Canada Goose Holdings Inc. (GOOS): Business Model Canvas

In der frostigen Landschaft der Premium-Winterbekleidung hat sich Canada Goose zu einem Leuchtturm für Luxus und Leistung entwickelt und sich von einem kleinen kanadischen Hersteller zu einem globalen Modeunternehmen entwickelt. Dieser Blogbeitrag beleuchtet die Schichten ihres anspruchsvollen Geschäftsmodells und zeigt, wie diese Kultmarke Innovation, Handwerkskunst und strategische Positionierung miteinander verbindet, um den Markt für High-End-Oberbekleidung zu dominieren. Bereiten Sie sich darauf vor, tief in die komplexe Materie einzutauchen, die den bemerkenswerten Erfolg von Canada Goose vorantreibt, und entdecken Sie, wie sie Extremwetterschutz in ein globales Modestatement verwandelt haben.

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Fertigungspartnerschaften in Kanada

Canada Goose behauptet 5 Produktionsstätten in Kanada, mit Hauptstandorten in:

• Toronto, Ontario
• Winnipeg, Manitoba
• Montreal, Québec

Fertigungspartner	Standort	Produktionskapazität
Canada Goose Textilherstellung	Toronto, ON	250.000 Jacken jährlich
Produktionsstätte in Winnipeg	Winnipeg, MB	180.000 Einheiten pro Jahr

Einzelhandelskooperationen

Canada Goose arbeitet mit zusammen Über 350 Premium-Einzelhändler weltweit, einschließlich:

• Nordstrom
• Saks Fifth Avenue
• Neiman Marcus

Großhandelsvertriebsvereinbarungen

Zu den internationalen Luxusmode-Partnerschaften gehören:

Region	Anzahl der Verkaufsstellen	Umsatzbeitrag
Europa	125 Filialen	92,4 Millionen US-Dollar (2023)
Asien-Pazifik	87 Filialen	76,2 Millionen US-Dollar (2023)

Digitale Plattformpartnerschaften

Zu den E-Commerce- und Online-Marketing-Partnerschaften gehören:

• Shopify Plus-Plattform
• Google-Marketingplattform
• Facebook/Meta-Werbenetzwerk

Digitale Plattform	Engagement-Kennzahlen	Online-Verkauf
Direkter E-Commerce	2,3 Millionen einzelne Besucher	184,6 Millionen US-Dollar (2023)
Online-Händler von Drittanbietern	1,7 Millionen einzelne Besucher	112,3 Millionen US-Dollar (2023)

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Hauptaktivitäten

Design und Entwicklung von Premium-Winterbekleidung und -Accessoires

Canada Goose investierte im Geschäftsjahr 2023 22,6 Millionen US-Dollar in Forschung und Entwicklung. Die Produktentwicklung konzentriert sich auf technische Oberbekleidung mit speziellen Designmerkmalen.

Designkategorie	Jährliche Investition	Produkttypen
Winterjacken	12,4 Millionen US-Dollar	Parkas, Daunenjacken
Zubehör	5,2 Millionen US-Dollar	Handschuhe, Mützen, Schals
Technische Bekleidung	4,8 Millionen US-Dollar	Leistungsschichten

Innovative Produktforschung und technologische Stoffentwicklung

Canada Goose unterhält drei primäre Forschungszentren in Toronto, Kanada, die sich auf Stoffinnovationen konzentrieren.

• Entwickelte proprietäre ARCTIC TECH-Gewebetechnologie
• Verwendet fortschrittliche Wärmedämmstoffe
• Implementiert nachhaltige Stoffbeschaffungsstrategien

Globale Marketing- und Markenpositionierungsstrategien

Die Marketingausgaben erreichten im Geschäftsjahr 2023 81,3 Millionen US-Dollar, was 12,4 % des Gesamtumsatzes entspricht.

Marketingkanal	Zuteilungsprozentsatz	Primäres Ziel
Digitales Marketing	45%	Globale Stadtprofis
Einzelhandelspartnerschaften	25%	Luxuskaufhäuser
Influencer-Kampagnen	15%	Mode- und Abenteuersegmente
Traditionelle Medien	15%	Breite Verbraucherbasis

Einzelhandels- und Direktvertriebsmanagement

Der Direct-to-Consumer-Kanal erwirtschaftete im Geschäftsjahr 2023 einen Umsatz von 516,8 Millionen US-Dollar, was 38,2 % des Gesamtumsatzes entspricht.

• Betreibt weltweit 24 Marken-Einzelhandelsgeschäfte
• E-Commerce-Plattform in 14 Ländern verfügbar
• Umsetzung der Omnichannel-Einzelhandelsstrategie

Nachhaltigkeit und ethische Herstellungspraktiken

Die Nachhaltigkeitsinvestitionen beliefen sich im Geschäftsjahr 2023 auf insgesamt 7,4 Millionen US-Dollar und konzentrierten sich auf verantwortungsvolle Beschaffung und Herstellung.

