Canada's Canada Goose Q4 revenue beats estimates on DTC, wholesale strength

Canada Goose Holdings

14/05/2026 11:55

Overview

Canada outerwear maker's fiscal Q4 revenue rose 18% on a reported basis, beating analyst expectations

Adjusted EPS for fiscal Q4 increased to C$0.37

Company sees fiscal 2027 revenue growth in low-single digits, adjusted EBIT margin 11%-12%

Revenue growth driven by DTC and wholesale strength across regions

Outlook

Canada Goose sees fiscal 2027 revenue growth of low-single digits vs fiscal 2026

Company expects fiscal 2027 adjusted EBIT margin of 11% to 12%

Canada Goose anticipates lower consumer demand, softer traffic, and reduced consumer confidence in fiscal 2027

Result Drivers

DTC PERFORMANCE - DTC comparable sales grew 10% in Q4, driven by stronger conversion, improved store productivity, and deeper digital engagement

WHOLESALE GROWTH - Wholesale revenue rose 54% in Q4, attributed to earlier shipments for Spring/Summer and higher in-season orders from wholesale partners

PRODUCT AND BRAND INITIATIVES - New product launches and brand campaigns supported customer recruitment and repeat purchases

Company press release: ID:nBw5GmRNLa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
C$453.30 mln
C$411.99 mln (8 Analysts)
Q4 Adjusted EPS
C$0.37


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories peer group is "buy."

Wall Street's median 12-month price target for Canada Goose Holdings Inc is C$12.50, about 14.5% below its May 13 closing price of C$14.62

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)