Canada Goose Investor Day Presentation Deck

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#1CANADA GOOSE INVESTOR DAY FEBRUARY 7, 2023#2Goose Person SARAIN FOX CANADA GOOSE#3Welcome to Investor Day AMY SCHWALM, VP, INVESTOR RELATIONS CANADA GOOSE#4Disclaimer 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 not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. Unless otherwise indicated, all amounts are presented in Canadian dollars. Long-Term Financial Outlook General This presentation includes, and any discussion during or following this presentation may include, financial outlook for the Company's ongoing 2023 fiscal year and financial outlook for the Company's 2028 fiscal year and related long-term targets. Within the meaning of applicable securities laws, such financial outlook and targets constitute "financial outlook" and "forward-looking information". The purpose of this financial outlook is to provide a description of management's expectations regarding the Company's annual and long-term financial performance and may not be appropriate for other purposes. Actual results could vary materially as a result of numerous factors, including the risk factors referenced below under "Forward-Looking Information". The financial outlook for fiscal 2028 and related long-term targets are based on the following key assumptions for the period from the end of fiscal 2023 to the end of fiscal 2028, among others: The assumptions discussed above in relation to our long-term targets and strategic growth pillars, including our ability to realize on the initiatives noted therein; Our ability to increase permanent retail store count to between 130 and 150 with growth across Asia Pacific, EMEA and North America; ● ● ● ● ● ● ● Our ability to increase store productivity and Ecommerce sales with year-round product assortments, pricing and an elevated retail and digital experience; Our ability to optimize wholesale and other distribution, including the introduction of travel retail and the buyback of key distributor markets; DTC revenue representing approximately 80% of total revenue in fiscal 2028; Our ability to achieve and maintain DTC gross margin in the mid 70% range and Wholesale gross margin in the mid to high 40% range, with heavy weight down, light weight down and other product categories representing approximately 50%, 25% and 25% of revenue, respectively, in fiscal 2028; SG&A costs decreasing to approximately 40% of revenue with marketing costs increasing slightly faster than revenue as the Company generates more efficiency from its overhead costs and improves store productivity; Taxation rates consistent with historical levels; and No material fluctuations in foreign exchange rates relative to current levels. The Company's outlook is based on its best assessment of the current macroeconomic environment, including ongoing global supply chain and inflationary pressures, foreign currency volatility, the war in Ukraine, COVID-19 variants and other COVID-related disruptions. Over the course of its long-term outlook, the Company expects the recovery of retail environment strength to pre-pandemic levels, decrease in inflationary pressures to normalized levels and stability of other economic factors in the regions in which the Company operates. The financial outlook for fiscal 2028 and related long-term targets also incorporate the Company's previously announced fiscal 2023 financial outlook. Please refer to the press release issued on February 2, 2023 under "Full Year Fiscal 2023 Outlook" for a description of the material factors and assumptions used to develop financial outlook for the Company's ongoing 2023 fiscal year. The financial outlook for the Company's ongoing 2023 fiscal year and financial outlook for the Company's 2028 fiscal year and related long-term targets excludes certain anticipated restructuring-related and other net charges as described under (or as incorporated by reference under) "Non-IFRS Financial Measures and Other Specified Financial Measures". CANADA GOOSE 4#5Disclaimer continued Forward-Looking Information This presentation contains, and any discussion during or following this presentation may include, forward-looking statements, including statements that refer to expectations, intentions, projections or other characterization of future events or circumstances contained in this presentation. These statements are neither historical facts nor assurances of future performance. Instead, they are based on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, and other future conditions. Forward-looking statements can be identified by words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "intend," "may," "plan," "predict," "project," "potential," "should," "will," "would," and other similar expressions, although not all forward-looking statements contain these identifying w These forward-looking statements include all matters that are not historical facts. They appear in many places throughout this presentation and include statements regarding our intentions, beliefs, or current expectations concerning, among other things, our results of operations, financial condition, business prospects, expectations regarding industry trends and the size and growth rates of addressable markets, our business plan, and our growth strategies, including plans for expansion to new markets and new products and expectations for seasonal trends, and environmental, social, and governance objectives. The financial outlook for the Company's ongoing 2023 fiscal year and financial outlook for the Company's 2028 fiscal year and related long-term targets also constitute forward-looking information as described above under "Long Term Financial Outlook". Forward-looking statements are based on management's beliefs and assumptions and on information currently available to management. Certain assumptions made in