TSE:GOOS

Canada Goose Holdings (GOOS.TO)

13.60
-0.08 (0.58%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
195 watching
0
WEAK BUY
It has great exposure to China and is a strong brand. Likes it. The balance sheet is okay, but sales should increase next year in China where they are recovering far better from Covid than we are in the West. That said, the stock is pricey.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. With today’s coronavirus vaccine news, consumer discretionary stocks will be a big sector. At these prices, GOOS looks good. Unlock Premium - Try 5i Free

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 11/20, Up 27.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK, has retraced in value. Although sales in China are up 30% in the past quarter, we are recommending to raise the trailing stop to $40.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 11/20, Up 32.7%)Stockchase Research Editor: Michael O'Reilly We have been impressed with the pre-season rally and GOOS has achieved our first price objective. We are recommending to take 50% off the table here and trail the stop-loss up to $34, just above the intial Top Pick entry level.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
One has to think counter-seasonally when it comes to owning GOOS. The best time to buy is the latter part of summer, ahead of the winter shopping season. The company has invested in expanding the direct to consumer sales strategy. China is being targeted as a growing market for the company. There is some speculation this company could be ripe for buyout as well. We would use $26 as a stop loss and see upside towards $44. Yield 0%. (Analysts’ price target is $44.09)
WAIT
He does not own it because it is a volatile stock. It has been hurt badly by US/China tensions. It is very well managed and they are smart on how they are handling their inventories. They are focusing on their own stores because they are three times more profitable than going through other retailers. It won't come back any time soon but there is potential. The pandemic hit them at the best time for them because it was after their winter sales. It may be better for them this fall.
DON'T BUY
As China was a growth place for them the virus has impacted them. It has always traded at a high multiple and this now coming down; however, there are just so many other opportunities out there. She also does not like how so much of their items are sold at airports.
DON'T BUY
He's followed this since the IPO, but won't buy it. They sell luxury goods at a high price point, and Canadians are over-leveraged. It'll be tough to open more stores in China because of poor China-Canada relations and coronavirus. Also, the earnings forecast have been moving down. Maybe there's a better entry point later.
BUY
Last time he was on in January he said it would go to $37 and it is at $36.01. His model price is $41. This was forecast before CoVid19. It now has fundamental value. He is looking at moving to a full position.
TOP PICK

A contrarian play right now. In 12 months from now the markets will have stabilized and valuations will return. It trades at 4 times sales -- in line with Lulu Lemon. The company has guided lower for the next two quarters, so be patient. Yield 0% (Analysts’ price target is $52.21)

DON'T BUY
Chance to double? He is not surprised to see it down 40% on the year. The capitalization makes no sense to him -- although he admits to not being to familiar with their balance sheet. He thought this was a good short a while ago. They have done well, but the price point for their products seems way to high for his liking. This will get hurt as the economy begins to sputter.
BUY ON WEAKNESS
A great global brand, impacted by the virus, but the virus will pass. There's demand for their jackets and there's still room for them to expand in retail. Buying distressed luxury brands on weakness is a good idea.
BUY

ATZ vs. Canada Goose He gives the edge to Canada Goose, though it's taking a hit from the coronavirus. He'd pick away at Canada Goose on a valuation basis. He's less familiar with ATZ. If Goose has more foreign/American exposure, he'd go with Goose (unless ATZ has more exposure).

BUY
He does not own it. They are conservative on the guidance and they have been beating their projections. Globally Canada has a good name. He thinks it is similar to owning Lululemon. He likes the management team. He likes this as a long term buy at these levels now.
WAIT
Run its course. Downgraded it. Got ahead of itself. Not a big fan of consumer retailers. Shy away and wait, or look at other sectors.
Showing 31 to 45 of 113 entries