Bain Capital, the private equity firm that holds a 60.5 percent multiple-vote share in Canada Goose, is reportedly exploring the sale of part or all of its controlling stake in the luxury outerwear company . The exploration, still in early stages, could involve interest from other PE firms and shareholders, though no formal transaction has been confirmed and neither Bain nor Canada Goose has commented .
Canada Goose’s fiscal 2025 results, released in May, showed strong momentum: Q4 revenue rose 7.4 percent to C$384.6 million with net income of C$27.7 million and adjusted Ebit of C$59.7 million. Full-year revenue reached C$1.348 billion, and operating margins improved, supported by robust direct-to-consumer growth and reduced inventory.
However, the company has faced recent headwinds, with China experiencing weaker performance in Q3 and guidance held back due to macroeconomic uncertainties and trade dynamics. Despite this, shares have climbed approximately 23 percent this year, valuing the firm at around US$1.26 billion.
If Bain proceeds with a stake sale, it could shift Canada Goose’s governance and open the door for strategic investors or even another majority holder. The move may intensify scrutiny ahead of the Q1 2026 earnings report on July 31. Investors will likely monitor whether the new ownership influences Canada Goose’s expansion strategy, especially in direct-to-consumer channels and emerging markets such as China. Given the stock’s recent recovery, valuation stability hinges on sustained sales momentum and successful navigation of global trade challenges.
