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Canada Goose Holdings (GOOS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-0.98

Last Year’s EPS

-0.91

Same Quarter Last Year

Analyst Consensus

Hold

Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presents balanced results: clear and broad top-line momentum (13% revenue growth, fourth consecutive positive DTC comps, doubled newness revenue, regional strength in North America and APAC, improved inventory turns and lower net debt) contrasted with significant margin pressure (450 bps adjusted EBIT margin decline) driven by SG&A increases, one-time charges and a product mix shift that reduced gross margin. Management provided a concrete plan to address store labor productivity, marketing efficiency, retail footprint optimization, gross-margin levers and pricing actions to target margin recovery in FY2027, but did not quantify the improvement. Given the meaningful operational issues in the quarter (notably margin compression) alongside clear growth momentum and remedial plans, the positives and negatives are largely balanced.

Company Guidance

Management guided to meaningful operating‑margin expansion beginning in fiscal 2027, driven by tighter store labor models (rolled out in APAC mid‑December and globally in January), improved marketing efficiency (intent to reduce marketing as a % of revenue and lower Q4 spend vs. last year), retail‑network optimization (new stores planned in fiscal ’27 but a full network review and optimization to be implemented in fiscal ’27), gross‑margin levers from sourcing/operations and planned price increases early in fiscal ’27, and continued broad‑based revenue growth. Those plans are anchored to Q3 results: revenue of $695M (+13% YoY) with DTC +13% (comps +6%), Wholesale +14%, North America +20%, APAC +12% and EMEA -3%; gross margin down 40 bps; SG&A $314M (45% of revenue, +450 bps, including $24M of discrete items and $13M of planned marketing); adjusted EBIT $204M (29.3%, -450 bps); adjusted net income $142M ($1.43/share); inventory $409M with turns 1.1x (+16%); and net debt $413M (down from $546M). Management said they will provide more fiscal‑2027 detail next quarter.

Strong Top-Line Growth

Revenue for Q3 FY2026 increased 13% year-over-year to CAD 695 million, driven by broad-based strength across channels and regions.

Direct-to-Consumer (DTC) Momentum

DTC revenue grew 13% with comparable sales up 6% — the fourth consecutive quarter of positive comps — supported by double-digit growth in North America and Asia Pacific and improved e-commerce performance.

Wholesale Strength

Wholesale revenue increased 14% in Q3 (year-to-date revenue up 3%), helped by shipment phasing, improved sell-through of fall/winter product and healthier demand for the expanded year‑round assortment.

Newness and Product Expansion Driving Demand

Revenue from newness (lighter-weight styles, new fabrics and expanded assortments) doubled year-over-year, with strong unit velocity across lighter-weight apparel, Snow Goose designs and reworked classics (e.g., Chilliwack in new fabrics).

Regional Outperformance — North America and APAC

North America revenue rose 20% with high-single-digit comps; APAC revenue increased 12% with Mainland China noted as a top contributor driven by strong e-commerce momentum (Douyin, Tmall) and improved store conversion.

Improved Inventory and Balance Sheet Metrics

Inventory remained relatively flat at CAD 409 million despite sales growth, inventory turns improved to 1.1x (up 16% YoY), and net debt fell to CAD 413 million from CAD 546 million a year earlier, reflecting disciplined working capital and operating cash flow.

Clear Operational Action Plan

Management presented targeted initiatives to restore margins: tighter store labor models (rolled out in APAC then globally), improved marketing efficiency, retail network optimization, sourcing/gross-margin levers from vertical integration, and planned price actions in early FY2027.

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

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:GOOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2027 (Q1)	-0.98 / -	-0.91	―	―	―
May 14, 2026	2026 (Q4)	0.40 / 0.37	0.33	12.12% (+0.04)
Feb 05, 2026	2026 (Q3)	1.65 / 1.43	1.51	-5.30% (-0.08)
Nov 06, 2025	2026 (Q2)	-0.11 / -0.14	0.05	-380.00% (-0.19)
Jul 31, 2025	2026 (Q1)	-0.87 / -0.91	-0.79	-15.19% (-0.12)
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)	―

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 14, 2026	C$14.62	C$13.57	-7.18%
Feb 05, 2026	C$18.10	C$14.56	-19.56%
Nov 06, 2025	C$19.94	C$17.20	-13.74%
Jul 31, 2025	C$17.68	C$15.15	-14.31%

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.