- Ticker/Exchange: GOOS – listed on NYSE (USD) and TSX (GOOS.TO, CAD).
- Price Range: ~$13.5 (Sept 26, 2025 closing price [1]); 52‑week range about $6.73–$15.43 [2]. Up roughly +20–30% YTD [3].
- Market Cap: ~US$1.3 billion [4].
- Valuation: Trailing P/E ≈38× [5]; EPS (TTM) ≈$0.35 [6]. No dividend.
- Company: Founded 1957 (Metro Sportswear, rebranded Canada Goose) as a Canadian cold-weather apparel maker [7]. CEO/Chairman Dani Reiss (third generation family) leads the luxury outerwear and apparel brand, known for parkas, jackets, rainwear and accessories [8]. The majority owner is Bain Capital (≈55% of voting power) [9].
- Recent Results: FY2025 (ended Mar) sales ~C$1.35 b [10]. In Q1 FY2026 (quarter to Jun 2025) revenue jumped +22%, but heavy retail expansion costs drove an adj. loss of C$0.91/sh [11] [12]. Next earnings: Oct 28, 2025 [13]. Company has not issued FY2026 guidance, citing tariff uncertainty [14] [15].
- Analyst Consensus: Moderate Buy (5 Buys, 3 Holds, 1 Sell) [16]. Average 12‑mo price target ≈$15.00 (about +11% upside from $13.5) [17]. Recent firm targets range widely (highs ~$24 C$/$18 US, lows ~$8 C$) [18] [19].
Company Overview
Canada Goose is a Toronto‑based premium outerwear maker. Founded in 1957 by Sam Tick, it grew from wool vests and snowsuits to a global luxury apparel brand [20]. Under CEO Dani Reiss (family-run since 1985), CG doubled down on “Made in Canada” quality and fashion appeal [21]. Today it designs “high-performance outerwear, apparel, footwear, and accessories” inspired by Arctic conditions [22]. Signature products are down‑filled parkas and cold-weather jackets, but CG has expanded into rainwear, knitwear and even summer‑ready lines [23] [24]. Collaborations (notably with French designer Haider Ackermann) and new collections have refreshed the brand’s image [25]. The company sells through its own stores and online DTC channel (now a majority of sales) and via wholesale partners worldwide. CG is seen as a leader in the niche luxury outerwear market, with loyal customers and growing brand awareness.
CEO Dani Reiss recently emphasized the company’s momentum: “Our outlook for brand momentum – across categories and price points – leaves me optimistic about the pace of demand… as we deliver more relevant product and experiences” [26]. He noted new collections (e.g. 2025 spring apparel) and marketing campaigns are boosting brand heat. CG’s commitment to innovation and its “humanature” sustainability platform (down certifications, reduced fur usage) also differentiates it in luxury retail.
Stock Performance & Financial Metrics
GOOS trades near its 52-week high. As of Sept 26, 2025 the stock closed around $13.48 [27]. That’s well above the multi-year low (~$6.73) and only slightly below this year’s peak (~$15.43) [28]. The shares are up roughly 20–30% year-to-date (powered by earnings surprises and takeover rumors) [29] [30]. Liquidity is moderate, and trading occurs in both CAD (TSX) and USD (NYSE) with roughly USD$1.3 billion capitalization [31].
Key valuation metrics (as of late Sept 2025, trailing twelve months): EPS ≈$0.35 (USD) and P/E ≈38× [32]. (On the TSX, EPS ~C$0.48 and P/E ~39×.) These high multiples reflect low recent profits – CG has been loss-making or breakeven in recent quarters – and investor expectations for a turnaround. The company reinvests heavily in expansion, so free cash flow is negative. (No dividend is paid.) Analyst forecasts call for modest earnings as new product lines and stores ramp up. The average 12-month price target is about $15.00 [33]. By Sept 26 the consensus is a moderate Buy (5 Buy ratings vs 3 Hold, 1 Sell) [34]. Short interest is low, and option markets show a slight bullish tilt.
Recent Developments (Sept 2025 & Prior)
- Q1 FY2026 Earnings (Jul 31, 2025): Revenue grew +22% to C$107.8M (beat estimates), driven by strong direct-to-consumer sales and expanded product assortments [35] [36]. U.S. sales jumped ~45% and China/Asia rose ~19% in that quarter [37], reflecting new marketing campaigns and China’s Lunar New Year lift. Gross margin was healthy (61.4%), but SG&A rose sharply due to new stores, marketing and higher labor costs. CG posted a net loss (C$125.2M, C$1.29/share) but an adjusted loss of C$0.91 per share [38]. This missed the C$0.63 consensus. Management noted costs from expanding the retail network and promotional activities pushed the loss higher than expected [39]. CEO Reiss and COO Beth Clymer (President & COO) both said investment in stores, campaigns and product breadth is building long-term value, despite near-term costs. Clymer noted that 75% of products are tariff‑exempt under USMCA, partially shielding CG from recent tariff volatility [40] [41].
