The earnings call reflected strong performance in key markets, notably North America and APAC, with significant revenue growth and effective inventory management. However, increased SG&A expenses and adjusted EBIT losses were notable challenges. While sustainability achievements were highlighted, challenges in EMEA and Japan posed concerns. Overall, the highlights were balanced by the lowlights, leading to a cautious outlook.

Company Guidance -

Q2 2026

During the Canada Goose Quarter 1 Fiscal Year 2026 earnings call, the company provided comprehensive guidance on its financial performance and strategic initiatives. Revenue for the quarter increased by 22% year-over-year to $108 million, with a notable 15% growth in direct-to-consumer (D2C) comparable sales, marking a seventh consecutive month of positive comps. The company highlighted strong performance in North America and Mainland China, with revenue in these regions up 27%, driven by both e-commerce and store sales. Gross margin expanded by 170 basis points to 61.4%, and the company achieved a 9% reduction in Scope 1 emissions and a 25% reduction in Scope 3 emissions in fiscal 2025. SG&A expenses rose by 50% to $225 million, including a one-time charge of $44 million, but adjusted SG&A grew at a slower pace than revenue, improving as a percentage of revenue by 850 basis points. The company ended the quarter with $542 million of net debt, reflecting an improvement from the previous year's $766 million, and its net debt leverage was 1.8x adjusted EBITDA compared to 2.8x the previous year. The earnings call emphasized expanding product offerings, enhancing brand heat through strategic marketing, and maintaining a strong operational focus, all contributing to the company's confidence in continued growth opportunities.

Strong Revenue Growth

Revenue for the first quarter was $108 million, up 22% year-over-year on a reported and constant currency basis.

Direct-to-Consumer Success

D2C revenue increased to $78 million, up 23%, with a 15% comparable sales growth, marking the seventh consecutive month of positive comps.

North America and APAC Performance

Revenue in North America was up 27%, and APAC revenue increased by 27%, with strong performance in Mainland China.

Inventory Management

Inventory was $440 million, down 9%, marking the seventh consecutive quarter of year-over-year inventory declines.

Sustainability Achievements

Achieved a 9% reduction in Scope 1 emissions and a 25% reduction in Scope 3 emissions, with investments in 10 renewable energy projects.

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
Oct 29, 2025	2026 (Q2)	-0.08 / -	0.036	―	―	―
Jul 31, 2025	2026 (Q1)	-0.63 / -0.66	-0.575	-15.19% (-0.09)	―
May 22, 2025	2025 (Q4)	0.17 / 0.24	0.138	73.68% (+0.10)	―
Feb 06, 2025	2025 (Q3)	1.12 / 1.10	0.997	10.22% (+0.10)	―
Nov 07, 2024	2025 (Q2)	-0.04 / 0.04	0.116	-68.75% (-0.08)	―
Aug 01, 2024	2025 (Q1)	-0.58 / -0.57	-0.509	-12.86% (-0.07)	―
May 16, 2024	2024 (Q4)	0.05 / 0.14	0.102	35.71% (+0.04)	―
Feb 01, 2024	2024 (Q3)	0.99 / 1.00	0.924	7.87% (+0.07)	―
Nov 01, 2023	2024 (Q2)	-0.16 / 0.12	0.16	-27.27% (-0.04)	―
Aug 03, 2023	2024 (Q1)	-0.62 / -0.51	-0.407	-25.00% (-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

GOOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Nov 07, 2024	$9.61	$9.71	+1.04%

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.