加拿大鹅 GOOS 大跌 13% 又关香港事?

(Bloomberg) — Canada Goose Holdings Inc. fell on Wednesday after saying that unrest in Hong Kong hurt its business there and that wholesale revenue will decline this quarter. Earlier, the stock had risen, bolstered by sales in Asia.

Chief Executive Officer Dani Reiss said performance in Hong Kong, where Canada Goose recently opened a second store, was significantly impacted by protests. The parka maker reported global revenue increased 28% to C$294 million ($221 million) in the fiscal second quarter, outpacing projections. The company didn’t raise its guidance for the full year and reported that inventory expanded. For more details, see here.

Key Insights

The Toronto-based company cited “standout performances in Asia” during last quarter in its statement, but the follow-up comments about Hong Kong sparked a reversal in the shares. Despite the disruptions, demand in China remains strong, the company said.Investors also reacted to a forecast that third-quarter wholesale revenue would decline “in the mid teens,” as some orders were fulfilled earlier in the season this year. That drop doesn’t mesh well with a 61% jump in inventory that Canada Goose says it’s building up as a buffer to maximize production efficiency. Reiss said there’s no risk of excess because most of the inventory is carried over year after year and sold at full price.Canada Goose posted strong sales growth in the U.S., where it has faced increased scrutiny since going public over the use of coyote fur in its parkas. California became the first U.S. state to ban fur sales in October, with legislation to take effect in 2023.Management has moved to broaden its offerings beyond winter products, adding items such as rain gear and lightweight jackets. The company acquired bootmaker Baffin Inc. for C$32.5 million late last year to begin building a footwear business under the Canada Goose name.

回音宝宝 写道:

香港天气热. 无理由要买加拿大鹅. 自然系自由行.. 下一个受害者会否是 LVMH?

北京店买鹅送猪会不会有商机？

回音宝宝 写道:

加拿大猪, 没有瘦肉精. 利申: 33.78 GOOS 小注博反弹.

有时有有时无，要看习近平新时代猪肉思想怎么释法。

无缘无故大，跌睇定点好

回音宝宝 写道:

eflee 写道: 无缘无故大，跌睇定点好 赖香港示威啰. 不过, 只要广州人赍续买大鹅 D 羽绒就无有怕啦. 中环LV 近几日催泪弹放题一样无事. 共产党好快拨乱反正, 只不过30 岁以下既香港人无运行.

“广州人”买大鹅，笑死东北熊“普京”