The earnings call reflects a strong quarter with significant revenue growth, particularly in the U.S. and eCommerce segments. The expansion of flagship stores and successful sales events further highlight positive momentum. Despite challenges such as higher freight costs and flat revenue in Canada, the overall sentiment is positive due to the robust growth and strategic successes.

Company Guidance

During Aritzia's third quarter fiscal 2025 earnings call, the company provided optimistic guidance based on several notable metrics. They reported a net revenue increase of 12% to $729 million, with comparable sales growth of 6.6%. Excluding the impact of last year's Digital Archive Sale and the timing shift of their Vancouver Warehouse Sale, normalized net revenue rose by 16%, and normalized comparable sales grew by 9.2%. The United States market was a significant growth driver, with normalized net revenue growth of 27%. Aritzia's eCommerce sector also saw a 22% increase in net revenue, marking a third consecutive quarter of acceleration. They expect their fourth-quarter net revenue to range from $830 million to $850 million, indicating a growth of 22% to 25% compared to the previous year, excluding the 53rd week. The company forecasts a gross profit margin increase of approximately 400 basis points for the fourth quarter and a full-year net revenue outlook of $2.67 billion to $2.69 billion, reflecting 15% growth from fiscal 2024.

Strong Revenue Growth

Net revenue increased by 16% in Q3, excluding certain sales events, driven by strong performance in eCommerce and U.S. market expansion.

Record-Breaking Sales Events

Record daily highs in retail and eCommerce sales during Black Fiveday event, with nearly 40% of stores achieving all-time sales records.

U.S. Market Performance

Net revenue in the U.S. increased by 27% in the third quarter, showcasing strong brand affinity and growth in eCommerce and boutique performance.

eCommerce Acceleration

Net revenue in eCommerce increased by 22%, marking the third consecutive quarter of acceleration, driven by traffic growth and digital marketing investments.

Adjusted EBITDA Margin Expansion

Adjusted EBITDA margin increased by 470 basis points to 18.7% in Q3, showcasing effective cost management and revenue growth.

Flagship Store Openings

Opened new flagship stores in key locations, enhancing brand presence and customer engagement, with strong initial performance.

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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
Oct 04, 2018	2019 (Q2)	- / 0.16	0.09	77.78% (+0.07)	―	―
Jan 09, 2019	2019 (Q3)	- / 0.31	0.26	19.23% (+0.05)	―	―
May 09, 2019	2019 (Q4)	- / 0.21	0.19	10.53% (+0.02)	―	―
Jul 11, 2019	2020 (Q1)	- / 0.17	0.13	30.77% (+0.04)	―	―
Oct 15, 2019	2020 (Q2)	- / 0.18	0.16	12.50% (+0.02)	―	―
Jan 09, 2020	2020 (Q3)	- / 0.32	0.31	3.23% (+0.01)	―	―
May 28, 2020	2020 (Q4)	- / 0.21	0.21	0.00% (0.00)	―	―
Jul 09, 2020	2021 (Q1)	- / -0.23	0.17	-235.29% (-0.40)	―	―
Oct 14, 2020	2021 (Q2)	- / 0.01	0.18	-94.44% (-0.17)	―	―
Jan 13, 2021	2021 (Q3)	- / 0.29	0.32	-9.38% (-0.03)	―	―

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

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TSE:ATZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 09, 2025	C$56.99	C$67.86	+19.07%
Oct 10, 2024	C$50.02	C$47.20	-5.64%
Jul 11, 2024	C$41.51	C$47.66	+14.82%
May 02, 2024	C$36.13	C$35.82	-0.86%

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.

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