
TSE:ATZ
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.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Founder led. Strong eCommerce and US market growth. Expanding into menswear. Premium valuation justified by growth. Unlock Premium - Try 5i Free
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 81% increase in US revenues. Margin pressure expected for 2H22. Strong quarter results. Buyback offers share price support. Unlock Premium - Try 5i Free
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.