preparing the forward-looking statements contained in this presentation include: our ability to continue operating our business amid the societal, political, and economic disruption caused by the ongoing COVID-19 pandemic and recent and ongoing geopolitical events; limited disruption to our DTC channel, including store closures, however caused, including due to recent and ongoing geopolitical events, the COVID-19 pandemic and economic disruptions or other events; our ability to implement our growth strategies; our ability to maintain strong business relationships with our customers, suppliers, wholesalers, and distributors; our ability to keep pace with changing consumer preferences; our ability to protect our intellectual property; and the continued absence of material global supply chain disruptions to our business and ability to fulfill demand and maintain sufficient inventory levels, which we continue to monitor; and the absence of material adverse changes in our industry or the global economy. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. We believe that these risks and uncertainties include, but are not limited to, those described in the "Risk Factors" section of our Annual Report on Form 20-F for the year ended April 3, 2022 and those referred to under the headings "Cautionary Note Regarding Forward-Looking Statements" and "Factors Affecting our Performance" in our management's discussion and analysis of financial condition and results of operations for the third and three quarters ended January 1, 2023 ("Q3 2023 MD&A"). These risks are not exhaustive and other unknown and unpredictable factors could also have a material adverse effect on the performance or results of the Company. Although we base the forward-looking statements contained in this presentation on assumptions that we believe are reasonable, we caution readers that actual results and developments (including our results of operations, financial condition and liquidity, and the development of the industry in which we operate) may differ materially from those made in or suggested by the forward-looking statements contained in this presentation. Additional impacts may arise that we are not aware of currently. The potential of such additional impacts intensifies the business and operating risks which we face, and these should be considered when reading the forward-looking statements contained in this presentation. In addition, even if results and developments are consistent with the forward-looking statements contained in this presentation, those results and developments may not be indicative of results or developments in subsequent periods. As a result, any or all of our forward-looking statements in this presentation may prove to be inaccurate. No forward- looking statement is a guarantee of future results. Moreover, we operate in a highly competitive and rapidly changing environment in which new risks often emerge. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. Consequently, all of the forward-looking information contained herein is qualified by the foregoing cautionary statements. You should read this presentation and the documents that we reference herein completely and with the understanding that our actual future results may be materially different from what we expect. The forward-looking statements contained herein are made as of the date of this presentation (or as of the date specifically indicated therein), and we do not assume any obligation to update any forward-looking statements except as required by applicable laws. For greater certainty, references herein to "forward-looking statements" include "forward-looking information" within the meaning of Canadian securities laws. CANADA GOOSE 5#6Disclaimer continued Non-IFRS Financial Measures and Other Specified Financial Measures This presentation includes, and any discussion during or following this presentation may include, references to certain financial measures that are "non-IFRS financial measures", including adjusted EBIT and net working capital, and certain financial measures that are "non-IFRS ratios", including adjusted EBIT margin and net working capital as a percentage of revenue. This presentation also includes a reference to DTC comparable sales growth which is a supplementary financial measure. These financial measures are employed by the Company to measure its operating and economic performance and to assist in business decision-making, as well as providing key performance information to senior management. The Company believes that, in addition to conventional measures prepared in accordance with IFRS, certain investors and analysts use this information to evaluate the Company's operating and financial performance. These financial measures are not defined under IFRS nor do they replace or supersede any standardized measure under IFRS. Other companies in our industry may calculate these measures differently than we do, limiting their usefulness as comparative measures. Additional information including definitions of non-IFRS financial measures and other specified financial measures and reconciliations of non-IFRS financial measures to the nearest IFRS measure can be found under the heading "Non-IFRS Financial Measures and Other Specified Financial Measures" in our Q3 2023 MD&A, as filed on SEDAR at www.sedar.com and with the SEC at www.sec.gov, which section is incorporated by reference in this presentation. The Company is not able to provide, without unreasonable effort, a reconciliation of the outlook for non-IFRS adjusted EBIT and net working capital to the most directly comparable IFRS measure because the Company does not currently have sufficient data to accurately estimate the variables and individual adjustments included in the most directly comparable IFRS measure that would be necessary for such reconciliations, including (a) income tax related accruals