加拿大鵝 GOOS 大跌 13% 又關香港事?

(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.

回音寶寶 寫道:

香港天氣熱. 無理由要買加拿大鵝. 自然系自由行.. 下一個受害者會否是 LVMH?

北京店買鵝送豬會不會有商機？

回音寶寶 寫道:

加拿大豬, 沒有瘦肉精. 利申: 33.78 GOOS 小注博反彈.

有時有有時無，要看習近平新時代豬肉思想怎麼釋法。

無緣無故大，跌睇定點好

回音寶寶 寫道:

eflee 寫道: 無緣無故大，跌睇定點好 賴香港示威啰. 不過, 只要廣州人繼續買大鵝 D 羽絨就無有怕啦. 中環LV 近幾日催淚彈放題一樣無事. 共產黨好快撥亂反正, 只不過30 歲以下既香港人無運行.

“廣州人”買大鵝，笑死東北熊“普京”