Aritzia Inc
OTC:ATZAF

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Aritzia Inc
OTC:ATZAF
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Price: 88.09 USD 3.44% Market Closed
Market Cap: 9.9B USD

Aritzia Inc
Investor Relations

In the bustling world of fashion retail, Aritzia Inc. has carved out a distinctive niche characterized by an enduring commitment to quality and style. Founded in 1984 by Brian Hill in Vancouver, Canada, Aritzia began as a modest boutique with a vision to offer beautifully designed apparel for women. Over the decades, this vision evolved into a sophisticated business model that now operates numerous boutiques across North America. The backbone of Aritzia's success lies in its curated shopping experience and exclusive brands like Wilfred, Babaton, and Tna that cater to diverse style preferences. By maintaining tight control over its product lines—free from the constraints typically imposed by third-party wholesale arrangements—Aritzia ensures consistent quality and unique designs, which have become hallmarks of its brand.

Aritzia's growth story is further fueled by its savvy blending of brick-and-mortar allure with a seamless digital presence. The company operates an e-commerce platform designed to replicate the boutique experience, allowing customers worldwide to access its exclusive offerings. This strategic dual-channel approach not only broadens its reach but also fortifies its brand loyalty amid a competitive retail landscape. Aritzia's revenue model thrives on direct-to-consumer sales, which have significantly outperformed in-store traffic since expanding its digital footprint. This hybrid model, coupled with disciplined inventory management and a keen eye on fashion trends, has positioned Aritzia as a resilient player in the retail sector, adeptly navigating both economic shifts and evolving consumer tastes with a flair that reflects its Vancouver roots.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 9, 2025
AI Summary
Q2 2026

Revenue Beat: Aritzia delivered Q2 net revenue of $812 million, up 32% year-over-year and above the high end of guidance.

Margin Expansion: Gross profit margin rose 360 basis points to 43.8%, and adjusted EBITDA margin improved by 610 basis points to 15.1%, despite tariff headwinds.

US Market Strength: U.S. net revenue jumped 41%, driven by boutique openings, strong e-commerce, and increasing brand awareness.

Guidance Raised: Full-year net revenue guidance was increased to $3.3–$3.35 billion (21–22% growth); EBITDA margin guidance remains at 15.5% to 16.5%.

Digital and Retail Investments: Strong growth in e-commerce (up 26%) with new website and upcoming mobile app launch; continued expansion with new and repositioned boutiques.

Tariff Headwinds Managed: Tariff and de minimis-related pressures increased, but mitigation strategies have kept margin outlook unchanged.

Share Buybacks: Company has repurchased 450,000 shares and expects to offset at least 1 million shares of option dilution this year.

Key Financials
Net Revenue
$812 million
Comparable Sales
22%
US Net Revenue
$486 million
Canada Net Revenue
$326 million
Retail Net Revenue
$572 million
E-commerce Net Revenue
$240 million
Gross Profit
$356 million
Gross Profit Margin
43.8%
SG&A Expenses
$250 million
Adjusted EBITDA
$123 million
Adjusted EBITDA Margin
15.1%
Inventory
$527 million
Cash
$352 million
Debt
No debt
Revolving Credit Facility Utilization
0 drawn on $300 million facility
Share Buyback
450,000 shares repurchased; targeting 1 million shares for the year
Earnings Call Recording
Other Earnings Calls

Management

Mr. Brian James-Beaumont Hill
Founder & Executive Chairman
No Bio Available
Ms. Jennifer Wong
CEO & Non-Independent Director
No Bio Available
Mr. Dave MacIver
Chief Information Officer
No Bio Available
Ms. Pippa Morgan
Executive Vice President of Retail
No Bio Available
Ms. Beth Reed
Vice President of Investor Relations
No Bio Available
Ms. Ada San
VP of Legal & Corporate Secretary
No Bio Available
Ms. Karen Kwan
Chief People & Culture Officer
No Bio Available
Carly Bishop
Executive Manager of Office of the Chief Executive Officer
No Bio Available

Contacts

Address
BRITISH COLUMBIA
Vancouver
Suite 118, 611 Alexander St.
Contacts
+16042513132.0
aritzia.com