- Retail and Product Moves: CG continues to diversify beyond parkas. In H1 2025 it launched rainwear, knitwear, footwear, eyewear and summer collections [42] [43]. A limited-edition “Snow Goose” capsule and new store designs (e.g. concept stores in Europe) are part of the strategy. In January 2025, Canada Goose hired luxury veteran Judit Bankus (ex-Stella McCartney) as SVP of Merchandising [44], underscoring the fashion-focus. Meanwhile, the firm is investing in international retail: new stores opened in Amsterdam, Madrid and (planned) Asia-Pacific locations. Last quarter’s soft spots (North America in late 2024) were offset by strong winter selling.
- Pricing & Guidance: Management withdrew formal guidance again (as in 2024), blaming “unpredictable tariff shifts and weak consumer spending” [45]. However, CG signaled it will raise prices modestly. Industry analysts note that CG, like peers Ralph Lauren, has pricing power: for older items it plans “modest increases” and will set “more strategic pricing” on new releases [46]. This strategy leverages CG’s strong brand loyalty and relatively low discounting rate.
- Take-Private Rumors: In late August 2025 reports surfaced that majority owner Bain Capital has received takeover bids for Canada Goose, valuing it around US$1.3–1.4 billion [47] [48]. The bidders named include PE firms Advent International and Boyu Capital, as well as strategic buyers Bosideng and an Anta/FountainVest consortium [49] [50]. Following these reports, GOOS stock jumped ~9–13% in one day [51] [52]. (By late August shares were up ~20% YTD [53] [54].) With Bain holding ~55% voting power [55], analysts say a sale makes sense given CG’s brand strength. One TD Cowen note cited in media commented that the deal interest is “not surprising given the quality of the brand and ‘big margin expansion opportunity’” [56]. The buyout process is ongoing; management and Bain declined public comment.
- Conferences & Commentary: CG’s leadership continues to engage investors. In Sept 2025, President Beth Clymer and CFO Neil Bowden presented at the Goldman Sachs Global Retailing Conference [57]. Analysts and media have highlighted CG’s turnaround. For example, Sky Canaves (eMarketer) observed that CG’s “collections and collaborations” have “bolstered brand equity” and improved customer engagement [58]. Baird (analyst firm) recently upgraded CG on the strength of new products and marketing, writing that CG is in the “early innings” of a product revamp and its brand momentum is improving [59] [60].
Analyst Outlook & Strategy
Wall Street sentiment is cautiously optimistic. The consensus from 9 analysts is a Moderate Buy, with an average 12‑month target around $15.00 [61]. This target range implies roughly 10–15% upside from current levels. Notably, TD Cowen recently upgraded CG to Buy (Sept 2025) and set a $18 target [62], citing CG’s shift toward a year-round lifestyle brand and growth in key markets. Baird’s C$24 target (Aug 2025) implies similar confidence in growth [63]. On the other hand, Barclays had been bearish, cutting its target to C$8 in early 2025 [64], reflecting a view that CG needed time to turn around.
Opportunities: Analysts see several upside drivers. CG is still relatively early in its global expansion; U.S. and Asia revenues surged last quarter [65] and many markets remain under-penetrated. The product diversification (beyond winter coats) opens new customer segments and seasons. Nearly all products are made in Canada, which insulates CG from current U.S. tariffs [66]. The brand’s fashion partnerships and digital marketing boost its prestige among younger luxury consumers. Also, lean inventory and strong DTC growth (up 15.7% in Q4) suggest room for margin improvement [67].
Risks: Key risks include macro and execution factors. Luxury retail is still facing sluggish consumer spending and price sensitivity. Vogue Business notes luxury intent is only slowly recovering [68], and Canada Goose itself was listed as one of the few brands seeing softer purchase intent recently [69]. Higher costs (retail rents, labor, raw materials) are pressuring margins, as seen in recent losses [70]. Any flare-up in trade disputes or a downturn in China could hurt sales. The retail network expansion, while growth‑positive long-term, requires upfront investment. Finally, the take-private saga injects uncertainty: if a deal fails, the stock might retreat; if taken private, public investors would be bought out.
Market Context: Luxury & Retail Trends
Canada Goose operates in the broader luxury retail and apparel market, which has mixed signals in 2025. Data suggest consumer confidence in luxury is improving, with overall purchase intent up ~4% in the first half of 2025 [71]. CG’s peers like Ralph Lauren also reported unexpected gains (RL sales +8% in Q1 FY2025) [72]. Industry analysts note that by appealing more to fashion-conscious and Gen‑Z buyers, and by raising prices modestly, resilient brands like CG and RL have outperformed many peers [73].
