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Aritzia (ATZ) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 09, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.88

Last Year’s EPS

0.42

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 13 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Jan 08, 2026|

% Change Since:

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

Management guided Q4 net revenue of $1.10–$1.125 billion (up 23%–26% year‑over‑year), driven by double‑digit comparable sales (assumed high‑teens comps, trending slightly ahead) and the contribution from boutique openings (four new U.S. boutiques planned in Q4); they expect Q4 gross profit margin to be approximately flat to up ~50 basis points versus Q4 FY25 (despite an estimated ~400 bps headwind from tariffs and the removal of the de‑minimis), SG&A as a percent of sales to be flat to down ~50 bps, and the company indicated the 2‑year stacked comp embedded in the outlook is roughly +43–46%. For full fiscal 2026 they raised net revenue guidance to $3.615–$3.64 billion (up 32%–33%) and increased adjusted EBITDA margin guidance to 16.5%–17% (noting that excluding ~280 bps of tariff/de‑minimis pressure for the year, adjusted EBITDA margin would be above their prior 19% target).

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.

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

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:ATZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 09, 2026	2027 (Q1)	0.88 / -	0.42	―	―	―
May 07, 2026	2026 (Q4)	1.03 / 1.15	0.83	38.55% (+0.32)
Jan 08, 2026	2026 (Q3)	0.89 / 1.10	0.71	54.93% (+0.39)
Oct 09, 2025	2026 (Q2)	0.39 / 0.59	0.21	180.95% (+0.38)
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)

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

TSE:ATZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	C$142.00	C$148.35	+4.47%
Jan 08, 2026	C$125.25	C$131.47	+4.97%
Oct 09, 2025	C$79.54	C$86.00	+8.12%
Jul 10, 2025	C$74.05	C$75.14	+1.47%

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.