Research Notes: Canada Goose And The Impossible Market
The story of GOOS encapsulates many of the challenges facing investors at the moment.
📍 TL;DR
Fundamental analysis is exceptionally difficult at the moment thanks to a staggering number of crosswinds.
GOOS stock provides a perfect example.
Management targets from the Investor Day suggest the stock is a multi-bagger. But four years’ worth of declining earnings imply an attractive short opportunity.
Picking a side is no easy task.