in respect of certain one-time items (b) the impact of foreign currency exchange and (c) non-recurring expenses that cannot reasonably be estimated in advance. These adjustments are inherently variable and uncertain and depend on various factors that are beyond the Company's control and as a result it is also unable to predict their probable significance. Therefore, because management cannot estimate on a forward-looking basis without unreasonable effort the impact these variables and individual adjustments will have on its reported results in accordance with IFRS, it is unable to provide a reconciliation of the non-IFRS measures included in the forward-looking guidance included herein. CANADA GOOSE 6#7Agenda CANADA GOOSE 10:05 AM 10:20 AM 10:45 AM 11:30 AM 11:40 AM 12:40 PM 1:15 PM 1:40 PM 2:25 PM OPENING REMARKS Dani Reiss, Chairman & CEO ACCELERATE OUR CONSUMER-FOCUSED GROWTH Penny Brook, Chief Marketing & Experience Officer BUILDING OUT OUR DTC Carrie Baker, President REGIONAL PRESENTATIONS Paul Cadman, President (APAC), Ana Mihaljevic, President (NA), Carrie Baker, President OPERATIONS John Moran, Chief Operating Officer FACTORY AND INNOVATION LAB TOURS + CREATE NEW & EXPAND EXISTING CATEGORIES WITH FASHION PRESENTATION Woody Blackford, Chief Product Officer FINANCIALS LUNCH Jonathan Sinclair, Executive Vice President & Chief Financial Officer Q + A COCKTAILS 7#8CANADA GOOSED Opening Remarks? STIC PROGRAM DANI REISS, CHAIRMAN & CEO CANADA GOOSE#9CANADA GOOSE CANADA GOOSE LOBORE OPENING REMARKS I9#10We set the bar high. $3B REVENUE 1 CANADA GOOSE 30% ADJ. EBIT MARGIN 1, 2 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures." 5 YEARS OPENING REMARKS I 10#11Our luxury business model. ANNUAL PRICE INCREASES CANADA GOOSE VERTICALLY INTEGRATED SUPPLY CHAIN Roots CONTROLLED DISTRIBUTION ICONIC PRODUCT OPENING REMARKS I 11#12Performance Warmth Durability Craftsmanship CANADA GOOSE High Quality 1. Source: Canada Goose Brand Health Survey, May 2022 Canada Goose ranks in the Top 3¹ Luxury 17 Iconic Distinct Stylish Exclusive maca Grans Prenosi +0 OPENING REMARKS I 12#13HIGH PERFORMANCE MASS MARKET Performance Luxury is the sweet spot. CANADA GOOSE LOW PERFORMANCE CANADA ARCTIC GOOSE 5£ ****** PROGRAM LUXURY ΟΡΕΝΙΝ G REMARKS | 13#14We're a bold, luxury brand that controls our own destiny. CANADA GOOSE ΟΡΕΝΙΝ G REMARKS | 14#15ΤΗΕΝ $2M SALES IN FY 2001 CANADA GOOSE NOW $1.2B SALES IN FY2023E 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. OPENING REMARKS I 15#16GALERIES LAFAYETTE PARTNERING WITH LUXURY RETAILERS 8 45 GALERIES LAFAYETTE MAM CANADA GOOSE Roots OPENING AND EXPANDING DTC LOCATIONS GROWING OUR PRODUCT OFFERING ΟΡΕΝΙΝ G REMARKS 16#17The incredible opportunity ahead. Wholesale POS (/100 for scale) No. of Countries Retail Locations Enabled Ecommerce CANADA GOOSE 2500 36 29% DT C REVENUE 2 End of FY2017 4 1500 62 68%¹ DT C REVENUE 51 End of FY2023E¹ 1. Forward-looking information. See "Disclaimer"; DTC revenue for FY2023E is expected to be in the high 60s as a % of total. 57 <1500 ~80% 80+ DT C REVENUE 100+ End of FY2028E¹ 100+ OPENING REMARKS | 17#18Strengthening our brand through DTC. $115 MILLION 29% FY 2017 DTC REVENUE $800 MILLION 1 68% FY 20 23 E DTC REVENUE CANADA GOOSE 1. Forward-looking information. See "Disclaimer".; DTC revenue is expected to be in the high 60s as a % of total in FY2023E OPENING REMARKS I 18#19We have robust manufacturing capabilities. NORTH AMERICA 78% CANADA GOOSE EUROPE 20% Source: Total Finished Goods (Manufactured and Purchased) ASIA 2% OPENING REMARKS I 19#20We expect significant growth by end of FY2028. CANADA GOOSE 20% Revenue CAGR $1.2B¹ FY2023E $3.0B¹ FY2028E 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. 2. Represents arithmetical application of 30% Adjusted EBIT Margin to $1.2B Revenue. See "Disclaimer - Financial Outlook" and "-Non-IFRS Financial Measures and Other Financial Measures". $0.9B ADJ. EBIT ¹,2 OPENING REMARKS I 20#211. ACCELERATE CONSUMER-FOCUSED GROWTH CANADA GOOSE CANADA GOOSE TITLE # 2. BUILD OUR DTC NETWORK 3 CREATE NEW A EXPAND EXISTING CATEGORIES, RAPIDLY OPENING REMARKS I 21#22A DEEPEN OUR RELATIONSHIPS WITH CONSUMERS CANADA GOOSE DELIVER THE RIGHT PRODUCTS FOR WOMEN FOCUS ON GEN Z OPENING REMARKS I 22#231. ACCELERATE CONSUMER-FOCUSED GROWTH CANADA GOOSE CANADA GOOSE 2. BUILD OUR DTC NETWORK 3 CREATE NEW AND EXPOND EXISTING EGORIE RAPIDLY OPENING REMARKS I 23#24DOD AGAMAS ELIE SAAB Tratts CANADA GOOSE O MIAKA More than double our current stores. ΟΡΕΝΙΝ G REMARKS I 24#251. ACCELERATE CONSUMER-FOCUSED GROWTH CANADA GOOSE CANADA GOOSE Amra BUILD OURD NET W 3. CREATE NEW AND EXPAND EXISTING CATEGORIES, RAPIDLY OPENING REMARKS I 25#26Driving year-round relevance. CANADA GOOSE canadagoose • Follow A GOOSE CANAL ♡ от Liked by wingbootsfashion and others : □ OPENING REMARKS I 26#27HUMANATURE KEEP THE PLANET COLD AND THE PEOPLE ON IT WARM CANADA GOOSE OPENING REMARKSI 27#28A company good for the world. TARGET: NET ZERO CARBON EMISSIONS BY END OF 20251 CANADA GOOSE 1. Forward-looking information. See "Disclaimer". RDS ✔ RESPONSIBLE DOWN STANDARD CERTIFIED TARGET: 100% SUSTAINABLE PACKAGING BY END OF 20251 OPENING REMARKS I 28#29JOHN СОО CANADA GOOSE DANI CHAIRMAN & CEO JESS CHRO WOODY CPO CARRIE PRESIDENT DAVID ΑΝΑ JONATHAN GENERAL COUNSEL EVP & CFO PRESIDENT, NA PAUL CTO CATHERINE PENNY CM & EO PRESIDENT, APAC PRESIDENT, EMEA PAT NEIL SVP, GROUP FINANCE OPENING REMARKS I 29#30Our track record speaks for itself. CANADA GOOSE ΟΡΕΝΙΝ G REMARKS I 30#31Exceeding Our IPO Plans $ MILLIONS $ Revenue Adjusted EBITDA¹ Adj. EBITDA Margin¹ CANADA GOOSE IPO FY20 $629 $139 ACTUAL FY20² $958 $263 22.1% 1. Non-IFRS measures used in prior periods that may not be comparable to non-IFRS measures currently in use. Please refer to the Management's discussion and analysis of financial condition and results of operations of the Company for the applicable periods for additional information including definitions and reconciliations of non-IFRS measures to the nearest IFRS measure. 