The earnings call reflects a very positive sentiment, highlighting substantial revenue growth, significant expansion in the U.S. market, and strong performance across all channels. Despite ongoing challenges with tariffs and macroeconomic uncertainties, Aritzia's strategic initiatives and robust growth metrics position the company well for future success.

Company Guidance

In the recent earnings call for Aritzia's first quarter of fiscal 2026, the company reported a significant 33% increase in net revenue, reaching $663 million, which exceeded their guidance range. Growth was evenly distributed across channels, with retail revenue increasing by 34% and e-commerce by 30%. In the U.S., net revenue surged by 45%, fueled by a 40% increase in the active client base and strong performance from new and repositioned boutiques. In Canada, net revenue grew by 17%, supported by strategic marketing and product assortment. Aritzia's retail channel saw a 25% increase in total square footage, with 13 new and 3 repositioned boutiques opened over the past year. The company also achieved a gross profit margin of 47.2%, a 320 basis point increase, and adjusted EBITDA grew by 77% to $95 million. Looking ahead, Aritzia plans to open at least 12 new and 5 repositioned boutiques in fiscal 2026, with expectations of a 19% to 22% revenue growth in Q2. The company remains optimistic about reaching a fiscal 2027 adjusted EBITDA margin target of approximately 19%, amid efforts to mitigate tariff impacts and enhance supply chain diversification.

Record Revenue Growth

Aritzia achieved net revenue of $663 million, representing a 33% increase over the previous year and exceeding the top end of their guidance range.

U.S. Market Expansion

Net revenue in the United States increased by 45%, driven by new and repositioned boutiques and significant e-commerce growth.

Strong Comparable Sales Growth

Comparable sales grew by 19%, with double-digit positive growth across all channels and geographies.

Retail Channel Success

Retail net revenue increased by 34%, supported by a 25% increase in retail square footage and strategic real estate expansion.

E-Commerce Growth

E-commerce net revenue rose by 30%, facilitated by a 50% increase in U.S. e-commerce traffic and enhancements to the aritzia.com website.

Inventory and Margin Improvements

Gross profit margin expanded 320 basis points to a record 47.2%, aided by optimized inventory and smart spending initiatives.

Adjusted EBITDA Growth

Adjusted EBITDA increased by 77% year-over-year, with a margin expansion of 360 basis points to 14.4%.

Aritzia (TSE:ATZ) Earnings, Revenues Date & History

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TSE:ATZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 08, 2025	2026 (Q2)	0.38 / -	0.21	―	―	―
Jul 10, 2025	2026 (Q1)	0.39 / 0.42	0.22	90.91% (+0.20)
May 01, 2025	2025 (Q4)	0.70 / 0.83	0.34	144.12% (+0.49)
Jan 09, 2025	2025 (Q3)	0.62 / 0.71	0.47	51.06% (+0.24)
Oct 10, 2024	2025 (Q2)	0.15 / 0.21	0.03	600.00% (+0.18)
Jul 11, 2024	2025 (Q1)	0.16 / 0.22	0.1	120.00% (+0.12)
May 02, 2024	2024 (Q4)	0.32 / 0.34	0.4	-15.00% (-0.06)
Jan 10, 2024	2024 (Q3)	0.43 / 0.47	0.67	-29.85% (-0.20)
Sep 28, 2023	2024 (Q2)	-0.04 / 0.03	0.44	-93.18% (-0.41)
Jul 11, 2023	2024 (Q1)	0.09 / 0.10	0.35	-71.43% (-0.25)

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.

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Missed

TSE:ATZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 10, 2025	C$74.05	C$75.14	+1.47%
May 01, 2025	C$49.60	C$56.42	+13.75%
Jan 09, 2025	C$56.99	C$67.86	+19.07%
Oct 10, 2024	C$50.02	C$47.20	-5.64%

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.