Canada's Aritzia Q3 adjusted EPS beats estimates, partly helped by e-commerce growth

Aritzia

08/01/2026 21:27

Overview

Fashion retailer's fiscal Q3 revenue rose 42.8%, driven by digital and boutique growth

Adjusted EPS for fiscal Q3 beat analyst expectations

Adjusted net income for fiscal Q3 beat analyst expectations

Outlook

Aritzia expects Q4 net revenue between C$1.100 bln and C$1.125 bln

Company anticipates FY 2026 net revenue of C$3.615 bln to C$3.640 bln

Aritzia projects FY 2026 adjusted EBITDA margin of 16.5% to 17.0%

Result Drivers

DIGITAL INITIATIVES - Launch of mobile app and digital marketing investments drove e-commerce revenue growth

US EXPANSION - 54% increase in US net revenue attributed to real estate expansion and e-commerce growth

GEOGRAPHIC EXPANSION - New boutique openings and repositioning contributed to retail revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
C$1.10
C$0.89 (13 Analysts)
Q3 EPS
C$1.16
Q3 Adjusted Net Income
Beat
C$131.20 mln
C$104.72 mln (10 Analysts)
Q3 Gross Margin
46.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 1 "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$132.00, about 6.6% above its January 7 closing price of C$123.80

The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nCNWWKGM0a

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(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.)