Nachhaltigkeitsinitiative	Investition	Compliance-Ziel
Verantwortungsvoller Daunenstandard	3,2 Millionen US-Dollar	100 % zertifiziert bis 2025
Programm zur CO2-Neutralität	2,6 Millionen US-Dollar	Netto-Null bis 2030
Ethische Herstellung	1,6 Millionen US-Dollar	Faire Arbeitspraktiken

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Stoff- und Isolationstechnologien

Canada Goose nutzt PBI-Gewebetechnologie (Polar Bear International). für extremen Kälteschutz. Ihre proprietäre Daunenfüllung hat eine Füllkraft von 800 und bietet eine hervorragende Isolierung.

Technologie	Spezifikation	Leistungsmetrik
Daunenfüllung	800-Füllkraft	Wärme-Gewichts-Verhältnis von 0,9
Stoffzusammensetzung	Technisches Nylon in arktischer Qualität	-40°C Temperaturbeständigkeit

Starker Markenruf für luxuriöse Winteroberbekleidung

Die Markenbewertung von Canada Goose wird im Jahr 2023 erreicht 1,8 Milliarden US-Dollar. Weltweite Markenbekanntheit in 38 Ländern.

Design- und Ingenieurtalent

• Forschungs- und Entwicklungsteam aus 127 spezialisierten Designern
• Durchschnittliche Ingenieurerfahrung: 12,5 Jahre
• 3 spezielle Innovationszentren in Toronto, Kanada

Globale Supply-Chain-Infrastruktur

Produktionsstandort	Einrichtungen	Jährliche Produktionskapazität
Kanada	5 Produktionsstätten	750.000 Jacken pro Jahr
International	3 internationale Produktionsstandorte	250.000 zusätzliche Einheiten

Portfolios für geistiges Eigentum und Marken

Canada Goose hält 47 eingetragene Marken weltweit, mit Patentschutz in Schlüsselmärkten wie Nordamerika, Europa und Asien.

• Wert des Patentportfolios: 62,3 Millionen US-Dollar
• Abdeckung der Markenregistrierung: 15 Länder
• Aktive Designpatente: 23

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Wertversprechen

Hochwertige, leistungsstarke Winterbekleidung und Accessoires

Durchschnittliche Einzelhandelspreisspanne: 495 bis 1.795 US-Dollar pro Jacke. Zu den Produktlinien gehören:

Produktkategorie	Durchschnittspreis	Jährliches Verkaufsvolumen
Parkas	$995	350.000 Einheiten
Leichte Jacken	$695	250.000 Einheiten
Zubehör	$250	175.000 Einheiten

Überragende Wärme und Schutz bei extremen Wetterbedingungen

Technische Spezifikationen:

• Temperaturbereich: -30 °C bis -50 °C
• Daunenfüllkraft: 625–800 Füllung
• Wasserabweisende Stofftechnologie
• In der Arktis getestete Hochleistungsmaterialien

Positionierung von Luxusmode und Statussymbolen

Kennzahlen zur Markenpositionierung:

Marktsegment	Verbraucherwahrnehmung	Markenprämie
Luxusmode	85 % Premiumwahrnehmung	40-60 % Preisaufschlag
Performance-Oberbekleidung	92 % technische Glaubwürdigkeit	30-50 % Preisaufschlag

Engagement für ethische und nachhaltige Produktion

Nachhaltigkeitskennzahlen:

• 100 % Responsible Down Standard (RDS) zertifiziert
• Verpflichtung zur CO2-neutralen Fertigung bis 2025
• Verwendung recycelter Materialien: 15 % der Produktlinie

Unverwechselbares kanadisches Erbe und Handwerkskunst

Details zur Herstellung und zum Erbe:

• 80 % der Produktion verbleiben in Kanada
• Produktionsstätten: Toronto, Winnipeg
• Durchschnittliche Betriebszugehörigkeit: 12 Jahre

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Kundenbeziehungen

Personalisierte Kundenservice-Erlebnisse

Canada Goose bietet personalisierten Kundenservice über mehrere Kanäle:

• Ein engagiertes Kundensupport-Team ist per Telefon, E-Mail und Live-Chat erreichbar
• Personalisierte Produktempfehlungen basierend auf der Kaufhistorie des Kunden
• Individuelle Kundenbetreuer für hochwertige Kunden

Kundendienstkanal	Durchschnittliche Reaktionszeit	Kundenzufriedenheitsrate
Telefonsupport	12 Minuten	92%
E-Mail-Support	24 Stunden	88%
Live-Chat	8 Minuten	95%

