TSE:ATZ

Aritzia Inc. (ATZ.TO)

143.51
-3.16 (2.15%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
396 watching
0
Investor Insights
star iconJul 17, 2026, 12:00 am

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

Aritzia Inc. (ATZ) has garnered interest due to its robust expansion potential, particularly in the U.S. market, where strong same-store sales and the execution of flagship locations have been noted as key growth drivers. While the company is recognized for its appeal to young professional women and its effective supply chain management, its current valuation, trading at high forward price-to-earnings multiples, has raised concerns among some analysts regarding overvaluation. Despite this, many see the brand as fundamentally strong, leveraging vertical integration to enhance pricing margins and design control. The reviews indicate a mix of optimism about long-term growth prospects tempered by caution over current pricing levels amidst a fluctuating consumer discretionary environment.

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Consensus
Hold
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Valuation
Overvalued
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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.
BUY

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

BUY

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

TOP PICK
Bought it for its growth. They have over 100 stores, a third of which in the US. The unit growth potential is very strong with lots of room to grow. Are opening 8-10 stores yearly. They're vertically integrated and attract a wide demographic, from ages 15-55. Share are trading under 20x forward PE with the margins depressed during this pullback. The company hasn't seen consumers spend less due to interest rates and inflation, but the market fears this could happen later. (Analysts’ price target is $57.27)
Unspecified
Growth is high and very consistent. It is one of the top names in the sector. The headwind is consumer and discretionary income.
DON'T BUY
Is watching it. Problem is that he doesn't like retail, which is an expensive business. But ATZ has some of the highest revenues per square footage and have been successful for a long time. Is confident in the new CEO. If share price fell to $15-19, then maybe. A quality company, but still doesn't make the cut for him.
TOP PICK

Is own 40% from peak. Revenue should continue to grow in the mid-teens purely as store count rises. They have a strong social media prices. It sells at 18x February 2024 earnings. Has solid growth opportunities. (Analysts’ price target is $67.45)

TOP PICK
Customers overlap with LULU. ATZ sells women's fashions but is starting to move into men's. They've had great success expanding into the US with 40 locations which will reach 100 in markets like Atlanta. Lots of runway. A US store generates $16 million revenue and this has been improving along with e-commerce sales. Boasts healthy gross margins and strong balance sheet. Top management. It will trades at 19x 2023 earnings which is not expensive. (Analysts’ price target is $67.45)
PAST TOP PICK
(A Top Pick May 18/21, Up 31%) A true Canadian growth stock with a lot of runway ahead. She took some profits recently but is buying it at current levels. The US accounts for nearly half their earnings. Their e-commerce is 40% of sales; they thrived during the pandemic. Many price points for consumers and just launched a swimwear lines and will get into menswear--both spell further growth.
PAST TOP PICK
(A Top Pick May 17/21, Up 28%) It should be higher and has had to fight against the trend from other retailers. Its recent results were great. It has great potential - expect 20% growth. Interesting to note that it has three stores (different labels) in a Vancouver mall. 23/24X earnings. Owns a good size position - otherwise would buy more.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They reported a very strong quarter. All metrics showed great growth. Revenues rose 66%, net income up 113% and EBITDA rose 88%. Revenues beat by 11% and EPS was 40% better than expected. Numbers look great. Unlock Premium - Try 5i Free

BUY
A big holding for him, though he sold some in the high-$50s. Great to hold 5-10 years as they expand across North America. Fine to buy here, but wait for their earnings call to see how inflation effects it.
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