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 ( ATZAF ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat C$812 C$752.85

Revenue mln mln (11

Analysts

)

Q2 Beat C$0.59 C$0.39

Adjusted (11

EPS Analysts

)

Q2 EPS C$0.56

Q2 Beat C$69.80 C$46.16

Adjusted mln mln (9

Net Analysts

Income )

Q2 Gross 43.80%

Margin

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 ( ATZAF ) 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:

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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.)