The earnings call presented a mix of strong sales growth in the DTC channel and new product offerings, especially in APAC, with challenges related to operating margins and revenue declines in certain regions. The company showed confidence in strategic investments for long-term growth despite short-term margin pressures.

Company Guidance

During the Canada Goose Inc. Second Quarter Fiscal 2026 Earnings Call, the company reported a 2% increase in revenue to $273 million, although this represented a 1% decline on a constant currency basis. Direct-to-consumer (DTC) comparable sales grew by 10% year-over-year, with strong performances across all regions, particularly North America and APAC, where the revenue increased by 20%. The company emphasized the success of new product offerings, with revenue from new styles now making up 40% of DTC sales, up from 10% the previous year. However, wholesale revenue fell by 5%, aligning with expectations. Gross margin expanded by 110 basis points to 62.4%, despite higher product costs. SG&A expenses increased by 16% year-over-year, attributed to investments in marketing and stores, contributing to an adjusted EBIT loss of $14 million. Inventory levels were managed carefully, showing a 3% decrease from the prior year, and net debt was reduced to $707 million. The company remains confident in its strategy, aiming for sustained growth and improved margins in the coming quarters.

Strong Direct-to-Consumer Sales Growth

Direct-to-consumer comparable sales grew 10% year-over-year with positive comps in all regions, marking 10 consecutive months of positive comps. D2C revenue was up 21% with sustained strong performance across all regions.

Increase in New Product Offerings

Revenue from new styles as a percentage of total revenue more than doubled year-over-year, driven by new products in both downfilled and non-downfill categories, with newness now representing roughly 40% of DTC sales.

Growth in APAC Region

Revenue in APAC increased 20%, driven by growth in both DTC and wholesale channels, with Mainland China leading the way and strong demand in Japan supported by new store openings.

Gross Margin Improvement

Gross margin expanded 110 basis points year-over-year to 62.4%, primarily due to favorable channel mix with more DTC and less revenue in other channels.

Successful Cost Management

Inventory was down 3% from last year, reflecting stronger consumer demand and tighter inventory management. Net debt was reduced compared to the same period last year.

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

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GOOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2026	2026 (Q3)	1.17 / -	1.075	―	―	―
Nov 06, 2025	2026 (Q2)	-0.08 / -0.10	0.036	-380.00% (-0.14)
Jul 31, 2025	2026 (Q1)	-0.62 / -0.65	-0.562	-15.19% (-0.09)
May 22, 2025	2025 (Q4)	0.16 / 0.23	0.135	73.68% (+0.10)
Feb 06, 2025	2025 (Q3)	1.10 / 1.07	0.975	10.22% (+0.10)
Nov 07, 2024	2025 (Q2)	-0.04 / 0.04	0.114	-68.75% (-0.08)
Aug 01, 2024	2025 (Q1)	-0.57 / -0.56	-0.498	-12.86% (-0.06)	―
May 16, 2024	2024 (Q4)	0.04 / 0.14	0.1	35.71% (+0.04)	―
Feb 01, 2024	2024 (Q3)	0.97 / 0.98	0.904	7.87% (+0.07)	―
Nov 01, 2023	2024 (Q2)	-0.15 / 0.11	0.157	-27.27% (-0.04)	―

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

GOOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$14.15	$12.21	-13.71%
Jul 31, 2025	$12.75	$10.95	-14.12%
May 22, 2025	$10.67	$11.41	+6.94%
Feb 06, 2025	$10.64	$9.80	-7.89%

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.