However, the luxury sector still grapples with cost inflation, tariff pressures, and currency swings. Canada Goose is relatively well-positioned vs peers: about 75% of its goods qualify for USMCA tariff exemption [74], giving it an edge over brands relying on tariffed supply chains. CG’s strategy of emphasizing rare craftsmanship and higher price points aligns with trends in premium retail – luxury consumers remain willing to pay for unique, high-quality items. Still, CG is not immune to retail headwinds: if broader apparel demand weakens, even luxury outerwear may soften.
Internationally, cold‑weather and adventure apparel have become popular global lifestyles, which benefits CG. For fiscal Q4, a focused Lunar New Year campaign drove Greater China sales +63% [75]. Meanwhile, North American markets saw strong demand for fashion-forward parkas (especially during a chilly winter). As global travel and outdoor activities rebound, CG’s multi-climate product line (rain gear, vests, etc.) could capture cross‑sell opportunities.
Bottom Line: Canada Goose is managing a delicate turnaround. Recent quarters show healthy top‑line growth and brand momentum, but profit levels are still weak due to investments. The stock trades at a rich valuation reflecting high expectations. If CG executes on its retail expansion, product diversification and pricing strategies – and if its brand continues to resonate – analysts believe CG can widen its profitability and justify current levels. Potential upside catalysts include strong holiday-season sales, positive industry trends, or a successful private takeover at a premium. Key watchpoints include consumer spending trends, tariff developments, and management’s execution on expansion plans.
Sources: Latest financial data and commentary are drawn from Canada Goose’s filings and press releases [76] [77], Yahoo Finance metrics [78] [79], Reuters and Investopedia news reports [80] [81], industry analysis (eMarketer, Vogue Business) [82] [83], and analyst/market data services [84] [85]. All figures and quotes are as of Sept 27, 2025.
References
1. www.marketbeat.com, 2. ng.investing.com, 3. www.stockwatch.com, 4. tw.stock.yahoo.com, 5. tw.stock.yahoo.com, 6. tw.stock.yahoo.com, 7. www.businesswire.com, 8. investor.canadagoose.com, 9. www.investopedia.com, 10. en.wikipedia.org, 11. www.reuters.com, 12. investor.canadagoose.com, 13. ng.investing.com, 14. www.reuters.com, 15. www.emarketer.com, 16. www.marketbeat.com, 17. www.marketbeat.com, 18. www.investopedia.com, 19. www.benzinga.com, 20. en.wikipedia.org, 21. investor.canadagoose.com, 22. investor.canadagoose.com, 23. www.reuters.com, 24. investor.canadagoose.com, 25. www.reuters.com, 26. investor.canadagoose.com, 27. www.marketbeat.com, 28. ng.investing.com, 29. www.reuters.com, 30. www.stockwatch.com, 31. tw.stock.yahoo.com, 32. tw.stock.yahoo.com, 33. www.marketbeat.com, 34. www.marketbeat.com, 35. investor.canadagoose.com, 36. www.reuters.com, 37. www.reuters.com, 38. investor.canadagoose.com, 39. www.reuters.com, 40. www.reuters.com, 41. www.reuters.com, 42. www.reuters.com, 43. investor.canadagoose.com, 44. www.retaildive.com, 45. www.emarketer.com, 46. www.emarketer.com, 47. www.investopedia.com, 48. www.reuters.com, 49. www.investopedia.com, 50. www.reuters.com, 51. www.investopedia.com, 52. www.reuters.com, 53. www.reuters.com, 54. www.stockwatch.com, 55. www.investopedia.com, 56. www.stockwatch.com, 57. investor.canadagoose.com, 58. www.reuters.com, 59. www.investopedia.com, 60. www.investopedia.com, 61. www.marketbeat.com, 62. www.benzinga.com, 63. www.investopedia.com, 64. www.benzinga.com, 65. www.reuters.com, 66. www.reuters.com, 67. www.reuters.com, 68. www.voguebusiness.com, 69. www.voguebusiness.com, 70. www.reuters.com, 71. www.voguebusiness.com, 72. www.emarketer.com, 73. www.emarketer.com, 74. www.reuters.com, 75. www.reuters.com, 76. investor.canadagoose.com, 77. www.reuters.com, 78. tw.stock.yahoo.com, 79. www.marketbeat.com, 80. www.reuters.com, 81. www.investopedia.com, 82. www.emarketer.com, 83. www.voguebusiness.com, 84. www.marketbeat.com, 85. www.stockwatch.com
