Canada Goose (GOOS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this high-end coat maker have returned +2.1% over the past month versus the Zacks S&P 500 composite's +2.2% change. The Zacks Retail - Apparel and Shoes industry, to which Canada Goose belongs, has gained 5.6% over this period. Now the key question is: Where could the stock be headed in the near term? ...

Canada Goose (GOOS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this high-end coat maker have returned -18.6% over the past month versus the Zacks S&P 500 composite's -6.5% change. The Zacks Retail - Apparel and Shoes industry, to which Canada Goose belongs, has lost 7.9% over this period. Now the key question is: Where could the stock be headed in t ...

财务数据和关键指标变化 - 第一季度收入为8810万加元,同比增长4%,反映了该季度相对较小的规模 [9] - 直营渠道销售增长13%,线上销售在北美和欧洲有所下降 [24][25] - 批发渠道收入下降41%,反映了公司收紧供给以及优化批发关系 [32][33] - 毛利润下降5%,毛利率下降540个基点至59.7%,主要受制造厂的固定成本基数影响以及产品和渠道结构变化 [48][49][50][51][52][53] - 调整后EBIT亏损9600万加元,同比增加亏损,主要由于毛利下降和新增门店成本增加,部分被企业SG&A费用下降所抵消 [54] 各条业务线数据和关键指标变化 - 重型羽绒服以外的产品线如服装、风衣和鞋履在第一季度表现强劲,销量同比增长20% [26][27] - 重型羽绒服销售占比下降,带动平均售价下降,但有利于公司成为全年化品牌 [27][28] - 公司正在进一步拓展服装、风衣、鞋履等非重型羽绒产品线,预计未来将带来毛利增长 [109][110] 各个市场数据和关键指标变化 - 亚太地区是公司最快增长的地区,收入同比增长25%,主要受益于中国内地和日本的强劲需求 [37][38][39] - 中国内地和日本门店及线上销售表现强劲,同店销售均实现双位数增长 [38][39] - 大中华区除中国内地的其他地区如香港、澳门和台湾受到较大压力 [40][41] - 北美地区收入下降3%,美国增长2%而加拿大下降7%,主要受线上和批发销售下降影响 [41][42][43][44][45] - 欧洲地区收入下降11%,主要受批发销售下降影响,但5月至6月直营销售有所改善 [45][46][47] 公司战略和发展方向及行业竞争 - 公司正在通过引入创意总监Haider Ackermann来推动品牌和产品的进化,预计将带来更大的品牌热度和商业成果 [63][64][99][100][147] - 公司正在优化零售执行,包括提升销售培训、强化门店运营和改善产品供给,以提升客户体验和销售效率 [72][73][74][75][76][77][78][79][80][81][82][83] - 公司正在简化运营,通过精简人员、提高效率和优化资本投入来提升盈利能力 [85][86][87][88][89][90] - 公司认为有足够的增长空间,凭借自身的品牌力、制造优势和人才团队,有信心实现长期可持续增长 [13] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管宏观环境动态,但公司正专注于执行内部的关键举措,有信心实现年度预期 [21][22] - 管理层对中国内地和日本市场的表现感到鼓舞,认为这反映了品牌实力和直营渠道发展的成果 [38][39] - 管理层对北美市场的表现感到不满意,但相信通过改善产品供给和营销投放可以提升表现 [43][44][45] - 管理层对公司未来的发展前景保持乐观,认为正在执行的关键举措将为长期可持续增长奠定基础 [94] 其他重要信息 - 公司发布了2024财年的可持续发展报告,在减碳、负责任采购和社区关系等方面取得进展 [14][15][16][17][18][19] - 公司在第一季度完成了上一财年末的组织优化,提高了运营效率和员工满意度 [85][86][87][88][89][90] - 公司大幅降低了资本支出,并通过优化存货水平提升了营运资金效率 [90][91][92] 问答环节重要的提问和回答 问题1 **Oliver Chen 提问** Haider Ackermann的加入如何与公司非重型羽绒产品线的进展相结合?这对毛利率会有什么影响? [97][98] **Dani Reiss 回答** Haider Ackermann是一位非常出色的设计师,他完全理解公司的品牌DNA,未来将为公司带来更多富有创意的产品。这不仅会提升产品组合,也将为品牌带来更大的热度和吸引力。公司对Haider的加入充满信心,相信他的设计将推动公司向高端luxury品牌的转型。 [99][100][101] 问题2 **Alex Perry 提问** 公司如何看待未来各季度的直营同店销售增长?预计在最旺季能否实现正增长? [112][113] **Dani Reiss 回答** 公司没有提供具体的季度同店销售指引,但认为通过优化零售执行,到最旺季时能够实现正增长,从而实现全年低单位数的同店销售增长目标。这需要一定时间来完成,但管理层相信公司的举措将产生成效。 [113][114] 问题3 **Michael Vu 提问** 随着产品组合向非重型羽绒转变,公司是否看到客户群发生变化,特别是在不同地区? [125][126][127][128][129][130][131][132] **Carrie Baker 回答** 公司一直致力于吸引广泛的客户群,从年轻一代到老客户群都是公司的目标。产品组合的变化并未带来客户群的显著变化,公司的方法是确保品牌在相关文化中保持相关性,并根据不同地区的特点采取针对性的营销策略。 [130][131][132]

