada Goose Holdings Inc.

NYSE:GOOS 주식 리포트

시가총액: US$936.2m

Canada Goose Holdings 향후 성장

Future 기준 점검 3/6

Canada Goose Holdings (는) 각각 연간 56.8% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 57.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.2% 로 예상됩니다.

핵심 정보

56.8%

이익 성장률

57.64%

EPS 성장률

Luxury 이익 성장17.9%
매출 성장률3.7%
향후 자기자본이익률10.24%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

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

이익 및 매출 성장 예측

NYSE:GOOS - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20291,706N/A782313
3/31/20281,6431141362488
3/31/20271,5731051172379
3/29/20261,52823149192N/A
12/28/20251,46022186216N/A
9/28/20251,37326204228N/A
6/29/20251,36847276293N/A
3/30/20251,34895275292N/A
12/29/20241,32273214238N/A
9/29/20241,32464208238N/A
6/30/20241,33762178231N/A
3/31/20241,33458109165N/A
12/31/20231,269501889N/A
10/1/20231,236552392N/A
7/2/20231,2325455104N/A
4/2/20231,2177369116N/A
1/1/20231,147675187N/A
10/2/20221,156836394N/A
7/3/20221,1129077110N/A
4/3/20221,09895116152N/A
1/2/20221,084107184214N/A
9/26/202197262154188N/A
6/27/202193463175203N/A
3/28/202190470262289N/A
12/27/202083670193230N/A
9/27/202081481115160N/A
6/28/2020913131111173N/A
3/29/2020958148052N/A
12/29/2019973158N/A81N/A
9/29/2019921144N/A65N/A
6/30/2019857133N/A48N/A
3/31/2019831144N/A73N/A
12/31/2018799143N/A112N/A
9/30/2018666102N/A47N/A
6/30/201860890N/A52N/A
3/31/201859196N/A126N/A
12/31/201751765N/A91N/A
9/30/201746141N/A19N/A
6/30/201741624N/A20N/A
3/31/201740422N/A39N/A
12/31/201639536N/A40N/A
9/30/201630118N/A-36N/A
6/30/20162405N/A-46N/A
3/31/201629126N/A-6N/A

애널리스트 향후 성장 전망

수입 대 저축률: GOOS 의 연간 예상 수익 증가율(56.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GOOS 의 연간 수익(56.8%)이 US 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: GOOS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: GOOS 의 수익(연간 3.7%)이 US 시장(연간 11.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: GOOS 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GOOS의 자본 수익률은 3년 후 10.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 17:21
종가2026/05/27 00:00
수익2026/03/29
연간 수익2026/03/29

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분석가 소스

Canada Goose Holdings Inc.는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan KompBaird
Adrienne Yih-TennantBarclays
Brian McNamaraBerenberg