BUY
Aritzia Inc.
Allan Tong’s Discover Picks

This Canadian success story also carries a high beta (1.58), faces uncertainty if there’s a recession, the retail sector had a very choppy reporting season in May, and after five months in 2023 ATZ shares are down 23%. So, why recommend it?
Aritzia remains a strong performer, beating quarter after quarter. EPS grew 19% over the past year, while revenue grew 24.19% over the past five years.  Read Planes, pizza and clothes for our full analysis.

specialty stores
COMMENT
Aritzia Inc.

As a 67-year-old guy, he underestimated this company. They have a great online business during Covid and have captured the women's and teenage markets. He owns little fashion in general. He pleads the 5th on this. They've done well, but the valuation remains a little expensive.

specialty stores
COMMENT
Aritzia Inc.

Editor's Note - The question was his preference over PLC and ATZ. PLC has had issues but earnings are more stable. ATZ is still a bit pricey. He likes it on valuation to growth but PLC is the better buy for the next year. 

specialty stores
BUY ON WEAKNESS
Aritzia Inc.

High quality company.
Concerned about high retail orientation.
Revenue per square foot of retail very attractive.
Successful expansion into USA impressive.
20x earnings a good entry point - wait for shares to fall before investing.

specialty stores
TOP PICK
Aritzia Inc.

On same growth path as LULU was. Over-inventoried from over-ordering, but still a great hold. He's buying more. Great return from sub-$40 prices. No dividend.

(Analysts’ price target is $50.14)
specialty stores
TOP PICK
Aritzia Inc.

Still believes in its long-term US growth opportunity. Stock came off on quarterly reports. Unit growth potential is attractive. Margins will be hurt this year due to inflation, inventory excess, and expenses incurred by opening new stores and a distribution centre. Revenue should still grow by double digits. No dividend.

(Analysts’ price target is $50.13)
specialty stores
TOP PICK
Aritzia Inc.

Aritzia has a great track record and a bright future along with a short term stumble. It sees opportunities and will elevate capital expenditures. It is looking for double digit revenue earnings growth for the next few years. Square footage is up 15% this year which is a very rapid rate of growth. Too much attention has been paid to margins and same store sales which will fluctuate over time. There is lots of room to grow in the U.S.
Buy 4  Hold 4  Sell 0

(Analysts’ price target is $50.13)
specialty stores
WEAK BUY
Aritzia Inc.

As long as you limit risk near recent lows, an attractive entry point. Downtrend is still in place. An interesting opportunity. Breaking the downtrend would be quite positive.

specialty stores
PAST TOP PICK
Aritzia Inc.
(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.

specialty stores
PARTIAL BUY
Aritzia Inc.

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.

specialty stores
Unspecified
Aritzia Inc.

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.

specialty stores
BUY
Aritzia Inc.

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.

specialty stores
BUY ON WEAKNESS
Aritzia Inc.

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.

specialty stores
HOLD
Aritzia Inc.
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.
specialty stores
TOP PICK
Aritzia Inc.
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)
specialty stores
Showing 1 to 15 of 91 entries

Aritzia Inc.(ATZ-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 16

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 18

Stockchase rating for Aritzia Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Aritzia Inc.(ATZ-T) Frequently Asked Questions

What is Aritzia Inc. stock symbol?

Aritzia Inc. is a Canadian stock, trading under the symbol ATZ-T on the Toronto Stock Exchange (ATZ-CT). It is usually referred to as TSX:ATZ or ATZ-T

Is Aritzia Inc. a buy or a sell?

In the last year, 18 stock analysts published opinions about ATZ-T. 16 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Aritzia Inc..

Is Aritzia Inc. a good investment or a top pick?

Aritzia Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Aritzia Inc..

Why is Aritzia Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Aritzia Inc. worth watching?

18 stock analysts on Stockchase covered Aritzia Inc. In the last year. It is a trending stock that is worth watching.

What is Aritzia Inc. stock price?

On 2023-06-01, Aritzia Inc. (ATZ-T) stock closed at a price of $35.24.