NYSE

Canada Goose Holdings Inc.

GOOS

3 stories

$761M Market cap · 2026-10-08

@TidefallCapital Sep 5 1 click

Trevor Scott on X

@kashyap286 $GOOS?

@TidefallCapital Aug 24

Trevor Scott on X

$GOOS continues to fly south new 52 week low -88% drawdown over 7 years. https://t.co/V8kTwqDJVy

@catechwilliams Oct 9 5 clicks

catechwilliams on X

$AS 50x P/E levered retail roll-up w only one decent asset (Arc’teryx). Stagnating in the US, nearly fully-penetrated in China. >$500 jackets didn’t work for $GOOS in Asia. Arc already bigger. Hyper promotional mgmt sent the stock skyward. This is going to be an epic crash.

Investor Letters

Letters that discuss GOOS.

Patient Capital Management 3Q25 Portfolio Activity & Attribution 3Q25 PGEN $2.7BBABA $276BCROX $5.5B
Patient Capital Management 2Q25 Portfolio Activity and Attribution 2Q25 BABA $276BCOIN $47BCOST $418B

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