Aritzia Inc. (ATZ.TO) Buy, Sell or Hold

Aritzia Inc. (ATZ.TO)

121.24

-3.50 (2.81%)

as of Oct 6, 2026, 8:00:00 pm Market Open.

403 watching

BUY

He really likes this company. They are under-stored, unlike a lot of other retailers. Consumers love the brand. They have a good penetration. They have 1/4th the number of Instagram followers that Lulu Lemon have but are 1/10th the size. They are an influencer. He thinks their new strategic 5 year update in 2020 will be the catalyst for the next leg of growth.

PAST TOP PICK

(A Top Pick Jul 06/18, Up 9%) They missed a few quarters before, but scores in the top 5% for valuation. Great ROE with 23x earnings. It's still a growth story. Fine balance sheet. Almost 90% of their sales come from their in-house brands. They're good at hitting the niche between fast fashion and affordable luxury.

BUY

Nice store and his daughters shop there. They found a nice niche in a tough retail space. You're safe owning this. They're doing something right in keeping customers long-term.

WAIT

Came off, but has come back up. His question is when to buy? It's actually succeeding in the US. Well positioned between affordable luxury and fast fashion. Traffic is impressive. They've never had to close a store in 35 years due to failure. 20 consecutive years of increasing revenues. He's waiting for a stumble as an opportunity to buy.

HOLD

Recent earnings resulted in a bit of a sell off. Really cheap valuation and are always growing into their earnings multiples.

WATCH

It is an interesting company that is really well run. It did a bit of a 'U' as it went public with people unloading shares. It is at an interesting technical level. If we see it break higher with higher volume, that is significant. They have a high return on equity and are opening new stores. Their sales per square foot metrics are off the charts. He is keeping a close eye on it.

DON'T BUY

Inventory is critical in this sector. He is staying away from retail in general -- especially this late in the cycle. This can be a very volatile space, which brings aggressive short term investors and does not lend well to a long term investor.

BUY

He thinks it has tremendous upside. Most Americans know about the brand but just cannot get to a store. They have traction amongst US consumers. They have very good online sales.

TOP PICK

Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60)

TOP PICK

It has 65 stores in Canada and 25 in the US. Brand awareness is very high. Growth potential is huge. They have a big on-line business. They got caught up in the retail sell off a year ago but he thinks now they will do very well. (Analysts’ price target is $21.30)

BUY

A classic growth stock. If it traded in the US it would trade way higher. The brand has cachet and desire. Massively understored in the US. The company that funded it in the early stages sold it aggressively and that was a problem for the stock performance. Sales growth at 15% per annum, earnings at 20% per annum. He wouldn’t be surprised to see it at $26. (Analysts’ price target is $21.43)

TOP PICK

This is a growth company, growing at about 20% per year. They sell “inexpensive luxury” clothes to the 15-to-45 year old demographic. (Analysts’ price target is $19.44)

WATCH

He is waiting to buy it when the stock price stabilizes and when the analysts’ expectations come down a bit. They only have 80 stores and they have three different brands. They envision becoming a world-wide brand. $11.60 could be the new bottom, but there is a downward momentum that must break.

PARTIAL BUY

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

COMMENT

Retail is not an easy place to make money, this is one of the few. Went public earlier this year and have done reasonably well. They are in the retail and fashion business, and have done very well coming out of a private company basis, to manage the fashion risks. The footprint is still rather small and there is room to expand both in the US and Canada. He sees a lot more potential, but this is not a cheap stock. However, the growth more than justifies that.

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Aritzia Inc. (ATZ.TO)