CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Canada Goose reported Q4 FY 26 (Mar.) revenue growth of 17.9% to CAD453.3M vs. CAD385M, CAD42M above estimates, supported by broad-based strength, with DTC revenue advancing 15.2% and wholesale surging 54.4%. Adjusted diluted EPS improved to CAD0.37 from CAD0.33, CAD0.03 below consensus, while gross margin contracted 170 bps to 69.6% due to product mix headwinds and early Spring/Summer collection delivery timing. The impressive top-line growth was a promising sign; however, margins remain subdued for the luxury name, and FY 27 guidance was underwhelming. Management introduced FY 27 guidance calling for low-single digit revenue growth and adjusted EBIT margin expansion to 11%-12%. Geographic performance showed strength with Asia-Pacific up 22.3%, EMEA rising 33.0%, and North America advancing 8.8%. We note shares trade over 16x consensus FY 27 estimates, reflecting a mid- to high-teen forward P/E multiple that appears elevated given the persistent margin pressures and modest growth outlook ahead.