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Nervous markets await NvidiaThis summary was created by AI, based on 25 opinions in the last 12 months.
Aritzia Inc. (ATZ) is witnessing a pivotal moment in its growth trajectory, driven by a robust expansion strategy in the United States, where it plans to open 8 to 10 new stores annually. Experts highlight a significant turnaround in the company following inventory issues from previous years, with recent quarterly earnings surpassing expectations. Major flagship re-openings in key markets like New York and Chicago contribute to sales growth, and analysts predict a potential EPS growth of over 30% next year. Despite some performance volatility due to consumer sentiment and macroeconomic factors, the majority of insights emphasize Aritzia's strong brand presence, effective management, and bright growth outlook, especially in the U.S. retail landscape. While challenges remain, the sentiment is largely optimistic about the company's long-term prospects.
Really impressive Q4, very strong brand, US expansion is going extremely well. Tariff impact due to where it sources product, and investors are still evaluating that (and you should, too, before stepping in). He's always wanted to own, but trades at premium. Long-term will do well, quality company, excellent financials.
With tariffs, could see the price of clothing go up. As Springsteen sang, textile jobs are not coming back to NA; clothes will still be imported. Impact on the clothing industry remains to be seen. Thinks prices will go higher, but people still need to get dressed. Onshoring will be a multi-year journey.
Correction is probably overdone, will probably bounce.
He'd loaded up, but trimmed yesterday to bring the position back in line. Still loves the outlook for the stock, one of his major weightings. US expansion going extremely well, lots of runway. Price target in 2-3 years might be $75-85. If $75, don't buy now. If $85, could buy a bit today and average in.
Following its inventory issues of a couple of years ago, ATZ has staged an impressive turnaround, certainly. EPS of 71c beat estimates of 62c; sales of $728.7M beat estimates of $698M. EBITDA of $136M beat estimates by 15%. Aritzia could meet the high end of 4Q sales guidance of 31% growth (adjusting for the extra week) to C$850 million, driven by three upsized flagship reopenings -- two in New York and one in Chicago -- along with 11 new boutiques opened. It could also achieve a comparable sales increase in the high teens. The flagships are the equivalent of 10 regular stores. Ebitda margin, which expanded 450 bps year to date, is poised to grow another 500 bps in 4Q, on higher initial mark-ons, lower clearance and as the company leverages fixed costs. Bloomberg notes consumer-transaction data indicates 4Q-to-date adjusted observed US sales are tracking well above consensus, supporting guidance for a 25% rise, with one less week this year vs. last. We would be quite fine moving to a full position along with the strong results, guidance and positive momentum.
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Huge growth runway in US. Tough year, but turned things around. Earnings are improving; revenue and sales are starting to accelerate. Not a perfect proxy, but Google Black Friday trends on ATZ are at new highs. About 5% of his global growth fund.
Yes, fashion can be tricky. That's why he likes fashion companies that don't have a signature "look". GPS in the 90's and GOOS have faced this issue. Whereas ATZ has a broad product portfolio; goal is highest quality at best price point.
Very strong brand name with growing footprint in USA. Excellent price to value proposition on the stock markets. Recent meeting with CEO very positive. Share price below pre Covid-19 levels. Expecting 8-10 new stores in the US annually. Earnings projected to grow with expanded margins. EPS growth also projected to rise as more sales roll in. Would recommend to long term shareholders.
Nice run, but still likes it. Quarterly results very strong. Company's seeing softness on the Canadian side. Very strong growth in the US. Opening new stores; upping marketing spend to facilitate that, and some investors didn't approve so stock pulled back. Long-term growth profile in place. Areas of growth further out include beyond NA and e-commerce.
Fundamental things precipitated recent downdraft. Yesterday's chart showed fair bit of institutional selling. When you see that, typically more downside. Wouldn't be surprised to see $37.
Chart shows a longer-term uptrend, so he doesn't mind accumulating. However, context is 4-year cycle will peak in first half of 2025. There will be a better chance to invest once we're through that.
Aritzia Inc. is a Canadian stock, trading under the symbol ATZ-T on the Toronto Stock Exchange (ATZ-CT). It is usually referred to as TSX:ATZ or ATZ-T
In the last year, 12 stock analysts published opinions about ATZ-T. 4 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Aritzia Inc..
Aritzia Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Aritzia Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
12 stock analysts on Stockchase covered Aritzia Inc. In the last year. It is a trending stock that is worth watching.
On 2025-05-14, Aritzia Inc. (ATZ-T) stock closed at a price of $66.42.
It has had 30% revenue growth year over year and e-commerce was up over 50%. It did temper guidelines in the last report. Wait for a downturn because it has history of volatility and is up a lot right now. The market is myopic in the way it looks at quarter by quarter results and any changes in margins.