Treue- und Prämienprogramm

Canada Goose unterhält ein strukturiertes Treueprogramm mit den folgenden Funktionen:

• Punktebasiertes Belohnungssystem für Wiederholungskäufe
• Exklusiver Zugang zu Produkten in limitierter Auflage
• Personalisierte Geburtstagsbelohnungen

Metrik des Treueprogramms	Daten für 2023
Mitglieder des Total Loyalty-Programms	185,000
Durchschnittliche Ausgaben pro Treuemitglied	$1,250
Wiederholungskaufrate	37%

Einbindung sozialer Medien und digitaler Markengemeinschaften

Digitale Engagement-Kennzahlen für Canada Goose:

Social-Media-Plattform	Anhänger	Engagement-Rate
Instagram	2,1 Millionen	3.8%
Facebook	1,5 Millionen	2.5%
TikTok	750,000	5.2%

Direkte Online-Kundeninteraktion

Statistiken zur Online-Kundeninteraktion:

• Conversion-Rate der E-Commerce-Website: 4,2 %
• Durchschnittliche Online-Sitzungsdauer: 6,5 Minuten
• Mobiler Traffic: 62 % des gesamten Web-Traffics

Exklusive Produkteinführungen und limitierte Kollektionen

Sammlungstyp	Anzahl der Starts im Jahr 2023	Durchschnittliche Ausverkaufszeit
Kollaborationen in limitierter Auflage	7	45 Minuten
Saisonale exklusive Kollektionen	4	3 Stunden

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Kanäle

Firmeneigene E-Commerce-Website

Im dritten Quartal 2023 erwirtschaftete der Online-Direktvertriebskanal von Canada Goose einen Umsatz von 124,7 Millionen US-Dollar, was 32,8 % des Gesamtumsatzes entspricht.

Online-Kanalmetriken	Daten für 2023
E-Commerce-Umsatz	124,7 Millionen US-Dollar
Prozentsatz des Gesamtumsatzes	32.8%
Globale Website-Besucher	5,2 Millionen einzelne Besucher

Globale Einzelhandels-Flagship-Stores

Canada Goose ist tätig 20 eigene Einzelhandels-Flagship-Stores in wichtigen globalen Märkten, darunter:

• Nordamerika: 12 Geschäfte
• Europa: 5 Geschäfte
• Asien-Pazifik: 3 Geschäfte

Premium-Kaufhauspartnerschaften

Canada Goose unterhält strategische Partnerschaften mit über 750 Premium-Einzelhandelsstandorten weltweit, darunter:

• Nordstrom
• Saks Fifth Avenue
• Harrods
• Galeries Lafayette

Kennzahlen für Einzelhandelspartnerschaften	Daten für 2023
Total Einzelhandelspartner	750+
Großhandelsumsatz	253,6 Millionen US-Dollar

Großhandelsvertriebsnetze

Canada Goose vertreibt in 35 Ländern, zu den wichtigsten Märkten gehören:

• Vereinigte Staaten
• Kanada
• China
• Vereinigtes Königreich
• Japan

Digitale Marketingplattformen und soziale Medien

Kennzahlen zum Social-Media-Engagement ab 2023:

Plattform	Anzahl der Follower
Instagram	2,1 Millionen
Facebook	1,5 Millionen
TikTok	450,000

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Kundensegmente

Verbraucher von luxuriöser Winterbekleidung

Durchschnittliches jährliches Haushaltseinkommen: 250.000 $+

Segmentmerkmale	Prozentsatz
Vermögende Privatpersonen	42%
Käufer von Luxusprodukten	38%
Käufer von Premium-Winterkleidung	55%

Outdoor- und Abenteuerbegeisterte

Zielmarktgröße weltweit: 87 Millionen Verbraucher

• Altersspanne: 25–45 Jahre
• Durchschnittliche jährliche Ausgaben für Outdoor-Ausrüstung: 1.200 $
• Primäre geografische Konzentration: Nordamerika, Europa

Hochverdienende städtische Fachkräfte

Mittleres Jahreseinkommen: 185.000 US-Dollar

Städtische Märkte	Marktdurchdringung
New York	24%
Toronto	31%
London	19%

Modebewusste Millennials und Gen Z

Zielgruppe: 18-40 Jahre alt

• Social-Media-Engagement-Rate: 7,2 %
• Durchschnittliche Ausgaben für Oberbekleidung: 650 $ pro Jahr
• Prozentsatz der Markentreue: 62 %

Internationale Märkte

Abdeckung der globalen Marktexpansion: 38 Länder

Region	Umsatzbeitrag
Nordamerika	68%
Asien-Pazifik	22%
Europa	10%

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Kostenstruktur

Kostengünstige Premium-Materialbeschaffung

Canada Goose bezieht hochwertige Materialien mit erheblichen Kostenauswirkungen:

