Logotype for Canada Goose Holdings Inc

Canada Goose (GOOS) investor relations material

Canada Goose Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Canada Goose Holdings Inc
Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary3 Sep, 2025

Business evolution and financial performance

  • Achieved significant growth from $400M to $1.35B in revenue since 2017, with a 16% CAGR.

  • Transitioned from a single-category, North America-focused wholesale business to a global, year-round luxury apparel brand.

  • D2C now represents 75% of business, with 78 stores and 25% of D2C sales from e-commerce.

  • Gross margin stands at 70%, with operating margins of 40% in D2C and 33% in wholesale.

  • Q1 revenue grew 22% year-over-year, with 15% comp growth and improved operating margin.

Strategic initiatives and product innovation

  • Four operating imperatives: expanding luxury product year-round, increasing brand heat, channel expansion, and operational efficiency.

  • Significant investment in merchandising, product development, and design, led by Creative Director Heider Ackerman.

  • Launched Snowgoose designer capsule collections, generating brand buzz and media coverage.

  • Product assortment now features more color, styles, and silhouettes, resonating with consumers.

  • Non-down outerwear and new categories are driving momentum, while heavyweight down remains a core growth area.

Retail and channel execution

  • Standardized retail playbooks and improved in-store execution have driven conversion and comp sales growth.

  • Store productivity at CAD 4,000 per square foot, with room for improvement.

  • Wholesale channel reset completed in Europe; inventory levels are cleaner, reducing markdowns.

  • Wholesale expected to return to growth, with improved product assortment at key partners.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Canada Goose earnings date

Logotype for Canada Goose Holdings Inc
Q2 20266 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Canada Goose earnings date

Logotype for Canada Goose Holdings Inc
Q2 20266 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Cold Weather Luxury

Canada Goose is a luxury outerwear brand, and as suggested by their name, they’re a Canadian company through and through. Established in 1957 in Toronto, the brand has grown from a local producer of down-filled jackets to a global symbol of Arctic exploration and high-end fashion. Known for its premium down-filled parkas, coyote fur-trimmed hoods, and iconic circular logo patch, Canada Goose products promise warmth and durability, delivered in a timeless style. The brand has become a favorite not only among urbanites bracing for winter but also among polar researchers and mountaineers facing the harshest of climates.

The Beginnings

Founded in 1957 by Sam Tick, Canada Goose began its journey as a small warehouse in Toronto under the name "Metro Sportswear Ltd." Over the decades, it earned a reputation for crafting warm, high-quality outdoor apparel such as down-filled jackets, snowsuits, and vests. The company changed its name to Canada Goose in the 2000s, a rebranding that echoed its flagship product and solidified its identity. As demand grew, so did its international presence, transitioning from a local outfit to a global luxury brand.

A Commitment to Quality

Canada Goose's claim to fame lies in its meticulous approach to crafting outerwear. Primarily known for its down-filled jackets which ensure a high level of warmth, without sacrificing style. Each jacket boasts premium Canadian down, a proprietary fabric called Arctic Tech that's both water-resistant and durable, and coyote fur-trimmed hoods. While the jackets are their most well-known products, the company's product line extends to parkas, lightweight down jackets, raincoats, and even knitwear. Their commitment to quality is unwavering, as is their commitment to producing their products locally in Canada. Two examples of publicly traded companies producing products for a similar market are Moncler and The North Face, the latter being a part of the V.F Corporation.

The Adventurers Choice

Over the years, Canada Goose has strategically positioned itself as the go-to brand for genuine explorers, adventurers, and researchers working in extreme conditions. Their marketing campaigns often spotlight stories of Arctic adventurers, mountaineers, and other outdoor professionals who trust the brand to protect them against the harshest weather conditions.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage