Canada Goose Holdings, Inc. · TSX:GOOS
Canada Goose — Q2 FY2027 Earnings Presentation
19 slides from Canada Goose's earnings presentation, November 2026
Slide 1: Q2 FY27 Earnings Presentation
Q2 FY27 EARNINGS PRESENTATION
Slide 2: Disclaimer
Q2 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: Presentation of Financial Information
Q2 FY27 EARNINGS 3 DISCLAIMER PRESENTATION OF FINANCIAL INFORMATION On August 10, 2026, the Company closed the sale of Baffin Limited, reflecting the Company's continued focus on simplifying the business and on its key strategic priorities. As a result, the financial results are presented on a conti
Slide 4: Disclaimer: Constant Currency Revenue, Net Debt
Q2 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: Dani Reiss, Neil Bowden, Carrie Baker, Beth Clymer
Q2 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
Q2 FY27 EARNINGS 6 DANI REISS Chief Executive Officer
Slide 7: FY27 Strategic Priorities
Q2 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
Q2 FY27 EARNINGS 8 DEEPEN BRAND DESIRE AND TRANSLATE MOMENTUM INTO DEMAND Natural Intelligence, our new brand platform, drove reach and brand engagement that exceeded benchmarks Expanded cultural relevance through collaborations with Keanu Reeves and ARCH Motorcycle Racing, and Ewan McGregor’s TRUE
Slide 9: Build a Repeatable Product Playbook
Q2 FY27 EARNINGS 9 BUILD A REPEATABLE PRODUCT PLAYBOOK Apparel, wind wear, and rainwear continued to perform well in Q2 FY27, building on the strong response in Q1 FY27 Continued growth in core cold-weather outerwear with growth across key styles year-over-year
Slide 10: Improve Channel Productivity and Capital Efficiency
Q2 FY27 EARNINGS 10 IMPROVE CHANNEL PRODUCTIVITY AND CAPITAL EFFICIENCY WHOLESALE Strong performance reflects partner confidence in brand and growing demand for broader product assortment Spring/Summer 2027 order book grew significantly over last year DIRECT-TO-CONSUMER Advanced DTC capabilities wit
Slide 11: Neil Bowden, Chief Financial Officer
Q2 FY27 EARNINGS 11 NEIL BOWDEN Chief Financial Officer
Slide 12: Q2 FY27 Revenue Results
Q2 FY27 EARNINGS 12 Q2 FY27 REVENUE RESULTS Q2 FY27 total revenue increased 5% Y/Y with $274m growth across all our channels +6% Reported;+5% cc1 DTC comparable sales2 declined 7.5%, driven primarily by lower store traffic, not sufficiently offset by conversion gains and strength in ecommerce 1 Cons
Slide 13: Q2 FY27 Geographic Performance
Q2 FY27 EARNINGS 13 Q2 FY27 GEOGRAPHIC PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) ASIA PACIFIC EMEA NA APAC Solid growth in both DTC and wholesale channels 5% DTC comparable sales2 declined 4% Y/Y, as softer store traffic and product availability constr
Slide 14: Q2 FY27 Channel Performance
Q2 FY27 EARNINGS 14 Q2 FY27 CHANNEL PERFORMANCE (in $M of Canadian dollars) (unaudited) (Y/Y variances in constant currency1) Others Wholesale DTC 5% DTC DTC up 1% Y/Y supported by mew store sales and e-commerce growth, partially offset by lower DTC comparable sales2 E-commerce delivered positive co
Slide 15: Income Statement
Q2 FY27 EARNINGS 15 INCOME STATEMENT (in $M of Canadian dollars) Q2FY27 % of Q2FY26 % of Revenue Revenue Revenue 274.0 258.8 Gross Margin up 280 basis points Y/Y to 66.8% due to favorable product mix, production efficiencies, and favorability from freight and Y/Y change (reported) 6% duty Gross prof
Slide 16: Key Balance Sheet Items
Q2 FY27 EARNINGS 16 KEY BALANCE SHEET ITEMS (in $M of Canadian dollars) Sep 27, 2026 Sep 28, 2025 (reclassified) Inventory dollars increased Y/Y reflecting lower than planned DTC sales, an expanded product assortment, larger wholesale order book, and Cash 87.1 94.2 planned production growth to suppo
Slide 17: Reiterating FY27 Financial Outlook
Q2 FY27 EARNINGS 17 Reiterating FY27 Financial Outlook1 Metric Outlook Drivers Increase by approximately low-single digits Y/Y on a Total Revenue Growth (%) • Supported by DTC and Wholesale growth constant currency basis2 • Gross margin expansion Adjusted EBIT Margin3 11% to 12% • Balancing investme
Slide 18: FY27 Outlook - Adjusted EBIT Margin Drivers
Q2 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 Pricing and manufacturing and operational efficiencies Gross Margin Expansion Headwind Newly enac
Slide 19: Q&A
CANADA GOOSE, Q2 FY27 EARNINGS Q&A 19
Canada Goose Holdings — Q2 FY2027 Earnings Presentation on 6ix