27.5% 2. See long-term outlook in press release dated June 2, 2017, in respect of financial results for the fourth fiscal quarter and fiscal year ended March 31, 2017. PERFORMANCE 1.5x 1.9x +540 bps OPENING REMARKS I 31#32Delivering high quality, profitable growth. CANADA GOOSE Hell ΟΡΕΝΙΝ G REMARKS I 32#33CANADA GOOSED Opening Remarks? STIC PROGRAM DANI REISS, CHAIRMAN & CEO CANADA GOOSE#34Accelerate Consumer Focused Growth PENNY BROOK, CHIEF MARKETING & EXPERIENCE OFFICER CANADA GOOSE CANADA GOOSE#35Accelerate Consumer Focused Growth by... CHTPLCon EXPERIENCE CANADA GOOSE CANADA GOOSE LIVE IN THE OP PANEL TALK BASECAME INCREDIBLE CAMPAIGNS AND COMMUNICATIONS 25 October 2022 Live in the Open Panel Talk Meghan Hine and ELLE Magaz 13 November 2022 Winter Wellbeing Workshop with DOSE 5 December 2022 Styling and Pre-Shop latest Canada Goose Collabo Stilist to be confirme 1ecem. 2022 Ho ay Wren Making wi Grace & horn KEY INVESTMENTS CANADA GOOSE IN OUR CRMH CAPABILITIES mangy Master me LEXUA ACCELERATE CONSUMER-FOCUSED GROWTH I 35#36Canadian Warmth CANADA GOOSE 1 ACCELERATE CONSUMER FOCUSED GROWTH T 36#37Warmth in every interaction, expertise behind every recommendation. CANADA GOOSE ACAKAM CANADA GOOSE ACCELERATE CONSUMER FOCUSED GROWTH 37#38Luxury shopping can be cold and austere. CANADA GOOSE ACCELERATE CONSUMER-FOCUSED GROWTH I 38#39We are democratizing the luxury retail experience. CANADA GOOSE SKRA MADE APPROACHABLE EXPERT ASPIRATIONAL FREMSTED Nahi ACCELERATE CONSUMER - FOCUSED GROWTH I 39#40Basecamp helps our community Thrive. CANADA GOOSE عد SO ACCELERATE CONSUMER FOCUSED GROWTH I 40#41CANADA GOOSE 25 October 2022 Live in the Open Panel Talk Meghan Hine and ELLE Magazine Winter Wellbeing Workshop Holiday Wreath Making Workshop Unique programming that brings our brand to life. CANADA GOOSE BASECAMP 13 November 2022 11 22 January 2023 Live in the Open-Podcast Recording (live) Host to be confirmed 7 February 2023 Styling and Pre-Shop Canada Goose x NBA x Union Stylist to be confirmed 23 February 2023 Sustainable Design Talk Guest from Central Saint Martins 8 March 2023 International Womens Day Live in the Open Panel Talk Speakers to be confirmed March 2023 Live in the Open Panel Talk with Aldo Kane and guest 6:30pm 10:00am 7:00pm 7:00pm 7:00pm 7:00pm LDACCELERATE CONSUMER-FOCUSED GROWTH | 41 0.1414 W#42Basecamp Community CANADA GOOSE ACCELERATE CONSUMER - FOCUSED GROWTH I In 42#43Inspire and enable all people to thrive in the world outside. CANADA GOOSE H ACCELERATE CONSUMER FOCUSED GROWTH I 43#44'Warm Up London' drove results. rts here. με το ASECAMP A COMMUNITY. to help you t our world to the le EASY TO JOIN. OF GOD BELOW ON EACH OF SUR BASECAM GREE T ACCESS TO tua perin - 43 N W rive y CANADA GOOSE 50% BASECAMP MEMBERSHIPS Thrive Thrive Thriv Thri TH 27% YOY DECEMBER SALES ACCELERATE CONSUMER - FOCUSED GROWTH I 44#45CANAL A global brand that resonates across all ages around the world. CANADA GOOSE ACCELERATE CONSUMER - FOCUSED GROWTH I 45#461 Our strongest cohorts are Millennials and Gen Z. CANADA GOOSE Source: Canada Goose Brand Health Survey, May 2022 Source: Google Analytics Purchaser Data, FY23 P9 YTD Sales ACCELERATE CONSUMER-FOCUSED GROWTH | 46#47Source: Euromontor Luxury Goods Market Report CANADA GOOSE Women typically account for more than 60% of luxury spend. 47#48CANADA GOOSE Source: Canada Goose Brand Health Survey, May 2022 Source: Canada Goose Primary Consumer Research, June 2022 We will lean into style and versatility. ACCELERATE CONSUMER - FOCUSED GROWTH I 48#49Driving deeper, emotional connections with women. CANADA GOOSE ACCELERATE CONSUMER-FOCUSED GROWTH I 49#50Focusing our stories on strong women. CELEBRATING WOMEN CANADA GOOSE INSPIRING THEM TO LIVE BOLDLY AND BRAVELY cublashimicamente son NO COMPROMISES IN STYLE ACCELERATE CONSUMER FOCUSED GROWTH I 50#51FROM LEFT TO RIGHT: JODIE TURNER SMITH, KHADIJHA RED THUNDER AND SOO JOO PARK CANADA GOOSE ACCELERATE CONSUMER - FOCUSED GROWTH I 51#52Annie Leibovitz Uk CANADA GOOSE ACCELERATE CONSUMER FOCUSED GROWTH I 52#53CANADA GOOSE Reformation CANADA GOOSE G ACCELERATE CONSUMER FOCUSED GROWTH I 53#54DDDD DDD 100 Bapadop 000000 CANADA GOOSE Source: Bain Altagamma Luxury Goods Worldwide Market Study, Nov. 2022 Gen Z will represent up to 30% of the luxury market. ACCELERATE CONSUMER-FOCUSED GROWTH I 54#55They value luxury, high quality, and long-lasting products. CANADA GOOSE ACCELERATE CONSUMER - FOCUSED GROWTH I 55#56We have always been a purpose-led brand. CANADA GOOSE ACCELERATE CONSUMER FOCUSED GROWTH I 56#57CANADA GOOSE Dükkan ACCELERATE CONS MER-FOCUSED GROWTH | 57#580:00 I OCTIC We drive relevance, we know cool. 4 GOOSE UNION NBA C CONCEPTS GUEST CANADA GOOSE PROGRAM O qo ACCELERATE CONSUMER-FOCUSED GROWTH I 58#59Scaling up our digital content and media strategy globally. CANADA GOOSE canadagoose Aspen, Colorado Follow 19 Liked by ok_kovtun and others DECEMBER 22, 2022 Σ ACCELERATE CONSUMER - FOCUSED GROWTH I 59#60victoria • Follow a Liked by lauriforyou_ and others CANADA GOOSE B canadagoose • Follow North Devon Coast Liked by mysterious_redskin and others We have completely transformed our social media presence. ACCELERATE CONSUMER - FOCUSED GROWTH | 60#61PERFORMANCE PLEIN AIR POUR FEMME Delivering Canadian Warmth through our investment in CRM. CANADA GOOSE ACCELERATE CONSUMER-FOCUSED GROWTH I 61#62Personalizing engagement through all touchpoints. PERSONALIZED & RELEVANT CANADA GOOSE VALUE-DRIVEN ENGAGEMENT 20 MAXIMIZE LOYALTY REPEAT PURCHASE ACCELERATE CONSUMER FOCUSED GROWTH I 62#63Reengagement drives revenue growth, product and cost optimization. 