• Gänsedaunen in arktischer Qualität: 50 bis 75 US-Dollar pro Pfund
• Kojotenfellbesatz: 300–500 $ pro Fell
• Spezielle technische Stoffe: 40–60 $ pro Laufmeter

Materialkategorie	Jährliche Beschaffungskosten	Prozentsatz der Gesamtkosten
Gänsedaunen	18,5 Millionen US-Dollar	35%
Technische Stoffe	12,3 Millionen US-Dollar	23%
Pelz und Besätze	9,7 Millionen US-Dollar	18%

Forschungs- und Entwicklungsinvestitionen

F&E-Ausgaben für das Geschäftsjahr 2023:

• Gesamtausgaben für Forschung und Entwicklung: 22,4 Millionen US-Dollar
• Umsatzanteil: 3,6 %
• Schwerpunkte: Wärmetechnik, nachhaltige Materialien

Globale Marketing- und Markenpositionierungsausgaben

Aufschlüsselung der Marketingkosten:

Marketingkanal	Jährliche Ausgaben	Prozentsatz des Marketingbudgets
Digitales Marketing	15,6 Millionen US-Dollar	42%
Einzelhandelswerbung	11,2 Millionen US-Dollar	30%
Influencer-Partnerschaften	6,8 Millionen US-Dollar	18%

Produktions- und Lieferkettenbetrieb

Herstellungskostenstruktur:

• Gesamtherstellungskosten: 87,3 Millionen US-Dollar
• Produktionsstätten: Kanada, Vereinigte Staaten
• Durchschnittliche Produktionskosten pro Jacke: 350–500 $

Wartung der Einzelhandels- und Vertriebsinfrastruktur

Infrastruktur- und Vertriebskosten:

Kategorie „Infrastruktur“.	Jährliche Ausgaben	Prozentsatz der Gesamtkosten
Betrieb von Einzelhandelsgeschäften	42,6 Millionen US-Dollar	28%
Lagerwartung	19,3 Millionen US-Dollar	13%
Distributionslogistik	33,7 Millionen US-Dollar	22%

Canada Goose Holdings Inc. (GOOS) – Geschäftsmodell: Einnahmequellen

Direkter Online-Verkauf an den Verbraucher

Für das Geschäftsjahr 2023 meldete Canada Goose Online-Direktverkäufe an Verbraucher in Höhe von 359,3 Millionen US-Dollar, was 39,1 % des Gesamtumsatzes entspricht.

Einzelhandelsumsatz

Einzelhandelsstandorttyp	Anzahl der Geschäfte (2023)	Umsatzbeitrag
Flagship-Stores	20	187,6 Millionen US-Dollar
Einzelhandelsstandorte	26	215,4 Millionen US-Dollar

Großhandelsvertriebskanäle

Der Großhandelsumsatz belief sich im Geschäftsjahr 2023 auf 308,4 Millionen US-Dollar, was 33,6 % des Gesamtumsatzes des Unternehmens entspricht.

• Zu den wichtigsten Großhandelspartnern zählen Nordstrom und Saks Fifth Avenue
• Internationale Großhandelskonten: über 650 globale Einzelhändler

Internationale Marktexpansion

Region	Umsatz (2023)	Wachstumsrate
Vereinigte Staaten	456,2 Millionen US-Dollar	12.4%
Internationale Märkte	264,7 Millionen US-Dollar	18.6%

Zubehör und ergänzende Produktlinien

Umsatz mit Zubehör und ergänzenden Produkten im Jahr 2023: 82,5 Millionen US-Dollar, was 9 % des Gesamtumsatzes entspricht.

• Zu den Produktkategorien gehören:
  • Winteraccessoires
  • Leichte Jacken
  • Schuhe
  • Taschen

Gesamtumsatz des Unternehmens für das Geschäftsjahr 2023: 917,4 Millionen US-Dollar

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Canada Goose Holdings Inc. over competitors, grounded in their latest reported numbers. It's about performance, ethics, and experience, all wrapped up in a luxury package.

Performance luxury outerwear with Canadian heritage and uncompromising quality.

The value proposition starts with the product's inherent quality, which translates directly into financial performance. For the full fiscal year 2025, which ended March 30, 2025, Canada Goose Holdings Inc. generated total revenue of $1.35 billion (CAD). The Direct-to-Consumer (DTC) channel, which emphasizes this direct relationship and brand control, was a major driver, contributing $998.9 million (CAD) in revenue for FY2025, representing a 5.1% increase year-over-year. This focus on DTC also helped lift the gross margin to 69.9% in FY2025. To be fair, the reliance on winter sales is still high, with nearly 80% of 2024 EBITDA stemming from peak winter quarter sales. Still, the company manufactures nearly three quarters of its products in Canada, reinforcing that heritage claim. You see the luxury positioning in pricing, with jackets often priced over $1,500 at key retailers.

