Aritzia (ATZAF)
OTHER OTC:ATZAF
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.72Last Year’s EPS
0.6Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated overwhelmingly positive operational and financial momentum: record revenue, broad-based channel and geographic growth, a highly successful app launch, margin expansion, strong cash position and share repurchases, and raised near-term guidance. Notable headwinds remain from tariffs and the removal of the de minimis exemption (material margin pressure), transitory fulfillment/DC costs, elevated inventory, and the need to scale international operations. Management appears confident in execution, mitigation plans, and a continued real estate and digital growth cadence.Company Guidance
Record Quarterly Revenue
Total net revenue reached $1.04 billion in Q3 — the company's first $1B quarter — representing a 43% increase year-over-year and outperforming the top end of guidance.
Robust Channel Performance
E-commerce net revenue increased 58% to $383 million while retail net revenue rose 35% to $657 million; comparable sales grew 34% driven by double-digit growth across all channels and geographies.
Strong U.S. and Canadian Growth
U.S. net revenue increased 54% to $621 million (driven by nearly 60% traffic growth and ~30% square footage growth in the U.S.); Canada net revenue rose 29% to $419 million.
Highly Successful Mobile App Launch
Aritzia app surpassed expectations with more than 1.4 million downloads, was the #1 app on launch day, ranked #1 shopping app in Canada for extended periods, drove strong adoption and immediate sell-through on exclusive drops.
Margin and Profitability Expansion
Gross profit grew 44% to $479 million and gross margin expanded 30 basis points to 46% despite tariff pressures; adjusted EBITDA rose 52% to $208 million with EBITDA margin up 120 bps to 20% (220 bps expansion excluding non-operational FX); adjusted net income per diluted share increased 55%.
Healthy Balance Sheet and Shareholder Returns
Liquidity of $620 million in cash, no debt, $0 drawn on $300 million revolver; repurchased 474,000 shares for $41.3 million under NCIB since May 7.
Retail Expansion and Real Estate Economics
Opened 13 new and 4 repositioned boutiques over the past 12 months (5 new boutiques in Q3), retail square footage up in the high teens; new U.S. boutiques are tracking to pay back in less than 1 year on average (target 12–18 months).
Raised Near-Term Guidance
Q4 revenue guidance of $1.10B–$1.125B (up 23%–26% YoY) and full-year revenue raised to $3.615B–$3.64B (up 32%–33% YoY); FY26 adjusted EBITDA margin outlook increased to 16.5%–17%.
International and Product Momentum
International e-commerce sales more than doubled YoY; product assortments, collaborations (e.g., Nike), and inventory positioning drove higher full-price sell-through and improved markdown rates.
ATZAF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ATZAF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 08, 2026 | $90.41 | $94.35 | +4.36% |
Oct 09, 2025 | $56.84 | $61.47 | +8.15% |
Jul 10, 2025 | $53.69 | $54.77 | +2.01% |
May 01, 2025 | $35.28 | $40.72 | +15.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aritzia (ATZAF) report earnings?
Aritzia (ATZAF) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Aritzia (ATZAF) earnings time?
Aritzia (ATZAF) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ATZAF EPS forecast?
ATZAF EPS forecast for the fiscal quarter 2026 (Q4) is 0.72.