9 30% REPEAT CUSTOMERS IN FY 2 3 CANADA GOOSE Source: Canada Goose CRM Analytics 2.3x MORE SPEND THAN ONE-TIME PURCHASERS 55% REPEAT PURCHASERS BUY NON-HWD ACCELERATE CONSUMER FOCUSED GROWTH I 63#64REVENUE GROWTH CANADA GOOSE Driving lifetime value. PRODUCT MIX EVOLUTION HIGHER ROI AND SPEND EFFICIENCY ACCELERATE CONSUMER FOCUSED GROWTH I 64#65We are a year-round performance luxury brand. CANADA GOOSE ACCELERATE CONSUMER-FOCUSED GROWTH I 65#66Accelerate Consumer Focused Growth PENNY BROOK, CHIEF MARKETING & EXPERIENCE OFFICER CANADA GOOSE CANADA GOOSE#67GOOSE Building Our DTC Network CARRIE BAKER, PRESIDENT I CANADA GOOSE CANADA GOOSE STAR IC REG#68Bringing more Canada Goose to the world. UNPARALLELED CRAFTSMANSHIP CANADA GOOSE QUALITY STYLE BUILD OUR DTC NETWORK | 68#69CANADA GOOSE Build our DTC Network Global brand strength Our approach to distribution New channels BUILD OUR DT C NETWORK | 69#70The Canada Goose brand has never been stronger. CANADA GOOSE Source: Global consumer research conducted in October 2022 across 8 geographies BUILD OUR DTC NETWORK I 70#71The Performance Luxury lifestyle brand. CANADA GOOSE BUILD OUR DTC NETWORK | 71#72One of the world's fastest-growing luxury goods companies. CANADA GOOSE Source: Deloitte's Global Power of Luxury Goods Report 2022 BUILD OUR DTC NETWORK I 72#73Brand strength begins with brand awareness. CANADA GOOSE BUILD OUR DTC NETWORK 73#74T CANADA GOOSE Say 20 Source: Canada Goose Brand Health Survey, May 2022 57% GLOBAL AWARENESS Established awareness around the world. 00 the BUILD OUR DT C NETWORK I 74#75The most searched parka in our key markets. CANADA GOOSE but Store Source: Google, Brands Associated with "Parka" Search Term, Calendar 2022 for CAN, USA, and UK Google Google Search I'm Feeling Lucky O Gmail Images BUILD OUR DTC NETWORK ⠀⠀⠀⠀ T 75#76Growth markets possess high purchase intent from non-Canada Goose owners. CANADA GOOSE Source: Global consumer research conducted in October 2022 across 8 geographies Graph is not to scale; visual communication only. 27% 68%#77We are still early in our global growth story. CANADA GOOSE BUILD OUR DT C NETWORK | 77#78Pursue continued global growth. LARGE PENETRATION UPSIDE ACROSS MARKETS Select examples of local market penetration by country for Fall/Winter products (Unit sales per 1,000 addressable customers¹) ACHIEVING 50% OF CANADIAN PENETRATION WOULD 3X UNIT DEMAND IN FALL/WINTER CATEGORIES. I 1.7 Mainland China 1.1 France CANADA GOOSE 1.4 Italy 1.8 Germany 2.3 USA FY2023 Penetration² 3.0 1. Addressable Consumer = HH Income> $100K CAD, Domestic Consumer (excludes tourist and reseller customers) 2. Forward-looking information. See "Disclaimer". South Korea 3.4 Japan FY2028 Penetration @ 50% Canadian Penetration² 15.9 Canada BUILD OUR DTC NETWORK I 78#79Estimated Outerwear market sizes across key geographies. CANADA GOOSE $17B TOTAL ADRESSABLE MARKET | $1.3B À ~$1.2B Source: Global consumer research conducted in October 2022 across 8 geographies $39B BUILD OUR DTC NETWORK 179#80All channels have distinct, meaningful and complementary roles to play. Camera 30 15 Wed 9 Nov AA canadagoose.com CANADA GOOSE Thrive with us Join Basecamp insider community designed to explore your world to this fullest and Live in the Open-every day ECOMMERCE FA In-person experiences inspired by the CANADA GOOSE First to shop Always ahead of the queve when you're Per an Expert expertise // RETAIL WHOLESALE 1244 BUILD OUR DTC NETWORK | 80#81Now in 57 countries and growing over the next five years. CANADA GOOSE BUILD OUR DTC NETWORK | 81#82Ship To: | EN Find a Store Women WOMEN MEN CANADA GOOSE KIDS Enhancing our digital platform. CANADA GOOSE FOOTWEAR COLLABORATIONS HUMANATURE 292 Results Sort Filters + Q Search Sign in Bag Enable Accessibility BUILD OUR DT C NETWORK | 82#83CANADA GOOSE command Find t 12* CA V DISCOVER YOUR NEAREST STORE C 4 Your Bag ($CAD) Fede 5 G B 7 FAQ Shelburne Parks For Reformation Print Payment Coriander Print Product Care 6 H A HOW CAN WE HELP! uns and Exchange Y WOMEN MEN KIDS OUR PRODUCTS Craftsma Customization FF Countr MacBook Pro CANADA GOOSE FOOTWEAR COLLABORATIONS HUMANATURE Workwe Beyond Blog Locations Careers Pemove Our Hory Gift Cards $1,550.00 i Order Summary 7 Subtotal Shipping Estimated Sales Tax Your Estimated Total shift f Guest Checkout Sign in for Faster Checkout return PayPal Email Address GET US IN YOUR INBOX delete í SCAD $1,550.00 Shop Unded States $1,550.00 TBO WELCOME TO CANADA GOOSE Would you like United States to be your default shipping country? Q Search Change Country Our focus and ecommerce roadmap. Personalized journey Frictionless purchase engagements Luxury experience BUILD OUR DT C NETWORK | 83#84Camera 10:15 Wed 9 Nov CANADA GOOSE AA canadagoose.com Discover the ess Enjoy express shipping and free returny. Shop Them Now CANADA GOOSE us Unlocking the endless aisle. In-person experiences e inspired by the and explore with First to shop Always ahead of the queue when you're with us Per an Expert expertise Season after season, we're still with you BUILD OUR DTC NETWORK | 84#85More than double our retail stores in five years. CANADA GOOSE BUILD OUR DTC NETWORK I 85#86Beijing CANADA GOOS London CANADA GOOSE ETHANT Toronto Milan CANADA GOOSE New York, SoHo Paris 2013 CHUIFFE Chicago Tokyo TOL 81877 Los Angeles Hong Kong BUILD OUR DT C NETWORK T 86#87Yorkdale, Toronto CANADA ARCTIC GOOSE *** PROGRAM CANADA GOOSE LARGE Our store model. SPRINKLERED CONNECTION te CANADA GOOSE SoHo, New York SMALL OOSE POP UP. CANADA FOUN CANADA GOOSE GOOSE Canada Goose @ Sundance Film Festival BUILD OUR DTC NETWORK | 87#88STORE ECONOMIC MODEL Replicate best-in-class unit economics in every store. >40% OPERATING MARGIN TARGET PER STORE AVG. -$1K CAPEX PER SQFT. CANADA GOOSE Operating Margin Efficient Store Footprint TARGET PAYBACK WITHIN 12 MONTHS Low Capital Investment Sales Density AVG. NET SELLING SPACE ~3,000 SQFT. >$4K SALES PER SQFT. BUILD OUR DTC NETWORK 188#89Building upon and optimizing DTC efforts. ADA G INVITING MORE PEOPLE THROUGH OUR DOORS MORE OFTEN CANADA GOOSE INCREASING