Canada Goose Holdings, Inc. · TSX:GOOS
Canada Goose — Q4 FY26 Earnings Presentation
21 slides from Canada Goose's earnings presentation, May 14, 2026
Slide 1: Q4 FY26 Earnings Deck
Q4 FY26 EARNINGS DECK
Slide 2: Disclaimer
Q4 FY26 EARNINGS 2 DISCLAIMER GENERAL All references in this presentation to “Canada Goose”, the “Company”, “we”, “our”, “us” or similar terms refer to Canada Goose Holdings Inc., together with its subsidiaries. This presentation has been prepared by Canada Goose solely for information purposes. Thi
Slide 3: Disclaimer
Q4 FY26 EARNINGS 3 DISCLAIMER Although we base the forward-looking statements contained in this presentation on assumptions that we believe are reasonable, we caution readers that actual results and developments (including our results of operations, financial condition and liquidity, and the develop
Slide 4: Disclaimer
Q4 FY26 EARNINGS 4 DISCLAIMER Constant currency revenue Constant currency revenue is calculated by translating the prior year reported amounts into comparable amounts using a single foreign exchange rate for each currency calculated based on the current period exchange rates. We use, and believe tha
Slide 5: Dani Reiss, Neil Bowden, Carrie Baker, Beth Clymer
Q4 FY26 EARNINGS 5 DANI REISS NEIL BOWDEN CARRIE BAKER BETH CLYMER Chief Executive Officer Chief Financial Officer President, Brand & Commercial President, Chief Operating Officer
Slide 6: Dani Reiss, Chief Executive Officer
Q4 FY26 EARNINGS 6 DANI REISS Chief Executive Officer
Slide 7: FY26 Operating Imperatives
Q4 FY26 EARNINGS 7 FY26 OPERATING IMPERATIVES EXPANDING OUR PRODUCT BUILDING BRAND HEAT DRIVING BUSINESS EXPANSION OPERATING EFFICIENTLY OFFERING TO ENHANCE THROUGH FOCUSED MARKETING THROUGH STRATEGIC WITH PACE AND YEAR-ROUND RELEVANCE INVESTMENTS CHANNEL DEVELOPMENT ACCOUNTABILITY
Slide 8: Expanding Our Product Offering to Enhance Year-Round Relevance
Q4 FY26 EARNINGS 8 EXPANDING OUR PRODUCT OFFERING TO ENHANCE YEAR-ROUND RELEVANCE Expanded assortment continued to resonate with customers Launched largest Spring/Summer 26 mainline collection earlier than prior years, strengthening presence across the shoulder season Balanced product growth, led by
Slide 9: Building Brand Heat Through Focused Marketing Investments
Q4 FY26 EARNINGS 9 BUILDING BRAND HEAT THROUGH FOCUSED MARKETING INVESTMENTS Strengthened brand desire and momentum versus competitive benchmarks in priority markets Campaigns drove higher DTC traffic and conversion around key launches, supporting full-price sell-through and luxury positioning
Slide 10: Driving Business Expansion Through Strategic Channel Development
Q4 FY26 EARNINGS 10 DRIVING BUSINESS EXPANSION THROUGH STRATEGIC CHANNEL DEVELOPMENT DTC Network Improved execution through stronger merchandising, healthier inventory, and better conversion Meaningful e-commerce growth driven by improved discovery, content, and personalization Wholesale Channel res
Slide 11: FY26 Operating Imperatives
Q4 FY26 EARNINGS 11 FY26 OPERATING IMPERATIVES EXPANDING OUR PRODUCT BUILDING BRAND HEAT DRIVING BUSINESS EXPANSION OPERATING EFFICIENTLY OFFERING TO ENHANCE THROUGH FOCUSED MARKETING THROUGH STRATEGIC WITH PACE AND YEAR-ROUND RELEVANCE INVESTMENTS CHANNEL DEVELOPMENT ACCOUNTABILITY
Slide 12: FY27 Strategic Priorities
Q4 FY26 EARNINGS 12 FY27 STRATEGIC PRIORITIES DEEPEN BRAND DESIRE AND TRANSLATE BUILD A REPEATABLE IMPROVE CHANNEL PRODUCTIVITY MOMENTUM INTO DEMAND PRODUCT PLAYBOOK AND CAPITAL EFFICIENCY
Slide 13: Neil Bowden, Chief Financial Officer
Q4 FY26 EARNINGS 13 NEIL BOWDEN Chief Financial Officer
Slide 14: Q4 FY26 Revenue Results
Q4 FY26 EARNINGS 14 Q4 FY26 REVENUE RESULTS Q4 FY26 total revenue increased 18% Y/Y, with $453.3m broad-based growth across all channels and regions 18% Y/Y Reported and cc1 DTC comparable sales growth2 was 10% 1 Constant currency revenue (cc) is a non-IFRS financial measure. See Non-IFRS Financial
Slide 15: Q4 FY26 Channel Performance
Q4 FY26 EARNINGS 15 Q4 FY26 CHANNEL PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) Others Wholesale DTC 18% DTC DTC comparable sales2 increased 10% Y/Y led by e-commerce, supported by store growth WHOLESALE Wholesale benefitted from continued reset of the c
Slide 16: Q4 FY26 Geographic Performance
Q4 FY26 EARNINGS 16 Q4 FY26 GEOGRAPHIC PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) EMEA APAC NA NORTH AMERICA 18% DTC comparable sales2 declined 1%, as improved conversion was offset by traffic pressure Strong e-commerce growth, reflecting underlying dem
Slide 17: Income Statement
Q4 FY26 EARNINGS 17 INCOME STATEMENT (in $M of Canadian dollars) Q4FY26 % of Q4FY25 % of (unaudited) Revenue Revenue Revenue 453.3 384.6 Gross Margin down 170 basis points Y/Y primarily due to product mix, reflecting the earlier release of Spring/Summer 26 Y/Y change (reported) 18% 7% collection, a
Slide 18: Key Balance Sheet Items
Q4 FY26 EARNINGS 18 KEY BALANCE SHEET ITEMS (in $M of Canadian dollars) Mar 29, 2026 Mar 30, 2025 (unaudited) Inventory dollars were relatively flat Y/Y, reflecting strong demand and Cash 408.2 334.4 tighter inventory management, with turns improving to 1.2x (+20% Y/Y), supported by improved plannin
Slide 19: FY27 Financial Outlook
Q4 FY26 EARNINGS 19 FY27 Financial Outlook1 Metric Outlook Drivers • Growth led by DTC across stores and e- Increase by approximately low-single digits Y/Y Total Revenue Growth (%) commerce on a constant currency basis2 • Wholesale contributes to revenue growth • Gross margin expansion Adjusted EBIT
Slide 20: FY27 Outlook - Adjusted EBIT Margin Drivers
Q4 FY26 EARNINGS 20 FY27 Outlook1 - Adjusted EBIT Margin2 Drivers Drivers H1 FY27 H2 FY27 Revenue Growth Growth in DTC and Wholesale Channels ~25% of full-year revenue ~75% of full-year revenue Tailwind Gross Margin Expansion Pricing and manufacturing and operational efficiencies SG&A Leverage Fixed
Slide 21: Q4 FY26 Earnings Q&A
CANADA GOOSE, Qa FY26 EARNINGS Q&A 21
Canada Goose Holdings — Q4 FY26 Earnings Presentation on 6ix