- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Much here will depend on China and its big impact on GOOS. In terms of analysts' consensus, they still expect ATZ to show faster earnings growth in its next fiscal year (close to 100% in a recovert). But, as we know, it has not exactly hit it out of the ballpark in the past year. GOOS is expected to grow about 25%. GOOS is also cheaper on valuation and has a less leveraged balance sheet (though still leveraged). Expectations on both are low, and the current venemous investor hate on for ATZ could see it bounce strongly on ANY good news. But, we have to side with GOOS today on this.