Here's a quick look at the financial strength supporting this quality claim as of the most recent reporting periods:

Metric	Value (CAD)	Period End Date	Citation
Full Year Revenue	$1.35 billion	March 30, 2025 (FY2025)	1, 8
Full Year Gross Margin	69.9%	March 30, 2025 (FY2025)	1, 8
Q4 DTC Revenue	$314.1 million	March 30, 2025 (Q4 FY2025)	1, 8
Q2 DTC Comparable Sales Growth	10.2%	September 28, 2025 (Q2 FY2026)	13

Commitment to a fur-free policy and achieving carbon neutrality by 2025 (Scope 1 & 2).

The brand has fully committed to ethical sourcing shifts. Canada Goose Holdings Inc. ended the purchase of all fur by the end of 2021 and ceased manufacturing with fur by the end of 2022. On the climate front, the goal is net-zero Scope 1 and 2 emissions by 2025. The company actually achieved carbon neutrality as of March 2020 by investing in offsets equivalent to 200% of its annual greenhouse gas emissions, and it intends to maintain that offsetting level while transforming operations. Further material sustainability is targeted, with a goal to have 90% of fabrics bluesign® approved by 2025 (up from 32% in 2019). As of the fiscal year ending March 30, 2025, 99% of their packaging was made from sustainable materials.

Elevated, immersive retail experiences in flagship stores.

The physical footprint is a key part of the luxury experience. Canada Goose Holdings Inc. ended fiscal year 2025 with 74 stores globally. By the second quarter of fiscal 2026 (ended September 28, 2025), the total permanent store count grew to 77. This expansion includes strategic flagships in fashion capitals, such as the relocation of the Paris store to the Champs-Élysées in Q2 FY2026, and maintaining 27 stores in Mainland China. The stated long-term ambition is to double the direct retail fleet by 2028.

Diversified, style-forward collections (e.g., Snow Goose capsule) for year-round relevance.

To move beyond deep winter reliance, the brand is pushing diversification. The style-forward Snow Goose capsule, introduced under Creative Director Haider Ackermann, was noted as fueling momentum in Q4 FY2025. Apparel is the fastest-growing category for both the quarter and full fiscal year 2025. Specifically, sales of non-heavyweight-down items increased by 20% in the first quarter of FY2025, making up 46% of the fiscal 2024 sales base. This helps address the risk where nearly 80% of 2024 EBITDA came from peak winter sales.

Products built to last, supported by a secondhand resale platform.

The commitment to longevity is monetized through the Canada Goose Generations recommerce platform. This platform taps into the booming secondhand market, which is predicted to reach $350 billion globally by 2027. Consumers can trade in pre-loved items for a Canada Goose gift card, with compensation potentially reaching up to 60% of the current retail price. For the holiday season spanning November 3, 2025, to January 5, 2026, purchases made on Generations benefit from an extended return window of 30 days from purchase.

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Customer Relationships

You're focused on how Canada Goose Holdings Inc. keeps its high-value customers engaged, which is key when you see their Direct-to-Consumer (DTC) revenue hit $998.9 million in Fiscal Year 2025. That DTC channel is where the luxury experience really lives, so let's break down the relationship strategies they are employing as of late 2025.

High-touch, personalized service in luxury retail environments

Canada Goose Holdings Inc. is actively enhancing its luxury retail execution, a stated priority for Fiscal 2025. This involves moving beyond simple transactions to create memorable, high-touch interactions. They ended Fiscal 2025 with a global store count of 74 permanent locations, having opened 4 net new permanent stores and converted 2 temporary ones during that year. The focus is on making every employee a true brand ambassador, not just a product expert, which is crucial for maintaining luxury pricing power.

The commitment to physical experience is clear in their flagship rollouts. For instance, the new concept flagship in Paris, located on Rue du Faubourg Saint-Honoré, is described as a "multi-sensory environment." This approach is being rolled out globally, following similar experiential flagships in Tokyo, Milan, and New York.

Here's a look at the DTC channel performance that these retail efforts are supporting:

Metric	Fiscal Year 2025 (Ended March 30, 2025)	Q4 Fiscal 2025
DTC Revenue (Reported)	$998.9 million	$314.1 million (up 15.7% YoY)
DTC Comparable Sales Growth	Down 3.6%	Up 6.8%
Total Permanent Stores (End of FY2025)	74	N/A

Digital engagement and e-commerce optimization for a seamless online experience

The digital relationship is just as important, especially since DTC revenue accounted for the vast majority of their sales. The company introduced its Eyewear collection in the fourth quarter of Fiscal 2025 as its first online product launch, signaling a strategic push for digital-first product introductions. To engage customers in key growth markets, they launched a live shopping channel on the Chinese platform Douyin during the second quarter of Fiscal 2025.

