Kessler Investment Group Buys $5 Million More in Luxury Outerwear Stock, Canada Goose

3 hours ago 4

Josh Kohn-Lindquist, The Motley Fool

Sat, February 7, 2026 astatine 5:24 PM CST 4 min read

According to a SEC filing dated Feb. 3, 2026, Kessler Investment Group, LLC bought 379,516 further shares of Canada Goose Holdings, with an estimated transaction worth of $5.05 cardinal based connected the quarterly mean stock price. The fund's quarter-end presumption worth accrued by $4.66 million, reflecting some the stock acquisition and changes successful Canada Goose Holdings' banal terms implicit the period.

This bargain brings the GOOS presumption to 3.7% of Kessler’s 13F reportable assets nether management.

Top holdings aft the filing:
- Alphabet: $20.44 cardinal (8.6% of AUM)
- Crowdstrike: $13.06 cardinal (5.5% of AUM)
- Roku: $12.63 cardinal (5.3% of AUM)
- Estee Lauder Companies: $10.64 cardinal (4.5%)
- Arista Networks: $10.35 cardinal (4.4%)

As of Feb. 6, 2026, GOOS shares were priced astatine $11.24, up 14.7% implicit the past year, outperforming the S&P 500 by 1 percent point.

Metric

Value

Revenue (TTM)	$1.04 billion
Net income (TTM)	$15.01 million
Price (as of marketplace adjacent 2/6/26)	$11.24
1-year terms change	14.7%

Canada Goose:

Offers show luxury apparel, including parkas, lightweight down jackets, rainwear, windwear, knitwear, footwear, and accessories, serving fall, winter, and outpouring seasons.
Generates gross done a premix of direct-to-consumer income (e-commerce and company-operated stores) and wholesale organisation to partners and retailers globally.
Targets affluent men, women, youth, and children crossed North America, Asia Pacific, Europe, and different planetary markets seeking premium outerwear and manner products.

Canada Goose Holdings is simply a starring decorator and shaper of luxury show apparel with a planetary footprint and a diversified transmission strategy.

Kessler’s acquisition of luxury outerwear banal Canada Goose is surely eye-catching. After conscionable 2 quarters of buying the stock, Kessler has already made the luxury concern its tenth-largest holding. Trading betwixt 1 and 1.5 times income successful Q3 and Q4 erstwhile Kessler bought, Canada Goose is simply a reasonably priced luxury banal to consider.

However, the institution precocious reported Q3 net connected Feb. 5th, and the marketplace sent GOOS banal down implicit 10%. Canada Goose grew full income by 14% and North American gross by 20%, portion delivering its 4th consecutive 4th of direct-to-consumer (DTC) income growth. However, its margins and net remained weaker than expected. It volition beryllium absorbing to spot if Kessler buys the dip erstwhile we get Q1 data.

Personally, the cyclicality and volatility successful apparel stocks typically scare maine distant from investing successful them. However, Canada Goose’s luxury tilt -- and present discounted valuation astatine conscionable 1.1 times income and 9 times escaped currency travel -- makes it overmuch much intriguing than most. Not lone person its down-filled products remained resilient implicit time, but its “newness” (new merchandise categories) income person doubled twelvemonth implicit year, suggesting that lawsuit appetite for the marque extends beyond its accepted offerings.