TSE:ATZ

Aritzia Inc. (ATZ.TO)

143.51
-3.16 (2.15%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
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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.

consensus icon
Consensus
Hold
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Valuation
Overvalued
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Zara, ITX
BUY ON WEAKNESS
She adds when stock goes below $45. Small cap, attractive long-term growth. Just starting to expand in US. Continues to invest in its online platform. Demographic profile is quite wide. Diversifying.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company saw downgrades due to the US retail sector performance. ATZ generates two thirds of their revenue in the US. The weakness is not company specific. Long-term prospects are good, although there may be some volatility in the near term. Unlock Premium - Try 5i Free

PARTIAL BUY
It's one of his largest holdings, and he's made a lot of money. He sold a few shares last quarter. American consumers are as hungry for ATZ clothes as Canadians. This is Lululemon 10 years ago. Lots of growth. But we're in a volatile market overall. Beware.
BUY
It continues to rise higher, he says with some regret. A few years ago, he felt it was too expensive. They have a cult-like following among customers. He wishes he owned this. This will continue to do well.
PAST TOP PICK
(A Top Pick Nov 21/20, Up 98%) Doing well on all geographics and channels. Return of 98% from Past Pick. he continues to own
BUY
Good growth stock. One of very few discretionary retailers that's doing well. Unpenetrated concept, especially outside Canada. Same store sales good. Demanding valuation, but executing well and has earned it. Your dollars would be well invested.
BUY

He likes it. He added to it earlier this year. It was very strong on the recent conference call. He believes this performance is sustainable as they are gaining critical mass in the US where the market is much greater than Canada. They think they can identify 100 on store locations.

BUY ON WEAKNESS
His fifth largest holding. He held it for three years, adding to it all this time. He thinks they can add up to 150 locations in the US over the next ten years. They are in the sweet spot in the market. The share price could double or triple in 4-6 years.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is showing strength but this is probably a confirmation of their investment thesis. Business is good, momentum is strong. It offers high growth, but comes with a price for it. Unlock Premium - Try 5i Free

PARTIAL BUY
Certainly has been extremely strong. Customers love the brand. All stocks will pullback but who knows how much and when. Would wait to add to a position if you own it, and if you do not own it, then to take a partial position to start.
HOLD
Very strong long-term growth stock. Generating sales growth from move to online during the pandemic. Do they have inventory for the holiday season? How will air freight impact costs? Great brands across demographics, expanding categories. International potential. Fashion savvy.
HOLD
Got out because there is fashion risk. They've done well, but it can be hit and miss. Very well run, founder owned and run. Expanding at an appropriate pace. Hold if you own, but too expensive at 73x for new money.
BUY
Don't own it but it is a brick and mortar fashion retailer they have confidence in. There is fashion risk to it with spending pattern risk. Store expansion story outside and inside Canada. Not trading at a terrible multiple, the premium multiple is justified.
BUY
He is a major holder of this stock. It is one of the great retail growth stock opportunities in the market at this time. They have huge opportunities to expand first in the US and then globally. They have a good on-line presence as well.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the company and it is hitting its stride. It is both good for growth or part of a balanced portfolio. A strong performer. Unlock Premium - Try 5i Free

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