TSE:ATZ

Aritzia Inc. (ATZ.TO)

157.75
-3.25 (2.02%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Aritzia Inc. (ATZ) has emerged as a notable player in the retail sector, particularly with its expansion into the U.S. market, which has only seen half of its potential tapped so far. Analysts highlight impressive growth metrics, including a significant 41% increase in U.S. revenue and the recovery of margins and supply chains. Despite facing challenges in the consumer discretionary space and competition, Aritzia's vertical integration enhances control over design and pricing, offering a competitive edge. Experts recommend monitoring the stock for potential pullbacks after its substantial rise, pointing to the 'Coolness Factor' as critical for maintaining market interest. Overall, analysts view Aritzia as fundamentally strong with a positive growth outlook, albeit with caution towards short-term valuation concerns.

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Consensus
Buy
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Valuation
Overvalued
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PAST TOP PICK
(A Top Pick Jun 07/22, Up 15%)

Taking success in Canada and bringing it to the US market. US revenue is just starting to outstrip Canadian revenue and will be a bigger part of the story. Inventory issues, stock's come off. Reports next week. Can grow to be a global presence.

PARTIAL BUY

Recently declined along with the wider retail sell-off. Trades at 24x forward PE to reflect their growth prospects. They can double their units in the US and their products have always been well-received by a wide age growth, from teens to mature women. They bought a company to expand into menswear, which they can expand itself. Are broadening categories into intimates and swimwear as well as different sizing. Will be volatile along with consumer spending and weakening economy, but their customer base is resilient. Also positive is that many US customers are new to Aritzia, a new market.

Unspecified

The question was on buying Aritzia or Lululemon. Aritzia has done very well and both have great growth profiles. They are both Canadian brands opening stores in the U.S., which could lead to potential growth in China, Europe and elsewhere. Fashion is a tough business to be in with its frequent changes so he is not buying.

BUY

Owns shares in the company.
Current share price presenting good buying opportunity.
Company is a good long term investment.
Revenue has been growing steadily.
Over supply of inventory a drag on income statement (storage costs).
Recession fears also weighing on the company.
Excellent growth profile.

BUY ON WEAKNESS

Amazing Canadian business. Numbers are spectacular. Relatively good multiple, especially compared to US peers. Big piece is they're going into the US by opening stores methodically. Next 2-3 years will be great. Stock's down on concerns of a consumer recession. Unique brand. Target demographic still employed.

HOLD
Does not own shares in company (has sold). Very strong performer in retail fashion. Larger forces at work will force share price down (inflation and slowing economy). Fashion a consumer discretionary product (not necessary). Worries about over stock in inventory.
TOP PICK
Revenues grew over 38%. New customers are driving topline. Brought in a lot of merchandise to counteract supply issues, so now inventory is high, incurring extra warehousing costs. Management says they're not going to discount inventory. About half of sales from US. Strong e-commerce growth, over 33% of revenues. No dividend. (Analysts’ price target is $61.53)
BUY
For a beginner's TFSA. Stock's done well.
TOP PICK
One of his favourites. Long runway for growth. 68 stores in Canada, but only 44 in the US. Per year, plans to open 8-10 stores in the US plus expand 3-5 stores. E-commerce expected to stay very strong. By 2027, sales could approach 4B from the 2B at end of Feb 2023. Sees it trading in the $65 range next 12 months. One of the best times to buy a retail stock is when it's in early stages in the US. No dividend. (Analysts’ price target is $61.86)
PARTIAL BUY
There is concern with a recession coming but it has had fantastic quarters, has executed well and is expanding. He has seen lots of foot traffic in stores. If buying, start with a small amount.
BUY
Owns shares in the company and believes future of business is good. High end brand name that does well in tough economic times (high income shopper). Currently growing at a high rate. Inflation not impacting sales too much. Well established business within Canada, lots of room for growth in USA.
BUY
Strong business that is best performer on TSX from the past 5 years. Owns large amount of shares in portfolio. Company expanding into the USA with ~17% earnings growth expected. Share valuation is high, but expects growth to continue. Seeing a $80-$90 stock in the next 2 years.
BUY
Very high quality company with large growth in Canada. High multiple on company reflecting quality of business. Expecting growth to continue going forward (15-20% earnings growth). Good long term investment.
BUY
He missed this ride. Great job driving same store sales and growth. Not a bad stock to own. Outperformed expectations, continually beat earnings expectations. Increased post-pandemic outings demand new clothes. RSI has been performing really well in a tough environment, a really good sign. Decent one to own.
BUY
They're just starting to grow in the U.S. where there's a long runway ahead. Already established here. During Covid, they expanded their e-commerce which will help US expansion. Also, they bought a small company centered on men's clothes, so that's another growth opportunity.
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