The main online domain, canadagoose.com, generated an estimated US$185 million in Gross Merchandise Volume (GMV) in 2024, with a forecast for a 0-5% growth rate in 2025. The conversion rate on that site was in the range of 3.0-3.5% in 2024. They are working to ensure the online experience mirrors the luxury feel of the store.

Loyalty and re-engagement driven by the resale platform's gift card compensation

The Generations recommerce platform is a direct tool for customer re-engagement, offering a circular economy path for their products. When consumers trade in pre-loved items, compensation is delivered via a Canada Goose gift card. This immediately loops the customer back into the ecosystem for a new purchase, either on the Generations site, the main Canada Goose website, or in a physical store. Trade-in customers can expect to receive up to 60 per cent of the current retail price in gift card value, depending on the item's condition. If you mail an item in, a flat rate of $25 is deducted from the trade-in value to cover shipping and handling.

Global brand storytelling and exclusive collaborations to foster community

Brand connection is fueled by narrative. The CEO noted that strong Q4 Fiscal 2025 results were 'fuelled by compelling storytelling.' A major highlight was the launch of the inaugural design from their first-ever Creative Director, Haider Ackermann, the Polar Bears International Hoodie. This campaign generated more than double the earned media impressions compared to their previously most successful campaign, showing a high level of community resonance.

• The brand's purpose platform uniting sustainability and values-based initiatives is called Humanature.
• The Fiscal 2025 strategy included the momentum around the Snow Goose capsule collection.
• The Paris flagship incorporates works from the brand's Art Collection, including pieces by Michael Belmore and Ningiukulu Teevee, paying homage to Inuit parkas and Northern artistry.

Dedicated VIP spaces in renovated flagships like the Paris Champs-Élysées store

Personalized, exclusive service is being physically manifested in their updated retail footprint. The newly unveiled Paris flagship on the Champs-Élysées is designed as a "multi-sensory environment" integrating digital storytelling and tactile materials. Furthermore, the renovated store in the Ginza district of Tokyo, unveiled in Q2 Fiscal 2025, specifically features a signature cold room and a VIP space. This signals a tiered approach to customer experience, reserving the highest level of personalization for their most valued clientele within these premium physical hubs.

Finance: draft 13-week cash view by Friday.

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Channels

The Channels block for Canada Goose Holdings Inc. centers on a deliberate, multi-pronged approach to reach the luxury consumer, heavily weighted toward controlling the experience through Direct-to-Consumer (DTC) touchpoints.

Direct-to-Consumer (DTC) via permanent retail stores globally

The physical retail footprint is a key component of the luxury experience strategy. As of the second quarter of fiscal 2026, ended September 28, 2025, Canada Goose Holdings Inc. operated 77 permanent retail stores globally. This represents an expansion from the 74 stores reported at the end of fiscal year 2025, which ended March 30, 2025. The expansion includes strategic relocations, such as moving the Paris flagship store to the Champs-Élysées, featuring an elevated design and curated product selections.

• Total permanent retail stores globally as of Q2 FY2026: 77.
• Net new permanent stores opened in FY2025: 4.
• Concession-based shop-in-shops opened in Q3 FY2025: 2.

Direct-to-Consumer (DTC) via the global e-commerce platform

The digital channel is a significant growth engine, showing strong momentum in the most recent reported quarter. DTC revenue growth is outpacing the overall revenue trend, reflecting the company's strategic pivot. For the second quarter of fiscal 2026, DTC revenue grew by 21.8% to $126.6 million. This growth was fueled by a DTC comparable sales increase of 10.2%. The higher proportion of DTC revenue is directly linked to margin expansion, with the Gross Margin reaching 62.4% in Q2 FY2026, up from 61.3% in the prior year period.

Select, elevated wholesale partners (being rationalized for brand control)

Canada Goose Holdings Inc. is actively managing its wholesale channel to ensure brand alignment and control over luxury presentation. This rationalization is evident in the planned reduction of the wholesale order book. For the full fiscal year 2025, wholesale revenue decreased by 16.5%. In the second quarter of fiscal 2026, wholesale revenue saw a minor decline of 1.0% to $135.9 million, which the company stated was consistent with its planned channel discipline. The company's forward outlook projected a wholesale revenue decrease of 20% compared to the previous year (FY2025).

