Kessler Investment Group Increases GOOS Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6h ago
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Should l Buy GOOS?
Source: NASDAQ.COM
- Share Acquisition Details: Kessler Investment Group disclosed on February 3, 2026, via an SEC filing, the acquisition of 379,516 shares of Canada Goose (GOOS) with an estimated transaction value of $5.05 million, reflecting confidence in the luxury market.
- Asset Management Proportion: This transaction brings Kessler's total GOOS holdings to 678,892 shares valued at $8.79 million, representing 3.7% of its 13F reportable assets, making it the fund's 10th-largest holding and indicating a strategic focus on luxury goods.
- Market Performance Analysis: As of February 6, 2026, GOOS shares were priced at $11.24, up 14.7% over the past year, outperforming the S&P 500 by one percentage point, demonstrating its competitive position in the luxury market.
- Financial Health Status: Despite Canada Goose reporting a 14% increase in total sales and a 20% rise in North American revenue in its recent Q3 earnings, its margins and earnings fell short of expectations, prompting investors to monitor its future financial performance and market reactions.
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Analyst Views on GOOS
Wall Street analysts forecast GOOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOS is 13.09 USD with a low forecast of 8.65 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 10.650
Low
8.65
Averages
13.09
High
16.00
Current: 10.650
Low
8.65
Averages
13.09
High
16.00
About GOOS
Canada Goose Holdings Inc. is a Canada-based company that operates a performance luxury outerwear, apparel, footwear and accessories brand. The Company designs, manufactures, and sells performance luxury apparel for men, women, youth, children, and babies. The Company’s product offerings include various styles of down-filled outerwear, rain and everyday jackets, fleece, vests, apparel, footwear, and accessories for the fall, winter, and spring seasons. The products it manufactures and sells are marketed under the Company’s brands: Canada Goose, Snow Goose and Baffin. Its apparel products include men’s and women’s leisure wear, including knitwear, sweats, and t-shirts. Its other outerwear products include rain and everyday collections, jackets for everyday occasions, fleece, and vests. The Company’s footwear and accessories products encompass men’s, women’s, and children’s products, including sneakers, boots, hats, scarves, gloves, hood trims, socks, bags and eyewear.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Share Acquisition Details: Kessler Investment Group disclosed on February 3, 2026, via an SEC filing, the acquisition of 379,516 shares of Canada Goose (GOOS) with an estimated transaction value of $5.05 million, reflecting confidence in the luxury market.
- Asset Management Proportion: This transaction brings Kessler's total GOOS holdings to 678,892 shares valued at $8.79 million, representing 3.7% of its 13F reportable assets, making it the fund's 10th-largest holding and indicating a strategic focus on luxury goods.
- Market Performance Analysis: As of February 6, 2026, GOOS shares were priced at $11.24, up 14.7% over the past year, outperforming the S&P 500 by one percentage point, demonstrating its competitive position in the luxury market.
- Financial Health Status: Despite Canada Goose reporting a 14% increase in total sales and a 20% rise in North American revenue in its recent Q3 earnings, its margins and earnings fell short of expectations, prompting investors to monitor its future financial performance and market reactions.
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- Share Acquisition: On February 3, 2026, Kessler Investment Group purchased an additional 379,516 shares of Canada Goose (GOOS) for approximately $5.05 million, reflecting confidence in the luxury market.
- Asset Allocation Shift: This acquisition brings GOOS to 3.7% of Kessler's reportable assets under management, indicating its increasing significance within the investment portfolio.
- Performance Overview: Despite GOOS shares priced at $11.24 on February 6, 2026, reflecting a 14.7% increase over the past year, the stock fell over 10% following disappointing earnings, prompting caution among investors.
- Market Outlook: Kessler's increased stake suggests optimism about GOOS's long-term potential, particularly as sales in new product categories have doubled year-over-year, indicating that if the company can manage costs and maintain brand premium, substantial returns may be on the horizon.
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- Stock Price Adjustment: Barclays has reduced its target price for Canadian Goose shares from $12 to $10.
- Weight Class Change: The company has also adjusted its weight rating from equal weight to underweight.
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- Investigation Launched: Holzer & Holzer, LLC is investigating whether Canada Goose Holdings Inc. complied with federal securities laws, indicating potential legal risks that could undermine investor confidence.
- Earnings Report Released: The Q3 fiscal 2026 report revealed that Canada Goose stated, “Margins this quarter reflected deliberate choices we made to expand product relevance,” yet failed to boost stock prices, leading to a decline instead.
- Stock Price Reaction: Following the earnings release, Canada Goose's stock price dropped, reflecting market concerns over its financial performance and future outlook, which could impact the company's financing capabilities and competitive position.
- Legal Consultation Offered: Holzer & Holzer encourages affected investors to reach out to discuss their legal rights, demonstrating the firm's proactive stance in protecting shareholder interests, which may prompt increased investor engagement and actions.
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