Canada Goose Holdings, Inc. · TSX:GOOS
Canada Goose — Q3 2026 Earnings Presentation
19 slides from Canada Goose's earnings presentation, Feb 5, 2026
Slide 1: Q3 Earnings FY26
FY26 FEBRUARY 5, 2026 Q3 EARNINGS
Slide 2: Disclaimer
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. This presentation does
Slide 3: Disclaimer: Non-IFRS Financial Measures
DISCLAIMER NON-IFRS FINANCIAL MEASURES AND OTHER SPECIFIED FINANCIAL MEASURES This presentation includes references to certain non-IFRS financial measures such as adjusted EBIT, adjusted net income (loss) attributable to shareholders of the Company, net debt and constant currency revenue and certain
Slide 4: Presenters
DANI REISS NEIL BOWDEN CARRIE BAKER BETH CLYMER CHIEF CHIEF PRESIDENT, PRESIDENT, EXECUTIVE OFFICER FINANCIAL OFFICER BRAND & COMMERCIAL CHIEF OPERATING OFFICER Q3 FY26 EARNINGS
Slide 5: Dani Reiss, Chief Executive Officer
DANI REISS CHIEF EXECUTIVE OFFICER Q3 FY26 EARNINGS
Slide 6: FY26 Key Operating Imperatives
FY26 KEY OPERATING IMPERATIVES EXPANDING OUR PRODUCT BUILDING BRAND HEAT DRIVING BUSINESS EXPANSION OPERATING EFFICIENTLY OFFERING TO ENHANCE THROUGH FOCUSED THROUGH STRATEGIC WITH PACE AND YEAR-ROUND RELEVANCE MARKETING INVESTMENTS CHANNEL DEVELOPMENT ACCOUNTABILITY Q3 FY26 EARNINGS
Slide 7: Expanding Our Product Offering to Enhance Year-Round Relevance
EXPANDING OUR PRODUCT OFFERING TO ENHANCE YEAR-ROUND RELEVANCE • Expanded assortment continued to resonate with customers • Lighter-weight styles drove growth, down-filled product sales posted solid y/y gains • Revenue from newness more than doubled y/y OAKBROOKE, CHICAGO Q3 FY26 EARNINGS
Slide 8: Building Brand Heat Through Focused Marketing Investments
BUILDING BRAND HEAT THROUGH FOCUSED MARKETING INVESTMENTS • Global campaigns amplified visibility of FW25 and new Snow Goose Collections • Upper funnel marketing investment supported increase in brand desire, brand momentum, and social media followers • Improved lower-funnel efficiency with y/y incr
Slide 9: Driving Business Expansion Through Strategic Channel Development
DRIVING BUSINESS EXPANSION THROUGH STRATEGIC CHANNEL DEVELOPMENT DTC Network • Q3 DTC comparable sales grew1 6% y/y led by North America and Asia Pacific • Four consecutive quarters of positive DTC comparable sales growth1 • Strategically relocated Milan store, and opened three new stores (Chicago,
Slide 10: FY26 Key Operating Imperatives: Operating Efficiently
FY26 KEY OPERATING IMPERATIVES OPERATING EFFICIENTLY WITH PACE AND ACCOUNTABILITY Q3 FY26 EARNINGS
Slide 11: Neil Bowden, Chief Financial Officer
NEIL BOWDEN CHIEF FINANCIAL OFFICER Q3 FY26 EARNINGS
Slide 12: Q3 FY26 Revenue Results
Q3 FY26 REVENUE RESULTS Q3 FY26 REVENUE INCREASED 14% Y/Y (13% in CC 1) $694.5M +14% Reported; +13% cc1 • Revenue growth led by strong performance in DTC and Wholesale in North America and Asia Pacific • DTC comparable sales2 up 6% 1 CONSTANT CURRENCY REVENUE (CC ) IS A NON-IFRS FINANCIAL MEASURE. S
Slide 13: Q3 FY26 Channel Performance
Q3 FY26 CHANNEL PERFORMANCE (in $M of Canadian dollars) (Y/Y variances in constant currency) DTC Others Wholesale DTC • DTC revenue increased 14% y/y (+13% cc1) to $591.0m, driven by +13% store and e-commerce growth • DTC comparable sales 2 grew 6% y/y, marking four consecutive months of positive DT
Slide 14: Q3 FY26 Geographic Performance
Q3 FY26 GEOGRAPHIC PERFORMANCE (in $M of Canadian dollars) (Y/Y variances in constant currency) NORTH AMERICA • North America revenue of $303.1m, up 20% y/y in reported and cc1. DTC EMEA APAC NA comparable sales growth2 in the high single digits supported by strong +13% traffic and conversion • Whol
Slide 15: Q3 FY26 Income Statement
Q3 FY26 INCOME STATEMENT (in $M of Canadian dollars, except per share amounts) Q3 FY26 % of Q3 FY25 % of Revenue Revenue Revenue 694.5 607.9 Y/Y change (reported) 14.2% (0.3%) • Gross margin declined 40 basis points y/y to 74.0%, largely due to Gross profit 513.8 74.0% 452.0 74.4% product mix, parti
Slide 16: Q3 FY26 Key Balance Sheet Items
Q3 FY26 KEY BALANCE SHEET ITEMS (in $M of Canadian dollars) December 28, December 29, 2025 2024 Cash 346.9 285.2 • Q3 FY26 inventory levels flat y/y, reflecting strong demand and tighter inventory management Net debt1 413.0 546.4 • Inventory turns increased 16% y/y to 1.1x • Lower net debt1 y/y due
Slide 17: Cost Discipline and Margin Expansion Roadmap
COST DISCIPLINE AND MARGIN EXPANSION ROADMAP • Clear initiatives to support Adjusted EBIT margin expansion in FY27 and beyond: • Operate more efficiently • Sharpen labour models and drive higher labour productivity • Improve Marketing efficiency • Continue disciplined corporate expense management •
Slide 18: Neil Bowden, Chief Financial Officer
NEIL BOWDEN CHIEF FINANCIAL OFFICER Q3 FY26 EARNINGS
Slide 19: Q&A
Q&A
Canada Goose Holdings — Q3 2026 Earnings Presentation on 6ix