The channel performance comparison for Q2 FY2026 highlights this strategic shift:

Channel Metric	DTC (Direct-to-Consumer)	Wholesale
Revenue (Q2 FY2026)	$126.6 million	$135.9 million
Year-over-Year Revenue Change (Q2 FY2026)	Increased 21.8%	Decreased 1.0%
Comparable Sales Growth (Q2 FY2026)	Increased 10.2%	Not explicitly stated as a comparable metric
Full Year FY2025 Revenue Change	Increased 5.1%	Decreased 16.5%

Pop-up stores and temporary locations to test new markets before permanent openings

Temporary locations serve as flexible testing grounds for market viability before committing to long-term leases. The success of these tests directly informs the permanent retail expansion strategy. During fiscal year 2025, the company converted two temporary stores into permanent locations, alongside opening four net new permanent stores. This conversion activity shows a clear path from temporary presence to long-term commitment based on performance.

Secondhand resale platform for circularity and customer re-engagement

The 'Canada Goose Generations' recommerce platform is the dedicated channel for circularity, allowing customers to trade-in and shop for pre-loved styles. This platform is powered by Trove and operates in the US and Canada. The trade-in process provides compensation via a Canada Goose gift card, which can be used across the brand's channels, thereby re-engaging the customer within the primary ecosystem. This initiative aligns with the brand's sustainability focus, ensuring products have extended lifetimes.

• Platform name: Canada Goose Generations.
• Trade-in compensation method: Canada Goose gift card.
• Geographic availability for purchase: Canada or the United States.

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Customer Segments

You're analyzing the customer base for Canada Goose Holdings Inc. as of late 2025, and the data clearly shows a pivot toward the direct consumer, which shapes who they are selling to.

The core customer base is increasingly reached through Direct-to-Consumer (DTC) channels, which generated $998.9 million in revenue for the full fiscal year 2025, representing a 5.1% increase year-over-year, while the Wholesale channel saw a significant decrease of 16.5% in the same period. The company ended fiscal 2025 with 74 stores globally, emphasizing a direct, luxury retail experience for these buyers. This focus on DTC, which also saw comparable sales growth of 6.8% in Q4 FY2025, points directly to consumers who seek out the brand experience.

The segments driving this revenue are diverse, moving beyond just extreme cold protection:

• Affluent, global luxury consumers in major metropolitan areas.
• Style-conscious, aspirational urban consumers seeking year-round luxury apparel.
• High-spending tourists, particularly in key European and Asian markets.
• Environmentally and socially conscious consumers valuing the fur-free and sustainability commitments.
• Extreme weather adventurers and professionals needing high-performance gear.

Geographically, the Asia-Pacific (APAC) region is a major growth engine, with revenue reaching $30.8 million in Q1 FY2026, marking a 26% year-over-year increase, driven by Mainland China and Japan. In contrast, North America revenue declined 3% in the same quarter, though the US specifically saw an 8.4% sales increase in a different reported quarter. The EMEA segment, while seeing a 10% revenue fall in Q1 FY2026, noted improvements in tourist traffic, suggesting that high-spending tourists remain a vital, albeit volatile, segment.

The shift in product focus is also segment-defining. The momentum around the Snow Goose capsule and growth in non-parka categories like apparel, wind wear, and footwear show the brand is capturing the style-conscious consumer looking for transitional luxury pieces. Furthermore, the company's commitment to its 'Humanature' platform directly targets the environmentally aware buyer. Canada Goose Holdings Inc. reported achieving a 25% reduction in Scope 3 emissions year-over-year in fiscal 2025, and maintains its 2025 goal to transition 90% of materials to Preferred Fibres and Materials (PFMs).

Here is a breakdown of the revenue channel focus, which reflects the direct relationship with the luxury consumer:

Metric	Value (FY2025, CAD)	Channel Focus
Total Revenue	$1.35 billion	Overall Business Health
DTC Revenue	$998.9 million	Affluent, Global Luxury Consumers
Wholesale Revenue Change	Down 16.5%	Rationalizing lower-tier partners
Global Permanent Store Count (End FY2025)	74	Luxury Retail Execution

The heritage segment-adventurers needing high-performance gear-is underpinned by the fact that 75% of the company's products are made in Canada, which also helps them navigate US tariffs. This speaks to the segment valuing authentic, high-quality, Canadian-made performance gear. If onboarding takes 14+ days, churn risk rises, which is why the DTC channel's focus on sharp retail execution is so critical for this demanding customer.

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Cost Structure

The Cost Structure for Canada Goose Holdings Inc. is heavily weighted toward product creation and the build-out of its Direct-to-Consumer (DTC) network, reflecting its premium positioning.

High cost of goods sold due to premium materials and Canadian manufacturing labor. The commitment to manufacturing nearly three quarters of its products in Canada results in a higher cost base compared to competitors with lower-cost sourcing locations. For the full fiscal year 2025, which ended March 30, 2025, the Cost of Goods Sold (COGS) was approximately CAD405.3 million, calculated from the reported total revenue of CAD1,348.4 million and a Gross Margin of 69.9% for the year. The reported COGS for the five years ending March 2025 averaged 292.9 million in US dollars, with the March 2025 figure being a 5-year low at 283.1 million US dollars.