Oleg_Ermak/iStock via Getty Images This article reviews Canada Goose Holdings Inc.'s (NYSE:GOOS) 1Q25 (June 2024) results and earnings call. It also revisits my previous Hold rating, which I have maintained on the stock since March 2024. The results were not good and were not in line with expectations, as the company is facing increasing headwinds in retail and wholesale and is trying to restructure its strategy, as discussed in detail in the 4Q24 article. However, these results are not particularly meaning ...

业绩总结 - Q1 FY25总收入为8810万加元，同比增长4%（按固定汇率计算增长3%）[6] - DTC（直接面向消费者）收入达到6310万加元，同比增长13%（按固定汇率计算增长12%）[8] - 批发收入为1600万加元，同比下降41%（按固定汇率计算下降42%）[8] - Q1 FY25毛利为5260万加元，毛利率为59.7%，较去年下降540个基点[11] - Q1 FY25净亏损为7740万加元，每股净亏损为0.80加元[11] 用户数据 - 亚洲太平洋地区收入为3080万加元，同比增长26%（按固定汇率计算增长25%）[10] - 北美地区收入为4040万加元，同比下降3%（按固定汇率计算下降3%）[10] 未来展望 - FY25财年预计收入将低位增长，批发收入预计下降20%[14] - FY25调整后的每股净收入预计同比增长中位数十个百分点[14] 库存与运营 - Q1 FY25库存余额同比减少7%，降至522百万美元[19] - Q1 FY25库存周转率同比增加6%，达到0.84[19] - Q1 FY25降低了库存水平，计划和临时降低与第三方及内部制造的生产水平[19] 新策略与技术投资 - Q1 FY25实施了最佳零售执行，提升了客户体验[18] - Q1 FY25优先投资于技术，放缓了新店开设[18] - Q1 FY25优化了劳动时间，以应对最繁忙的时段[18] - Q1 FY25缩减SKU数量，以展示需求产品并为新产品做准备[18] - Q1 FY25通过测试新运输路线，提高了产品市场速度[18] - Q1 FY25公司内部运营效率进一步提升，精简了全球产品开发和采购团队[18]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

Canada Goose (GOOS) came out with a quarterly loss of $0.58 per share versus the Zacks Consensus Estimate of a loss of $0.60. This compares to loss of $0.52 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 3.33%. A quarter ago, it was expected that this high-end coat maker would post earnings of $0.07 per share when it actually produced earnings of $0.14, delivering a surprise of 100%. Over the last four quarters, the company h ...

Canada Goose Holdings Inc. Condensed Consolidated Interim Financial Statements As at and for the first quarter ended June 30, 2024 and July 2, 2023 (Unaudited) Attributable to: Shareholders of the Company (77.4) (81.1) Non-controlling interest 3.4 (3.9) Net loss (74.0) (85.0) Loss per share attributable to shareholders of the Company Basic and diluted 4 $ (0.80) $ (0.78) Condensed Consolidated Interim Statements of Loss (unaudited) (in millions of Canadian dollars, except per share amounts) | --- | --- | -- ...

文章核心观点 - 加拿大鹅公司(GOOS)最新收盘价为11.40美元,较前一交易日上涨1.97%,超过标普500指数1.11%的涨幅[1] - 过去一个月,公司股价下跌15.11%,低于零售-批发板块2.12%和标普500指数1.16%的跌幅[2] - 公司将于2024年8月1日公布财报,预计每股收益为-0.60美元,同比下降15.38%;预计收入为6347万美元,同比增长0.52%[3] - 全年来看,公司预计每股收益为0.81美元,同比增长10.96%;收入为9.81亿美元,同比下降0.55%[4] 行业分析 - 分析师对公司业务健康状况和盈利能力持乐观态度,体现在上调了公司业绩预期[5][6] - 公司目前为Zacks排名第4(卖出)的股票,行业平均市盈率为14.48倍,公司市盈率为13.8倍,低于行业平均水平[7][8] - 公司市盈率增长比率(PEG)为0.67,低于行业平均水平2.06[9] - 公司所属的零售-服装鞋类行业目前在250多个行业中排名靠后,位于底部27%[10][11]

TradingView Do you have a news tip for Investopedia reporters? Please email us at tips@investopedia.com Key Takeaways Wedbush initiated coverage of Canada Goose with an oiutperform rating and price target of $21. The shares rose Friday. The analysts called the stock "un-loved" and cited steps to slow store growth and cut spending. Wedbush said Canada Goose can benefit from becoming a more "year-round" brand. Shares of Canada Goose flew higher today, lifted by an upbeat take by Wedbush analysts who called th ...