Aritzia Inc. (TSX: ATZ) Q2 2026 Earnings Call | 10/10/2025

5 months ago

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Earnings Calls

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Aritzia Inc. (TSX: ATZ) reported a robust Q2 2026 performance, with net revenue surging 31.9% year-over-year to $812.1 million, surpassing consensus expectations. Retail net revenue jumped 34.3% to $571.7 million, while eCommerce grew 26.5% to $240.3 million, fueled by double-digit gains across geographies and exceptional response to Fall launches. Gross profit soared 43.7% to $355.6 million with margin expanding by 360 basis points to 43.8%. Net income increased 263.4% to $66.3 million, or $0.56 per diluted share—a 250% surge over the prior year. Adjusted net income rose 184.6% to $69.8 million ($0.59 per diluted share), and adjusted EBITDA more than doubled to $122.7 million, representing a margin of 15.1%. Strong cost discipline was highlighted by SG&A ratio improvement to 30.8% (down 160 bps), supporting broad margin gains. US net revenue advanced 41% to $486.1 million, now representing nearly 60% of total sales. Comparable sales grew 21.6%, driven by high demand for new collections, strategic marketing, and new boutique openings—store count reached 134, up 9.8% year-over-year. Guidance for Q3 2026 forecasts net revenue between $875 and $900 million (+20–24% year-on-year), while full-year guidance was affirmed at $3.30–$3.35 billion, with adjusted EBITDA margin expected between 15.5% and 16.5%. Management cited ongoing inventory discipline, geographic and digital expansion, and continued gross margin improvement as key priorities. Potential risks include macro uncertainty and evolving retail competition. About Inside Ticker: Inside Ticker provides clear, timely, and professional coverage of earnings reports, market updates, and financial insights. Stay informed with in-depth analysis at https://www.insideticker.com/. HashTags: #aritzia #atz #q22026 #earnings #financialresults #revenue #netincome #eps #grossmargin #ebitda #retail #ecommerce #fashion #StoreExpansion #usa #canada #brandgrowth #marketing #BoutiqueOpenings #investorupdate #insideticker #quarterlyresults #guidance #ComparableSales #marginexpansion #inventory #digitalgrowth #financialstrength #shareholderreturns #luxuryfashion #omnichannel #businessupdate

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