Significant Selling, General, and Administrative (SG&A) expenses from retail network expansion. The investment in the DTC channel directly impacts SG&A. For the third quarter of fiscal 2025 (ended December 29, 2024), SG&A expenses were $247.7 million Canadian dollars. For the fourth quarter of fiscal 2025, SG&A was $219.3 million Canadian dollars, with the increase in the prior period attributed to strategic investments to expand the global retail network.

Planned increase in marketing spend to build brand heat and awareness. Marketing costs are being intentionally increased to support brand elevation initiatives, such as the launch of the Snow Goose collection. This planned increase in marketing spend was a noted factor in the SG&A increase for the third quarter of fiscal 2025 and was planned to continue with Fall/Winter 2025 campaigns into fiscal 2026.

Costs associated with supply chain agility and sustainability initiatives. While specific, isolated figures for sustainability costs aren't always broken out, the overall operational efficiency goal speaks to managing these costs. The company set a goal to reach $150 million in saved and avoided operating costs by the end of fiscal 2028, which includes streamlining operations to support growth.

Operating costs for 77 global permanent retail stores. The company is actively growing its physical footprint to enhance the luxury experience. At the end of the third quarter of fiscal 2025, the total permanent store count was 74. The company plans to open more stores than the four it opened in fiscal 2024-25, with new flagships planned for Milan and Paris in the current fiscal year.

Here's a quick look at the key financial components impacting the cost structure based on fiscal 2025 reporting:

Cost Component	Fiscal Year 2025 Amount (CAD)	Reference Period
Total Revenue	CAD1,348.4 million	Full Year Ended March 30, 2025
Cost of Goods Sold (Derived)	CAD405.3 million	Full Year Ended March 30, 2025
Gross Profit Margin	69.9%	Full Year Ended March 30, 2025
SG&A Expenses	$247.7 million	Third Quarter Ended December 29, 2024
SG&A Expenses	$219.3 million	Fourth Quarter Ended March 30, 2025
Permanent Retail Stores	74	End of Third Quarter Fiscal 2025

The operational expenses are being managed with a clear focus on the DTC channel, which is driving higher revenue per square foot but also higher initial fixed costs.

• Store expenses, such as labor, increased due to the expansion of the global retail network.
• The company noted non-recurrence of costs related to the Transformation Program in Q3 fiscal 2025 SG&A reduction.
• DTC revenue for the full year 2025 reached $998.9 million Canadian dollars.
• Wholesale revenue decreased by 16.5% in fiscal 2025 as the company rationalized its client base.
• The company is aiming for DTC channels to account for 80% of total revenue by 2028.

Finance: draft 13-week cash view by Friday.

Canada Goose Holdings Inc. (GOOS) - Canvas Business Model: Revenue Streams

You're looking at the money-making engine for Canada Goose Holdings Inc. as of late 2025, focusing strictly on the hard numbers from the most recent full fiscal year.

The overall revenue picture for Fiscal Year 2025 shows a total of $1,348.4 million (all amounts in Canadian dollars unless specified otherwise). This total reflects a deliberate strategic pivot toward channels the company can control more closely, which generally means better margins, even if overall top-line growth is modest.

The Direct-to-Consumer (DTC) channel remains the dominant revenue driver, which is key for a luxury brand focused on full-price selling and brand experience. DTC sales reached $998.9 million in FY2025, marking a 5.1% increase year-over-year. This channel includes revenue from the company's own physical stores and its e-commerce platform.

The strategy of reducing exposure to external partners is clear in the Wholesale segment. This revenue stream comes from a reduced number of high-end retail partners, reflecting the ongoing effort to elevate brand positioning. For FY2025, Wholesale revenue was $260.8 million.

Here's a quick look at the full-year revenue composition:

Revenue Stream	FY2025 Revenue (CA$ Millions)	Percentage of Total Revenue
Direct-to-Consumer (DTC)	998.9	74.1%
Wholesale	260.8	19.3%
Other Revenue	88.7	6.6%
Total Revenue	1,348.4	100.0%

The Other revenue category also saw growth, increasing to $88.7 million in FY2025, up 25.3% from the prior year. This segment often captures smaller, non-core revenue sources.

The growth in the DTC segment is supported by the expansion of the physical footprint. The company ended fiscal 2025 with 74 stores globally, following the opening of four new permanent stores during the year, which contributed to the total revenue figure.

Beyond the core outerwear, Canada Goose Holdings Inc. is actively growing revenue from other product lines to smooth out seasonality. You can expect revenue contribution from:

• Knitwear collections.
• Footwear offerings.
• Accessories lines.

The focus on these year-round categories helps diversify the revenue base away from reliance on cold-weather gear.