Corrected: Aritzia Q1 revenue up 33%, beats estimates (July 10)

Aritzia

11/07/2025 12:22

Repeats story to attach to corrected alerts. The July 10 story was earlier corrected to change the currency to C$ from $ in the Outlook section

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 C$730 mln and C$750 mln.

Company anticipates FY 2026 revenue of C$3.10 bln to C$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/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
C$663 mln
C$638.80 mln (10 Analysts)
Q1 Adjusted EPS
Beat
C$0.42
C$0.38 (10 Analysts)
Q1 EPS
C$0.36
Q1 Net Income
C$42.40 mln
Q1 Gross Margin
47.2%


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.)