SEASONAL PURCHASE LEVELS AND WITH EACH VISIT MANAGING COSTS WHILE STILL DELIVERING EXCEPTIONAL SERVICE BUILD OUR DTC NETWORK | 89#90739 GALERIES LAFAYETTE Best in class partners, influencers and trendsetters. CANADA GOOSE CALEI IES LAFAYETTE HOLT RENERE AMD AM THE WEBSTER BUILD OUR DTC NETWORK I 90#91THE WEBSTER CLEAR ALL CATEGORY DESIGNERS Canada Goose SALE WOMEN MEN CANADA GOOSE DESIGNERS BEAUTY HOME EDITORIAL Canada Goose We will leverage wholesale to drive exclusivity and relevance. Canada Goose X Feng Chen Wang Arctic Cashmere Toque Hat $250 14 items Trending Canada Goose X Feng Chen Wang Sence Blazer $1,295 Canada Goose X Feng Chen Wang Mercer Down Jacket BUILD $1.05 UR DTC NETWORK | 91#92Travel Retail presents a meaningful opportunity CANADA GOOSE 15-19 33-80 501-530 ARGERIK 501 SEESEEN WERK BUILD OUR DTC NETWORK 92 I#93Our Travel Retail Roadmap CURATED ASSORTMENT OF TOP STYLES CANADA GOOSE AS MANY AS 20 LOCATIONS WORLDWIDE 1. Forward-looking information. See "Disclaimer". 3-5 LOCATIONS IN FY 24 $100M ++ LONG- TERM OPPORTUNITY 1 BUILD OUR DTC NETWORK 93#94canadagoose.com Ship to: United States (SUSD) WOMEN MEN KIDS FEATURED TRADE-IN ABOUT Recommerce: Generations Generations Every piece has a story to tell Shop Now Trade In CANADA GOOSE Join Us Sign up to get the latest from Canada Goose Generations including new product releases, invites to events and other content. Email Address Subscribe Timeless for every generation Search 50% SECOND HAND CANADA GOOSE o#95Driving DTC engagement through Recommerce. CANADA GOOSE BUILD OUR DTC NETWORK I 95#96Generations supports our Sustainable Impact Strategy. OUR GOAL IS TO DIVERT 100% OF OUR ANNUAL WARRANTY WASTE BY 2025. CANADA GOOSE BUILD OUR DTC NETWORK I 96#97GOOSE Building Our DTC Network CARRIE BAKER, PRESIDENT I CANADA GOOSE CANADA GOOSE STAR IC REG#98North America ANA MIHALJEVIC, PRESIDENT (NA) CANADA GOOSE#99EMEA CARRIE BAKER, PRESIDENT CANADA GOOSE#100Operations Overview AMARAL GUERREIRO, JUKI JOHN MORAN, CHIEF OPERATING OFFICER CANADA GOOSE#101100 We control the end-to-end supply chain. 6126 MAX CAPITJ60 LBS/SHELF MAX CAPACITY: 960 L 6612 RAW MATERIALS AND OFFSHORE FINISHED GOODS 32.cel, SNOWCAP SOURCING: RED MAX CAPACITY: 960 43 cou CARDINAL 6115 CANADA GOOSE 43/799 LILAC G151 à PARI 32086 RAIL GREY 32241 WIRLESS 44-118 PLANET PURPLE 32.44 JU DOMESTIC PRODUCTION AND QUALITY ASSURANCE JUKI LOGISTICS AND WAREHOUSING D OPERATIONS I 101#102Manufacturing network evolution FACILITIES IN FY2017 ~1,100 PRODUCTION STAFF 5 DOMESTIC MANUFACTURING 6 OFFSHORE MANUFACTURING 32 DOMESTIC CONTRACT MANUFACTURING CANADA GOOSE Source: Total Finished Goods (Manufactured and Purchased) FACILITIES IN FY2023 -3,300 PRODUCTION STAFF 8 DOMESTIC MANUFACTURING 14 OFFSHORE MANUFACTURING 12 DOMESTIC CONTRACT MANUFACTURING 20% UNITS SOLD TO EMEA MARKETS 78% UNITS SOLD FROM DOMESTIC PROD. 2% UNITS SOLD TO APAC MARKETS OPERATIONS | 102#103Manufacture in the best factories in the world, with the right partners. CANADA GOOSE OPERATIONS | 103#104Whehe redak 1001 1001 Luxury Materials Selected for Performance SOURCED GLOBALLYC THROUGH 18 KEY SUPPLIERS AND 50 SECONDARY SUPPLIERS 39 CANADA GOOSE HOW 2017 SEAMANTEX AT YOU CRVEEN INSPECTED AND TESTED BY INTERNATIONALLY RECOGNIZED THIRD PARTIES 3D She Fabr 200 Sh ( REGIONAL OFFICES OVERSEE QUALITY AND COMPLIANCE OF RAW MATERIALS AND FINISHED GOODS OPERATIONS | 104#105Canadian Mfg. Various Locations Calgary Retail Only Stores Toronto All Channels Our Global Logistics Network Nashville eComm Channels CANADA GOOSE *********. Stores Allentown All Channels Customers in Mexico and Brazil Lichfield All Channels Offshore Mfg. Various Locations ********** Venlo All-Channels... Stores (EMEA) GLOBAL PRESENCE Distribution Center FG Manufacturing. CG Retail Stores Stores (APAC) Offshore Mfg. *********** Various Locations- HK Retail Only FG FLOWS FG from DC FG from Mfg. to DC Japan Shanghai All Channels All Channels Taiwan Retail Only ΟΡΕRΑΤΙΟΝ S | 105#106Operations Overview JOHN MORAN, CHIEF OPERATING OFFICER CANADA GOOSE 4P#107Create New and Expand Existing Categories, Rapidly WOODY BLACKFORD, CHIEF PRODUCT OFFICER CANADA GOOSE#108KEY AREAS OF FOCUS Category Expansion Entering new and expand existing categories CANADA GOOSE Seasonal Relevance Drive all-season relevance with product that protects in all climates Lead with Women Expand our offering for her Sustainability Purpose-led Sustainable Innovation CREATE NEW AND EXPAND EXISTING CATEGORIES 108#109KEY AREAS OF FOCUS CANADA GOOSE CANADA GOOSE Category Expansion Entering new and expand existing categories CREATE NEW AND EXPAND EXISTING CATEGORIES 109#110Product Evolution and Growth 2017 CANADA GOOSE HWD LWD 2023E APPAREL ACCESSORIES NYIES NIE OTHER 2028E CREATE NEW AND EXPAND EXISTING CATEGORIES I 110#111SNOW MANTRA EFFECT CANADA GOOSE O COUTERWEAR CREATE NEW AND EXPAND EXISTING CATEGORIES 111#112HWD CANADA GOOSE CANADA GOOSE CANADA XPAND EXISTING CATEGORIES I 112 CREATE NEW AND EXPA#113LWD THE WINNER IS... Outside Gear of the Year THE HYBRIDGE LITE JACKET CANADA GOOSE 1. Forward-looking information. See "Disclaimer". FY2023 YTD LWD 1 $250M 65% MARGIN CREATE NEW AND EXPAND EXISTING CATEGORIES | 113#114APPAREL CANADA GOOSE ESTATE PROGE T CARACA ACT PRO CREATE NEW AND EXPAND EXISTING CATEGORIES I 0 114#115FOOTWEAR CANADA GOOSE D 01 Let the restor C R E A ТЕ NEW AND EXPAND EXISTING CATEGORIES I 115#116EYEWEAR, BAGS & HOME CANADA GOOSE ZEISS CANADA CANADA GOOSE CANADA GOOSE CANADA ARCTIC GOOSE ARCTIC PROGRAM CREATDENTNIE W AND EXPAN EXISTING CATEGORIES I 116#117KEY AREAS OF FOCUS CANADA GOOSE Seasonal Relevance Drive all-season relevance with product that protects in all climates CREATE NEW AND EXPAND EXISTING CATEGORIES I 117#118CANADA GOOSE PITALE CREATE NEW AND EXPAND EXISTING CATEGORIES 1 118#119CANADA GOOSE CREATEN AND EXPAND EXISTING CATEGORIES 119#120CASADA GOOSE CANADA GOOSE C R E A ТЕ NEW AND EXPAND