$GOOS

Research Alert: CFRA Maintains Hold Opinion On Shares Of Canada Goose

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of CAD15, based on 13x our FY 27 (Mar.) EPS estimate, below the company's three-year average forward P/E multiple of 17.5x. We maintain our FY 27 EPS estimate of CAD1.15 and initiate our FY 28 EPS estimate at CAD1.20. GOOS reported Q4 FY 26 revenue growth of 17.9% to CAD453.3M vs. CAD385M in the year prior, CAD42M above estimates, supported by broad-based strength across channels and geographies. DTC revenue advanced 15.2% to CAD361.7M, with comparable sales growth of 10.0%, marking the fifth consecutive quarter of positive comps. The performance reflected improved conversion rates, enhanced store productivity, and stronger digital engagement. Wholesale revenue surged 54.4% to CAD49.1M primarily due to earlier shipments of the Spring/Summer 2026 collection and increased in-season orders from wholesale partners. Operating income rose 17.8% to CAD64.9M. Q4 FY 26 adjusted diluted EPS improved to CAD0.37 from CAD0.33, CAD0.03 below estimates.

Research Alert: CFRA Maintains Hold Opinion On Shares Of Canada Goose

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of USD11, based on 13.1x our FY 27 (Mar.) EPS estimate, below the company's three-year average forward P/E multiple of 17.5x. We maintain our FY 27 EPS estimate of CAD1.15 and initiate our FY 28 EPS estimate at CAD1.20. GOOS reported Q4 FY 26 revenue growth of 17.9% to CAD453.3M vs. CAD385M in the year prior, CAD42M above estimates, supported by broad-based strength across channels and geographies. DTC revenue advanced 15.2% to CAD361.7M, with comparable sales growth of 10.0%, marking the fifth consecutive quarter of positive comps. The performance reflected improved conversion rates, enhanced store productivity, and stronger digital engagement. Wholesale revenue surged 54.4% to CAD49.1M primarily due to earlier shipments of the Spring/Summer 2026 collection and increased in-season orders from wholesale partners. Operating income rose 17.8% to CAD64.9M. Q4 FY 26 adjusted diluted EPS improved to CAD0.37 from CAD0.33, CAD0.03 below estimates.

Williams Trading Upgrades Canada Goose to Hold From Sell, CA$12 Price Target

Sector Update: Consumer Stocks Softer Late Afternoon

Consumer stocks were lower late Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1.7%.In corporate news, Canada Goose (GOOS) may struggle to generate meaningful upside in the coming quarters as weak revenue growth and macro uncertainty continue to cloud the outlook, UBS said in a note. Canada Goose shares were down 2.8%.Starbucks (SBUX) said it will cut 300 US support jobs as the coffee giant consolidates regional offices to reduce costs and streamline operations. Its shares were up 0.7%.Magnum Ice Cream (MICC) shares jumped past 10% after Reuters reported that Blackstone (BX) and Clayton, Dubilier & Rice are in the early stages of considering bids for the company.Walt Disney's (DIS) co-owned JioStar, an Indian entertainment joint venture with Reliance, is suing rival Zee Entertainment over allegations it broadcast Bollywood films that JioStar has rights to without authorization, Reuters reported. Disney shares were down 2.5%.

Sector Update: Consumer

Consumer stocks were lower late Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1.7%.In corporate news, Canada Goose (GOOS) may struggle to generate meaningful upside in the coming quarters as weak revenue growth and macro uncertainty continue to cloud the outlook, UBS said in a note. Canada Goose shares were down 2.7%.

Canada Goose Unlikely to See Meaninful Upside in Coming Quarters, UBS Says

Canada Goose (GOOS) may struggle to generate meaningful upside in the coming quarters as weak revenue growth and macro uncertainty continue to cloud the outlook, UBS said in a note emailed Friday.The brokerage said it sees "few catalysts ahead" for the stock, noting that investors are unlikely to get major new data points before the company's fiscal Q2 report later this year because of the seasonal nature of the business.UBS added that North American traffic remains choppy, while Europe could face pressure from slowing tourist demand.At the same time, UBS said Canada Goose is making progress in areas including wholesale execution, store operations and merchandising.UBS maintained its fiscal 2027 to 2029 earnings estimates, saying the company can still gradually improve margins over the longer term as it expands internationally and grows newer categories.UBS maintained its neutral rating and $12 price target.Price: $9.68, Change: $-0.21, Percent Change: -2.12%

Research Alert: Canada Goose Posts Mixed Q4 Results; Guides For Growth And Margin Expansion

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.

Research Alert: Canada Goose Posts Mixed Q4 Results; Guides For Growth And Margin Expansion

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.

Earnings Flash (GOOS) Canada Goose FY Outlook Revenue Growth of Low-single Digits Vs FY26; Adjusted EBIT Margin Expected to Range from 11% to 12%

Earnings Flash (GOOS) Canada Goose Says Maintained Strong Balance Sheet In Q4 With Net Debt Down 6% to $383M and Cites "Well-positioned" Inventory Levels