Aritzia Q1 revenue up 33%, beats estimates

Aritzia

10/07/2025 21:11

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    Overview
  
    * Canadian fashion retailer Aritzia's fiscal Q1 2026 revenue rose 33%, beating analyst expectations, per LSEG data
    * Adjusted EPS for fiscal Q1 2026 exceeded estimates, reflecting strong operational performance, per LSEG data
    * Company announced a normal course issuer bid to repurchase up to 5% of shares

    
    Outlook
  
    * Aritzia expects Q2 2026 revenue between $730 mln and $750 mln.
    * Company anticipates FY 2026 revenue of $3.10 bln to $3.25 bln.
    * Aritzia sees FY 2026 adjusted EBITDA margin at 15.5% to 16.5%.

    
    Result Drivers
  
    * SPRING/SUMMER PRODUCTS - Strong client response to Spring/Summer products drove revenue growth, per CEO Jennifer Wong
    * BOUTIQUE EXPANSION - New and repositioned boutiques contributed to retail revenue increase
    * U.S. GROWTH - 45% increase in U.S. revenue fueled by real estate expansion and eCommerce momentum

    
    Key Details
  
                               
                               
 Metric    Beat/Mis  Actual    Consensu
           s                   s
                               Estimate
                               
                               
 Q1        Beat      C$663     C$638.80
 Revenue             mln       mln (10
                               Analysts
                               )
 Q1        Beat      C$0.42    C$0.38
 Adjusted                      (10
 EPS                           Analysts
                               )
 Q1 EPS              C$0.36     
 Q1 Net              C$42.40    
 Income              mln       
 Q1 Gross            47.2%      
 Margin                        
    
    Analyst Coverage
  
    * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
    * The average consensus recommendation for the apparel & accessories retailers peer group is "buy"
    * Wall Street's median 12-month price target for Aritzia Inc is C$82.50, about 9.6% above its July 9 closing price of C$74.58
    * The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 19 three months ago

    Press Release:  ID:nCNW9G3tya 

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)