Canada’s Aritzia Q4 revenue up 33%, beats estimates on strong demand and U.S. growth

Aritzia

07/05/2026 21:30

Overview

Canada apparel retailer's Q4 revenue rose 33%, beating analyst expectations

Adjusted EPS for Q4 beat consensus, rising 39% year-over-year

Company repurchased 1.4 mln shares for C$145 mln in Q4 under buyback program

Outlook

Aritzia expects Q1 2027 net revenue of C$900 mln to C$925 mln, up 36%-39%

Company sees fiscal 2027 net revenue of C$4.4 bln to C$4.6 bln, up 19%-24%

Aritzia expects fiscal 2027 adjusted EBITDA margin of about 19%, up from 17.5%

Result Drivers

STRONG DEMAND - Co said robust demand for its product offering, supported by digital initiatives, new boutique openings and marketing investments, drove revenue growth

U.S. EXPANSION - Real estate expansion and strong comparable sales growth in the United States contributed significantly to revenue gains

MARGIN IMPROVEMENT - Gross profit margin rose due to lower markdowns, IMU improvement and leverage on store occupancy costs, partly offset by tariffs and de minimis exemption removal

Company press release: ID:nCNWpW7Fca

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
C$1.20 bln
C$1.14 bln (14 Analysts)
Q4 Adjusted EPS
Beat
C$1.15
C$1.03 (14 Analysts)
Q4 EPS
C$1.12
Q4 Adjusted Net Income
Beat
C$138.20 mln
C$122.73 mln (11 Analysts)
Q4 Gross Margin
43.30%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "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$155.00, about 4.7% above its May 6 closing price of C$148.09

The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 28 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)