Canada Goose (GOOS) will report fiscal fourth quarter (March) results tomorrow morning; management will host a call at 8:30. 

The company has blown away estimates on the top and bottom lines all eight quarter since coming public in March of 2017. 

Analysts expect fourth quarter adjusted EPS of CAD 0.05 vs. $0.09 last year with revenue up 27% to CAD $159 mln. 

The company will also guide for FY20 EPS and revenue growth. Analysts expect FY20 EPS +28% to CAD 1.28 with revenue up 26% to CAD 1.05 bln. 

Last quarter, Canada Goose raised FY19 EPS growth to mid-to-high 40% from at least 40% and revenue growth to mid-to-high 30% from at least 30%. The company tends to guide conservatively, but estimates appear low given the company's recent success. 


With a $5.5 bln valuation, the stock is as cheap as it has ever been relative to earnings, currently at ~40x EPS and 25x EV/EBITDA

TRADE: Any weak report and I will short it tomorrow