Clothing retailer Aritzia Q2 revenue beats estimates

Aritzia

09/10/2025 21:17

Overview

Aritzia fiscal Q2 2026 revenue grows 31.9% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q2 2026 beats consensus

U.S. net revenue rises 40.7%, driven by real estate expansion and eCommerce growth

Outlook

Aritzia expects Q3 2026 revenue between $875 mln and $900 mln, up 20% to 24%

Company forecasts FY 2026 revenue of $3.30 bln to $3.35 bln, up 21% to 22%

Aritzia plans FY 2026 capital expenditures of $200 mln for boutiques and distribution

Result Drivers

U.S. GROWTH - U.S. net revenue rose 40.7%, driven by real estate expansion and eCommerce growth

PRODUCT DEMAND - Robust demand for Fall collection and strong inventory position supported revenue growth

MARGIN EXPANSION - Gross profit margin improved due to IMU improvements and cost leverage

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
C$812 mln
C$752.85 mln (11 Analysts)
Q2 Adjusted EPS
Beat
C$0.59
C$0.39 (11 Analysts)
Q2 EPS
C$0.56
Q2 Adjusted Net Income
Beat
C$69.80 mln
C$46.16 mln (9 Analysts)
Q2 Gross Margin
43.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "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$94.00, about 13% above its October 8 closing price of C$81.81

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nCNWZjyPTa

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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.)