Inferra AI / Company / GOOS
Canada Goose
GOOS · Consumer Discretionary
Last earnings Feb 5, 2026
Key results
Revenuequarter
81.7%
We generated 81.7% and 78.1% of our annual wholesale revenue in the combined second and third fiscal quarters of fiscal 2025 and fiscal 2024, respectively.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
DTC revenuequarter
83.3%
Additionally, we generated 83.3% and 82.6% of our annual DTC revenue in the combined third and fourth fiscal quarters of fiscal 2025 and fiscal 2024, respectively.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Total revenuequarter
14.1 %
Page 9 of 38 Revenue Third quarter ended $ Change % Change CAD $ millions December 28, 2025 December 29, 2024 As reported Foreign exchange impact In constant currency 1 As reported In constant currency 1 DTC 591.0 517.8 73.2 (4.8) 68.4 14.1 % 13.2 % Wholesale 88.3 75.7 12.6 (2.1) 10.5 16.6 % 13.9 % Other 15.2 14.4 0.8 0.7 1.5 5.6 % 10.4 % Total revenue 694.5 607.9 86.6 (6.2) 80.4 14.2 % 13.2 % 1 Constant currency revenue is a non-IFRS financial measure.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
On a constant currency 1 basis, revenue increased by 13.2% for the third quarter ended December 28, 2025 compared to the third quarter ended December 29, 2024, reflecting the strengthening of the euro relative to the Canadian dollar in the current quarter.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Within our product categories compared to the third quarter ended December 29, 2024, revenue grew by 14.2% mainly driven by growth in down-filled outerwear, apparel and everyday.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Page 10 of 38 DTC Revenue from our DTC segment was $591.0m for the third quarter ended December 28, 2025 compared to $517.8m for the third quarter ended December 29, 2024.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Wholesale revenuequarter
$88.3m
Wholesale Revenue from our Wholesale segment was $88.3m for the third quarter ended December 28, 2025, compared to $75.7m for the third quarter ended December 29, 2024.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Other revenuequarter
$15.2m
Other Revenue from our Other segment was $15.2m for the third quarter ended December 28, 2025, compared to $14.4m for the third quarter ended December 29, 2024.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Net incomequarter
$138.0 million
Net income (loss) 138.0 143.6 (4.9) 75.9
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
AI analysis
Q2 2025 · reported Feb 5, 2026
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 81.7% | — | — |
| DTC revenue | 83.3% | — | — |
| Total revenue | 14.1 % | — | — |
| Wholesale revenue | $88.3m | — | — |
| Other revenue | $15.2m | — | — |
| Net income | $138.0 million | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
The Board of Directors of the Company has authorized the Company to repurchase up to 4,578,677 subordinate voting shares, representing approximately 10.0% of the Public Float (as defined in the rules of the TSX) for the subordinate voting shares as at October 27, 2025.
Under the Fiscal 2026 NCIB, the Company is allowed to repurchase daily, through the facilities of the TSX, a maximum of 58,127 subordinate voting shares, representing 25% of the average daily trading volume, as calculated per the TSX rules for the six-month period starting on May 1, 2025 and ending on October 31, 2025.
Event summary
Canada Goose Q2 2025 — We generated 81.7% and 78.1% of our annual wholesale revenue in the combined second and third fiscal quarters of fiscal 2025 and fiscal 2024, respectively.
