The earnings call reflected a mix of positive growth in revenue, gross margin, and direct-to-consumer performance, with significant challenges in wholesale revenue and regional sales in EMEA and China. Inventory management showed positive results, but there was an increase in SG&A costs. The company is cautious due to uncertainties in the global trade environment.

Company Guidance -

Q4 2025

During the Canada Goose Fourth Quarter Fiscal 2025 Earnings Call, the company reported a strong finish to the fiscal year with a 7% year-over-year increase in revenue, driven by a 7% growth in direct-to-consumer (D2C) comparable sales. Notably, the company saw a 19% year-over-year rise in global brand search demand, particularly boosted by its marketing campaigns for Sea Mantra and eyewear. Inventory management was a key focus, with inventory down year-over-year for six consecutive quarters. In the North American D2C sector, there was a robust 17% sales comp increase for the quarter. The company's gross margin expanded by 620 basis points to 71.3% in Q4, and adjusted EBIT increased by 49% year-over-year to $60 million, with an adjusted EBIT margin of 15.5%. The company also reported a significant improvement in inventory turnover, achieving 1.0x up from 0.9x the previous year. Despite the positive financial results, Canada Goose decided not to provide a financial outlook for fiscal 2026 due to global trade uncertainties, although they emphasized their strategic focus on brand heat, product expansion, and operational efficiency.

Revenue Growth

Fourth quarter revenue increased by 7% year-over-year, with D2C comparable sales growth of 7%.

Gross Margin Improvement

Gross margin expanded by 620 basis points in Q4 to 71.3% and 69.9% for the full year.

D2C Sales Performance

D2C revenue increased to $314 million, up 12% year-over-year, with North America leading with a 17% comp growth for the quarter.

Inventory Management

Inventory was reduced by 14% year-over-year, with inventory turns reaching 1.0x, up from 0.9x last year.

Marketing Campaign Success

Marketing campaigns such as Sea Mantra and eyewear resulted in a 19% year-over-year increase in global brand search demand.

Adjusted EBIT Growth

Adjusted EBIT for Q4 was $60 million, up 49% year-over-year, with a margin expansion of 430 basis points.

Canada Goose Holdings (TSE:GOOS) Earnings, Revenues Date & History

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TSE:GOOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2026 (Q1)	-0.87 / -	-0.79	―	―	―
May 22, 2025	2025 (Q4)	0.23 / 0.33	0.19	73.68% (+0.14)	―
Feb 06, 2025	2025 (Q3)	1.54 / 1.51	1.37	10.22% (+0.14)	―
Nov 07, 2024	2025 (Q2)	-0.05 / 0.05	0.16	-68.75% (-0.11)	―
Aug 01, 2024	2025 (Q1)	-0.80 / -0.79	-0.7	-12.86% (-0.09)	―
May 16, 2024	2024 (Q4)	0.06 / 0.19	0.14	35.71% (+0.05)	―
Feb 01, 2024	2024 (Q3)	1.36 / 1.37	1.27	7.87% (+0.10)	―
Nov 01, 2023	2024 (Q2)	-0.21 / 0.16	0.22	-27.27% (-0.06)	―
Aug 03, 2023	2024 (Q1)	-0.85 / -0.70	-0.56	-25.00% (-0.14)	―
May 18, 2023	2023 (Q4)	0.07 / 0.14	0.04	250.00% (+0.10)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TSE:GOOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 22, 2025	C$14.79	C$15.84	+7.10%
Feb 06, 2025	C$15.26	C$13.98	-8.39%
Nov 07, 2024	C$13.46	C$13.47	+0.07%
Aug 01, 2024	C$15.93	C$15.11	-5.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.