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    Lucas Hudson • Bank of America

    Lucas Hudson's questions to Canada Goose Holdings Inc (GOOS) leadership

    Lucas Hudson's questions to Canada Goose Holdings Inc (GOOS) leadership • Q1 2026

    Question

    Lucas Hudson, on for Alex Perry of Bank of America, asked about the expected drivers of improvement for the rest of the year, specifically the balance between macro recovery and internal initiatives, and whether APAC outside of Mainland China could outperform the mainland.

    Answer

    President & COO Beth Clymer emphasized that as a relatively small brand with significant runway, the company can succeed even in challenging macro environments by focusing on controllable initiatives. CFO Neil Bowden added that their plans do not assume a major macro improvement. He suggested that Mainland China likely has more upside for the fiscal year than the rest of the APAC region, which is smaller and faces some traffic pressures in markets like Hong Kong.

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    Lucas Hudson's questions to Topgolf Callaway Brands Corp (MODG) leadership

    Lucas Hudson's questions to Topgolf Callaway Brands Corp (MODG) leadership • Q1 2025

    Question

    Lucas Hudson asked what portion of the reduced Topgolf same-venue sales guidance was driven by April trends versus a more cautious outlook for the rest of the year, and what factors would lead to hitting the high or low end of the Q2 guide.

    Answer

    Topgolf CEO Artie Starrs clarified that the primary driver of the revised guidance was a softer outlook for the 3+ Bay corporate events business. He explained that the Q2 guidance range reflects this uncertainty; if the events business performs worse than current expectations, results would trend toward the lower end of the guide.

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