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Aritzia Posts Record Q3 as U.S. and Digital Sales Power 43% Revenue Surge

Story Highlights
  • Aritzia delivered record Q3 revenue of $1.04 billion, with 34% comparable sales growth and rising margins.
  • U.S. and eCommerce expansion drove over 50% revenue growth in those channels, boosting profitability and brand momentum.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Aritzia Posts Record Q3 as U.S. and Digital Sales Power 43% Revenue Surge

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Aritzia ( (TSE:ATZ) ) just unveiled an update.

Aritzia reported record third-quarter fiscal 2026 results, with net revenue surging 42.8% year over year to $1.04 billion and comparable sales up 34.3%, driven by strong demand for its Fall/Winter assortment, new boutique openings, and enhanced digital initiatives, including the launch of its app. U.S. revenue jumped 53.8% to $621.1 million, now nearly 60% of total sales, while eCommerce revenue climbed 58.2% to $383.0 million. Profitability also improved, with adjusted EBITDA up 52.2%, net income rising 87.5% to $138.9 million, and margins expanding as SG&A costs fell as a percentage of revenue, underscoring the leverage in Aritzia’s operating model. Management highlighted continued momentum into the fourth quarter, particularly over the holiday period, reinforcing the company’s position as a fast-growing North American apparel player and signaling ongoing benefits for shareholders from its geographic expansion, digital growth, and brand-building strategy.

The most recent analyst rating on (TSE:ATZ) stock is a Buy with a C$133.00 price target. To see the full list of analyst forecasts on Aritzia stock, see the TSE:ATZ Stock Forecast page.

Spark’s Take on TSE:ATZ Stock

According to Spark, TipRanks’ AI Analyst, TSE:ATZ is a Outperform.

Aritzia’s overall stock score reflects its strong financial performance and positive earnings call, highlighting robust growth and strategic expansion, particularly in the U.S. market. However, the high valuation and overbought technical indicators suggest caution. The company’s ability to navigate tariff challenges and maintain growth momentum will be key to future performance.

To see Spark’s full report on TSE:ATZ stock, click here.

More about Aritzia

Aritzia Inc. is a Canadian design house and fashion retailer that markets its “Everyday Luxury” apparel and accessories through a growing network of boutiques and an expanding global digital platform. The company focuses heavily on the U.S. and Canadian markets, combining brick-and-mortar expansion with eCommerce growth and strategic marketing to build brand awareness and drive premium-positioned sales.

Average Trading Volume: 470,503

Technical Sentiment Signal: Buy

Current Market Cap: C$14B

For detailed information about ATZ stock, go to TipRanks’ Stock Analysis page.

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