Added to YB: 2026-09-18
Pitch date: 2026-09-16
GOOS [bullish]
Canada Goose Holdings Inc.
Author Info
No bio for this author
Company Info
Canada Goose Holdings Inc., together with its subsidiaries, designs, manufactures, and sells performance luxury outerwear, apparel, footwear, and accessories for men, women, youth, children, and babies.
Market Cap
CAD 1.0B
Pitch Price
N/A
Price Target
13.00
Dividend
N/A
EV/EBITDA
4.87
P/E
17.85
EV/Sales
1.07
Sector
Textiles, Apparel and Luxury Goods
Category
value
Canada Goose: HOLD - C$13.00 target. Attractive valuation meets three near-term risks: unquantified US tariff exposure, deteriorating DTC trends and inventory building into a warm winter.
GOOS (hold): Canada Goose is a hold with a C$13.00 target, or 16% upside, despite trading at 5.1x post-IFRS 16 and 6.1x pre-IFRS 16 EBITDA, below Roots’ recent negotiated take-private multiple. FY2026 revenue rose 13.3%, but SG&A grew 25.4% and adjusted EBIT margin fell to 9.7%. A 50% US tariff excluded from guidance, negative DTC comps and inventory up 11% ahead of a warm-winter forecast preclude a long.
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