EXISTING CATEGORIES I 120#121FROM WARMTH TO PROTECTION IN ALL CONDITIONS Arctic COLD WARM CANADA GOOSE Ocean WET DRY Expand CREATE NEW AND EXPAND EXISTING CATEGORIES I 121#122Extreme Cold CANADA GOOSE CREATE NEW AND EXPAND EXISTING CATEGORIES 122#123EXTREME COLD CANADA GOOSE GOOD CANAR TAZM CREATE NEW AND EXPAND EXISTING CATEGORIES 123#124Extreme Wet CANADA GOOSE U.S. COAST CREATE NEW AND EXPAND EXISTING CATEGORIES | 124#125EXTREME WET CANADA GOOSE CREATE NEW AND EXPAND EXISTING CATEGORIES | 125#126CANADA GOOSE CREATE NEW AND EXPAND EXISTING CATEGORIES | 126#127Future Climates NOVATION LAB CANADA GOOSE CREATE NEW AND EXPAND EXISTING CATEGORIES I 127#128KEY AREAS OF FOCUS CANADA GOOSE Lead with Women Expand our offering for her CREATE NEW AND EXPAND EXISTING CATEGORIES 128#129LEAD WITH WOMEN CANADA GOOSE CREATE NEW AND EXPAND EXISTING CATEGORIE P 129#130Ge CANADA GOOSE CAM CREATE NEW AND EXPAND EXISTING CATEGORIES I 130#131KEY AREAS OF FOCUS CANADA GOOSE Sustainability Purpose-led Sustainable Innovation CREATE NEW AND EXPAND EXISTING CATEGORIES 131#132STANDARD EXPEDITION PARKA CANADA GOOSE KIND FLEECE CREATE NEW AND EXPAND EXISTING CATEGORIES I 132#133SUSTAINABILITY & INNOVATION CANADA GOOSE C R E A ТЕ NEW AND EXPAND EXISTING CATEGORIES | 133#134REFORMATION BUL Welcom NBA 1888 BAPE m OCTOBER'S VERY OWN SHING APE October Realtva UNION UNION INDON S43 ANGEL CHEN HOOD TRIM COLLECTIVE FENG CHEN WANG CONCEPTS CONCEPTS ARCTIC P HV fffff C CANADA GOOSE PROGRAM#135KEY AREAS OF FOCUS Category Expansion Entering new and expand existing categories CANADA GOOSE Seasonal Relevance Drive all-season relevance with product that protects in all climates Lead with Women Expand our offering for her Sustainability Purpose-led Sustainable Innovation CREATE NEW AND EXPAND EXISTING CATEGORIES 135#136Financials JONATHAN SINCLAIR, EVP & CFO FEBRUARY 7, 2023 CANADA GOOSE 136#137Our historical performance CANADA GOOSE FINANCIALS I 137#138$ Revenue DTC% Adjusted EBITDA¹ Adjusted EBITDA Margin¹ Adjusted Net Income Pricing CAGR Volume Units CAGR Retail Stores E-commerce Markets CANADA GOOSE IPO Promises Delivered FY 2020 OUTLOOK $629M 44% $139M 22.1% $76M 3% 15% 17 18 FINANCIAL OPERATIONAL FY 2020 $958M 66% $263M 27.5% $147M 13% 17% 20 13 1. Non-IFRS measures used in prior periods that may not be comparable to non-IFRS measures currently in use. Please refer to the Management's discussion and analysis of financial condition and results of operations of the Company for the applicable periods for additional information including definitions and reconciliations of non-IFRS measures to the nearest IFRS measure. PERFORMANCE 1.5X/+15% CAGR 1.5X 1.9X +540 bps 1.9X +10% CAGR +2% CAGR 3 5 FINANCIALS I 138#139TRACK RECORD OF GROWTH FROM FY2017-FY20 23E (IN MILLIONS CAD $ ) We have a strong record of growth. $1.2B REVENUE IN FY2023E¹,2 CANADA GOOSE ΝΕΤ INCOME $400 FY2017 $22 REVENUE CAGR 20% $958 FY2020 1. Forward-looking information. See "Disclaimer". 2. Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B $148 $1,185² FY2023E¹ $148 $74 18% AD J. EBIT CAGR 15% FY2017 $22 3. Non-IFRS specified financial measure. See "Disclaimer-Non-IFRS Financial Measures and Other Financial Measures". Adjusted EBIT for Fiscal 2023E is expected to be between $167M and $182M, and Adjusted EBIT Margin for Fiscal 2023E is expected to be between 14.2% and 15.3%. $202 21% FY2020 $148 3 $175³ 15% FY2023E $148 FINANCIAL SI 139#140TRACK RECORD OF GROWTH REVENUE BY GEOGRAPHY & CHANNEL (IN MILLIONS CAD$) This growth has been executed with discipline globally. REVENUE BY GEOGRAPHY APAC EMEA¹ ΝΑ $404 FY2017 CANADA GOOSE CAGR 20% $1,185 FY2023E² 1. Europe, Mid East, Africa, Latin America 2. Forward-looking information. See "Disclaimer". DTC $115 28% FY2017 REVENUE CAGR 38% $800 68% of total revenue FY2023E² WHOLESALE REVENUE $289 FY2017 CAGR 4% $365 FY2023E² FINANCIAL SI 140#141Our fiscal year 2028 Financial Targets. CANADA GOOSE $3B REVENUE ¹ 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures". 30% ADJ. EBIT MARGIN 1, 2 FINANCIAL SI 141#142REVENUE & ADJUSTED EBIT EVOLUTION: FY2023E-FY2028 (IN BILLIONS CAD$) Revenue momentum continues along same trajectory while adjusted EBIT accelerates. REVENUE CAGR 39% ADJ. EBIT CAGR² CANADA GOOSE 2 $1.2 FY2023E 1 20% 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. 2. Adjusted EBIT for Fiscal 2023E is expected to be between $167M and $182M. CAGR calculated based on a starting point of $175M (being the midpoint of that range) and an end-point of $900M, being the arithmetical application of 30% Adjusted EBIT Margin to $1.2B Revenue. See "Disclaimer - Financial Outlook" and "- Non-IFRS Financial Measures and Other Financial Measures". $3.0 FY2028F¹ FINANCIAL SI 142#143FISCAL YEAR 2028 TARGETS How we'll reach $3B revenue by 2028. CANADA GOOSE $3B 30% REVENUE ¹ 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures". ADJ. EBIT MARGIN 1, 2 FINANCIAL SI 143#1441. ACCELERATE CONSUMER-FOCUSED GROWTH CANADA GOOSE CANADA GOOSE Mama's 2. 201 BUILD OUT DTC NETWORK 3. CREATE NEW AND EXPAND EXISTING CATEGORIES, RAPIDLY FINANCIAL SI 144#145REVENUE WATERFALL (PRICING IMPACTS EMBEDDED/ IN BILLIONS CAD$) New Stores, New Markets and Store Productivity Fuels Topline Growth $1.2 FY2023E¹ New Commercial Initiatives CANADA GOOSE Store Productivity Ecommerce & Digital Wholesale & Other ORGANIC REVENUE GROWTH $3.0 FY2028E¹ COMMERCIAL INITIATIVES Expanding store network in existing markets, converting markets from distributor to DTC, deepen presence in Japan, open new markets, Generations, and travel retail combine to deliver significant revenue growth STORE PRODUCTIVITY Traffic, year-round product, and pricing combine with elevated retail experience and clienteling in the world's best retail store locations ECOMMERCE + DIGITAL Consumer-led journey drives higher conversion alongside pricing and expanded product offering WHOLESALE & OTHER Optimizing