Customer EngagementIn the U.S., both new and returning users increased, with returning users growing for 12 consecutive months, indicating strong customer loyalty.
Financial PerformanceAritzia reported strong Q1/26 adj. EBITDA of $95.3mm, above estimate and consensus.
Market PositioningAritzia is well-positioned to execute on its significant U.S. growth opportunity, reflecting its strong momentum, growing brand affinity, and Everyday Luxury positioning.