Canada Goose Prepares For Its First Designer Capsule, But Is Still A Hold
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Canada Goose reported a 5% revenue decline in 2Q25, with both wholesale and DTC sales down 15%. The upcoming Snow Goose capsule aims to boost the brand, but its limited availability may not significantly impact sales. The company's valuation appears high given current challenges.
November 14, 2024 | 1:30 pm
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NEGATIVE IMPACT
Canada Goose's 2Q25 earnings show a 5% revenue decline, with both wholesale and DTC sales down 15%. The Snow Goose capsule launch may not significantly impact sales due to its limited availability. Valuation at 14x FY25E earnings seems high given ongoing challenges.
The 5% revenue decline and 15% drop in both wholesale and DTC sales indicate significant challenges for Canada Goose. The limited impact of the Snow Goose capsule and high valuation suggest potential downside risk for the stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100