distribution, pricing opportunity, and continued buyback of key markets 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. FINANCIAL SI 145#146BUILD OUT DTC: GEOGRAPHICAL EVOLUTION ASSUMPTION REVENUE (IN BILLIONS CAD$) Strategically, balancing revenue across the regions. APAC EMEA NORTH AMERICA $1.2 FY2023E¹ CANADA GOOSE $3.0 ~4x ~3x ~2x FY2028E¹ REGIONAL OUTLOOKS APAC Mainland China - Brand strength allows for deeper penetration and entry in new locales ● · Japan & Korea - Potential size of Mainland China Hong Kong, Macau, Taiwan, Australia - Deepen retail presence and establish foothold where luxury already exists ● ● ΕΜΕΑ Grow store base in key cities; accelerate Women's business • Execute omnichannel rollout ● NORTH AMERICA • Deepen in key cities; "Quest West" in the US; expand omnichannel; strategic wholesale partners support volume; Generations • Optimize Canadian distribution between DTC and wholesale 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. FINANCIALS I 146#147BUILD OUT DTC: DTC VS.WHOLESALE GROWTH ASSUMPTIONS (IN BILLIONS CAD$) Growing our DTC channels to -80% revenue by 2028 driving profitability and sales. OTHER WHOLESALE DTC $1.2 FY2023E¹ CANADA GOOSE REVENUE $3.0 ~2x ~3x FY2028E¹ APAC EMEA ΝΑ 1. Forward-looking information. See "Disclaimer". Revenue for Fiscal 2023E is expected to be between $1.175B and $1.195B. NUMBER OF STORES 51 PERMANENT STORES FY2023E¹ 130-150 PERMANENT STORES ~3x ~3x ~2x FY2028E¹ FINANCIAL SI 147#148STORE ECONOMIC MODEL Replicate best-in-class unit economics in every store. >40% OPERATING MARGIN TARGET PER STORE AVG. -$1K CAPEX PER SQFT. CANADA GOOSE Operating Margin Efficient Store Footprint TARGET PAYBACK WITHIN 12 MONTHS Low Capital Investment Sales Density AVG. NET SELLING SPACE ~3,000 SQFT. >$4K SALES PER SQFT. FINANCIALS I 148#1491. ACCELERATE CONSUMER-FOCUSED GROWTH CANADA GOOSE CANADA GOOSE Mama's 2. 201 BUILD OUT DTC NETWORK 3. CREATE NEW AND EXPAND EXISTING CATEGORIES, RAPIDLY FINANCIAL SI 149#150ACCELERATE CATEGORY EXPANSION: PRODUCT CATEGORY GROWTH ASSUMPTIONS REVENUE Accelerate category expansion in our mission to be an all-season brand. HEAVYWEIGHT DOWN LIGHTWEIGHT DOWN APPAREL ACCESSORIES OTHER CANADA GOOSE 4x 3x REVENUE IN CAD $ FY2023E FY2028E 2x SHARE OF REVENUE *FY2017, FY2023E, FY2028E (Inside to Outside) FINANCIAL SI 150#151FISCAL YEAR 2028 TARGETS How we'll reach 30% adjusted EBIT margin by 2028. CANADA GOOSE $3B 30% REVENUE ¹ ADJ. E BIT MARGIN 1,2 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures". FINANCIAL SI 151#152We actively balance headwinds and tailwinds to keep channel gross margins in balance. CANADA GOOSE PRICING CHANNEL SHIFT TO DTC GEOGRAPHIC SHIFT TO APAC and EMEA MANUFACTURING LEVERAGE INPUT COST INFLATION DECREASING HEAVYWWEIGHT DOWN JACKET MIX INVESTMENT IN NEW PRODUCT CATEGORIES NEW BUSINESS MODELS WORKING CAPITAL OPTIMIZATION FINANCIAL SI 152#153GROSS MARGIN ASSUMPTIONS Pricing, channel and geographic shift deliver sustained gross margin gains. 1 LOW 70s¹ GROSS MARGIN TARGET in FY2028 CANADA GOOSE 68% FY2023E 1 Price 1. Forward-looking information. See "Disclaimer". Pricing power neutralizes input cost inflation, complexity in supply chain DTC Mix Shift Cost Inflation Inflation drives raw materials, labour, and purchased FGs up; shift to in-house delivers OH efficiencies Scaling of higher margin geographies and expansion of wholesale- dominated markets Channel Mix Geographic Mix Recommerce and Travel Retail enter at lower margins HWD funds new products at lower margin Product Expansion New Business Models -70% FY2028E¹ FY2028E MID 70s DTC¹ FY2028E MID-HIGH 40s WHOLESALE ¹ FINANCIAL SI 153#154CRITICAL DRIVERS OF ADJUSTED EBIT MARGIN TARGET BY FISCAL 2028 DTC expansion, store productivity and operating leverage mission critical to Adjusted EBIT Margin growth. 15% FY23E DTC Expansion CANADA GOOSE Store Productivity Wholesale Growth 1. Forward-looking information. See "Disclaimer". Marketing Operating Leverage Capex Investment 30% FY28E 1 KEY CALLOUTS DTC comp performance and return to historical levels key Marketing deleverages to support DTC expansion and new product Operating leverage delivered through focused approach to cost savings and realizing benefits of earlier stage investments FINANCIAL SI 154#155The Power of Our Luxury DTC Levers PRICING CANADA GOOSE UNITS PER TRANSACTION CONVERSION CANADA GOZ NADA GOOSE OPEN NEW STORES FINANCIAL SI 155#156SUPPORTS OUR BUSINESS ACCELERATORS We intend to re-platform our operating model and cost base to deliver revenue growth to $3B¹ and 30% adjusted EBIT margin.¹,2 $150m SAVED & AVOIDED COSTS BY FY28 CANADA GOOSE Direct Cost of Goods Sourcing Technology Organization & Operating Model Marketing SG&A = 40% of Revenue in FY28 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer-Non-IFRS Financial Measures and Other Financial Measures". FINANCIAL SE 156#157BALANCE SHEET GOALS (IN BILLIONS CAD$) Improved inventory turnover key to optimizing working capital. INVENTORY TURNOVER BY 2028 — NETWORKING CAPITAL² INVENTORY NWC AS% OF REVENUE² CANADA GOOSE -25% 1 FY23E¹ 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures". FY28E 1 FINANCIAL SI 157#158PRIORITIES FOR CAPITAL ALLOCATION Capital priorities focused on driving business growth and value. 1. Re-invest cash in the business to execute growth plans: consumer focus, DTC expansion, product. CANADA GOOSE 2. Opportunistic repurchase of shares. 3. Maintain Appropriate Leverage. FINANCIALS I 158#159FISCAL YEAR 2028 TARGETS Our bar is high for our 5-year financial vision. CANADA GOOSE $3B REVENUE ¹ 1. Forward-looking information. See "Disclaimer". 2. Non-IFRS specified financial measure. See "Disclaimer - Non-IFRS Financial Measures and Other Financial Measures". 30% AD J. EBIT MARGIN 1,2 FINANCIAL SI 159#160Q&A CANADA GOOSE 160#161CANADA GOOSED Thank You. PROGRAM CANADA GOOSE

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