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The Board of Directors of the Company has authorized the Company to repurchase up to 4,578,677 subordinate voting shares, representing approximately 10.0% of the Public Float (as defined in the rules of the TSX) for the subordinate voting shares as at October 27, 2025.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Under the Fiscal 2026 NCIB, the Company is allowed to repurchase daily, through the facilities of the TSX, a maximum of 58,127 subordinate voting shares, representing 25% of the average daily trading volume, as calculated per the TSX rules for the six-month period starting on May 1, 2025 and ending on October 31, 2025.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
The repurchases made under the ASPP will be made in accordance with certain purchasing parameters and will continue until the earlier of the date in which the Company has purchased the maximum value of subordinate voting shares pursuant to the Fiscal 2026 NCIB or upon the date of expiry of the Fiscal 2026 NCIB.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Since the commencement of the bid on November 10, 2025, the Company made no repurchases under the Fiscal 2026 NCIB.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
During the three quarters ended December 28, 2025 and the three quarters ended December 29, 2024, the Company made no repurchases under the normal course issuer bid in place.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Borrowings have historically increased in the first and second quarters and been repaid in the balance of the year.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Strategy & priorities
The Company will continually assess the adequacy of the Company s capital structure and capacity and make adjustments within the context of the Company s strategy, economic conditions, and risk characteristics of the business.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Instead, they are based on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, and other future conditions.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
They appear in many places throughout this MD A and include statements regarding our intentions, beliefs, or current expectations concerning, among other things, our results of operations, financial condition, liquidity, business prospects, growth, strategies, expectations regarding industry trends and the size and growth rates of addressable markets, our business plan, and our growth strategies, including plans for expansion to new markets and new products, expectations for seasonal trends, and the industry in which we operate.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Certain assumptions made in preparing the forward-looking statements contained in this MD A include our ability to implement our growth strategies our ability to maintain strong business relationships with our customers, suppliers, wholesalers, and distributors our ability to keep pace with changing consumer preferences our ability to protect our intellectual property our ability to adapt to changes to our business as a whole due to environmental, social and governance ( ESG ) considerations Canada Goose Holdings Inc.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
We intend to continue investing in design, innovation, merchandising, and the development and introduction of new products, including talent development, as well as expanding offerings in our existing product categories, across styles, uses, and climates that have varying margin profiles.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Risks & headwinds
Litigation and other contingencies in our fiscal 2025 Annual Financial Statements for previously disclosed information on the matter.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Page 1 of 38 the continued absence of material global supply chain disruptions to our business, and our ability to fulfill demand and maintain sufficient inventory levels, which we continue to monitor our ability to adapt to changing macroeconomic and international trade conditions, including interest rates, currency exchange rates, or enacted tariffs (and retaliatory measures), possible changes therefrom and other trade restrictions and the absence of material adverse changes in our industry or the global economy.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
We are subject to risks and exposures from the evolving macroeconomic environment, including supply chain disruptions, economic uncertainty, customer budgetary constraints, the imposition of new tariffs or trade restrictions, including tariffs imposed by the United States, ongoing trade discussions and potential changes in trade relations between Canada and the United States, Mainland China and the United Kingdom, inflation, and resulting fears of potential economic slowdowns or recessions, all of which may negatively impact consumer demand for our products.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
We are conscious of risks related to social, economic, and political instability, including geopolitical tensions, regulatory matters, market volatility, risks related to the international trade and tax environment (including tariffs, quotas and custom and other restrictions), and social unrest, each of which may be affecting consumer spending, international travel, credit markets, logistics, and foreign exchange in certain countries and travel corridors.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Each forward-looking statement contained in this press release is subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statement.
SEC original ↗Canada Goose — Earnings release (6-K exhibit)EX-99Feb 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- EX-99GOOS
Sep 10, 2026
- EX-99GOOS
Aug 10, 2026
- EX-99GOOS
Aug 10, 2026
- EX-99GOOS
Aug 10, 2026
- EX-99GOOS
Aug 5, 2026
- Q4 2025
- 6-KGOOS
Feb 5, 2026
- EX-99GOOS
Feb 5, 2026
- EX-99GOOS
Feb 5, 2026
- Q3 2025
- 6-KGOOS
Nov 6, 2025
- EX-99GOOS
Nov 6, 2025
- EX-99GOOS
Nov 6, 2025
- Q2 2025
- 6-KGOOS
Aug 25, 2025
- 6-KGOOS
Aug 11, 2025
- 6-KGOOS
Jul 31, 2025
- Q1 2025
- 6-KGOOS
Jun 27, 2025
- 6-KGOOS
Jun 5, 2025
- 20-FGOOS
May 21, 2025
- 6-KGOOS
- Q4 2024
- 6-KGOOS
Feb 6, 2025
- 6-KGOOS
Jan 27, 2025
- Q3 2024
- 6-KGOOS
Nov 19, 2024
- 6-KGOOS
Nov 7, 2024
- Q2 2024
- 6-KGOOS
Aug 2, 2024
- 6-KGOOS
Aug 1, 2024
- 6-KGOOS
Jul 12, 2024
- Q1 2024
- 6-KGOOS
- 20-FGOOS
May 16, 2024
- 6-KGOOS
May 16, 2024
- Q4 2023
- 6-KGOOS
Mar 26, 2024
- 6-KGOOS
Feb 1, 2024
- Q3 2023
- 6-KGOOS
Dec 20, 2023
Earnings releases
7 documentsPresentations
0 documentsNo presentations for Canada Goose are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Canada Goose are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.