Canada Goose Investor Day Presentation Deck
GROSS 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 153View entire presentation