Canada Goose Holdings, Inc. · TSX:GOOS
Canada Goose — Q1 FY2027 Earnings Presentation
19 slides from Canada Goose's earnings presentation, August 2026
Slide 1: Q1 FY27 Earnings Presentation
Q1 FY27 EARNINGS PRESENTATION
Slide 2: Disclaimer
Q1 FY27 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
Q1 FY27 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
Q1 FY27 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: Presenters
Q1 FY27 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
Q1 FY27 EARNINGS 6 DANI REISS Chief Executive Officer
Slide 7: FY27 Strategic Priorities
Q1 FY27 EARNINGS 7 FY27 STRATEGIC PRIORITIES DEEPEN BRAND DESIRE AND TRANSLATE BUILD A REPEATABLE IMPROVE CHANNEL PRODUCTIVITY MOMENTUM INTO DEMAND PRODUCT PLAYBOOK AND CAPITAL EFFICIENCY
Slide 8: Deepen Brand Desire and Translate Momentum into Demand
Q1 FY27 EARNINGS 8 DEEPEN BRAND DESIRE AND TRANSLATE MOMENTUM INTO DEMAND Brand desirability and awareness outperformed competitive benchmarks in key markets Brand momentum reflected in double-digit ecommerce traffic growth Y/Y and strong new customer acquisition Planned marketing investments aligns
Slide 9: Build a Repeatable Product Playbook
Q1 FY27 EARNINGS 9 BUILD A REPEATABLE PRODUCT PLAYBOOK SS26 collection drove growth in Apparel, Rainwear and Windwear, expanding to ~40% of Q1 revenue. These categories now exceed total revenue generated in Q1 FY19 Growth of Down-filled outerwear and warmer-season categories demonstrates expansion o
Slide 10: Improve Channel Productivity and Capital Efficiency
Q1 FY27 EARNINGS 10 IMPROVE CHANNEL PRODUCTIVITY AND CAPITAL EFFICIENCY WHOLESALE Strong performance reflects strong order book, in-season reorders for SS26 collection, and shipment timing Reflects partner confidence in brand and growing demand for broader product assortment DIRECT-TO-CONSUMER DTC r
Slide 11: Neil Bowden, Chief Financial Officer
Q1 FY27 EARNINGS 11 NEIL BOWDEN Chief Financial Officer
Slide 12: Q1 FY27 Revenue Results
Q1 FY27 EARNINGS 12 Q1 FY27 REVENUE RESULTS $118.9m Q1 FY27 total revenue increased 9% Y/Y driven by growth in our higher +10% Reported;+9% cc1 margin channels 1 Constant currency revenue (cc) is a non-IFRS financial measure. See Non-IFRS Financial Measures and Other Specified Financial Measures for
Slide 13: Q1 FY27 Channel Performance
Q1 FY27 EARNINGS 13 Q1 FY27 CHANNEL PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) Others Wholesale DTC 9% DTC DTC up 7% Y/Y driven by double digit growth in e-commerce DTC comparable sales decline2 of 3% Y/Y due to lower traffic in retail stores WHOLESALE
Slide 14: Q1 FY27 Geographic Performance
Q1 FY27 EARNINGS 14 Q1 FY27 GEOGRAPHIC PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) ASIA PACIFIC EMEA NA APAC Growth driven by strong performance in both DTC and Wholesale 9% Continued strength in e-commerce and improved conversion across several key stor
Slide 15: Income Statement
Q1 FY27 EARNINGS 15 INCOME STATEMENT (in $M of Canadian dollars) Q1FY27 % of Q1FY26 % of (unaudited) Revenue (unaudited) Revenue Revenue 118.9 107.8 Gross Margin up 100 basis points Y/Y to 62.4% due to favorable channel and regional sales mix Y/Y change (reported) 10% 22% Gross profit 74.2 62.4% 66.
Slide 16: Key Balance Sheet Items
Q1 FY27 EARNINGS 16 KEY BALANCE SHEET ITEMS (in $M of Canadian dollars) Jun 28, 2026 Jun 29, 2025 (unaudited) (unaudited) Inventory dollars increased Y/Y reflecting an expanded product assortment, larger wholesale orderbook, and planned production growth Cash 206.9 180.5 to support anticipated deman
Slide 17: Reiterating FY27 Financial Outlook
Q1 FY27 EARNINGS 17 Reiterating FY27 Financial Outlook1 Metric Outlook Drivers Increase by approximately low-single digits Y/Y on a • Growth led by DTC across stores and e-commerce Total Revenue Growth (%) constant currency basis2 • Wholesale contributes to revenue growth • Gross margin expansion Ad
Slide 18: FY27 Outlook - Adjusted EBIT Margin Drivers
Q1 FY27 EARNINGS 18 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 19: Q&A
CANADA GOOSE, Q1 FY27 EARNINGS Q&A 19
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