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 ( ATZAF ) 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 ( ATZAF ) 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:

(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.)