Lucas Hudson's questions to Canada Goose Holdings (GOOS) leadership • Q1 2026
Question
Lucas Hudson, on for Alex Perry, asked about the expected drivers of sequential improvement throughout the year and how much of that improvement is based on better macro conditions versus the company's own initiatives. He also inquired whether the APAC region outside of Mainland China is expected to outperform Mainland China for the remainder of the year.
Answer
Neil Bowden, CFO, clarified they could not comment on sequential improvement without guidance but reiterated that their plan is to drive performance through internal initiatives in a tough macro environment. Beth Clymer, President & COO, added that as a small brand with significant runway, they can succeed even in volatile environments. Regarding APAC, Neil Bowden stated that the business outside Mainland China is relatively small and that given some softness in Japan and traffic pressure in Hong Kong, he suspects Mainland China has more upside for the rest of the fiscal year.