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Investor Insights

This summary was created by AI, based on 38 opinions in the last 12 months.

Aritzia Inc. (ATZ-T) is a clothing company based in Vancouver, with a diverse audience and significant potential for growth. While the stock has seen some volatility and challenges with inventory and supply chain, experts have confidence in its long-term growth story, particularly in the US market. The company has a strong track record and is focusing on expanding its presence in the retail sector, despite concerns about fashion risk. Overall, experts express optimism about Aritzia's future potential, highlighting its strong brand value and management team.

Consensus
Bullish
Valuation
Fair Value
HOLD
Aritzia Inc.

Earnings have grown over time. Very confident on management's ability to execute on US growth strategy. Mismanaged margins, but sales per location held in. E-commerce has struggled. Stumbles keeping product "fresh".

specialty stores
PAST TOP PICK
Aritzia Inc.
(A Top Pick Jun 19/23, Down 8%)

It sold off from $40 because of negative sentiment towards the retail sector. Consumers are being squeezed and tightening their spending. It plans to grow its stores by 25% this year which should offset lower spending at existing stores.

specialty stores
HOLD
Aritzia Inc.

Has owned shares in this company in the past. Strong demand for products in younger consumers. Retail footprint expanding at a high rate. Unique business model that is able to generate profits. Brand name that is very popular in young women. 

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premium

It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Aritzia Inc.

It's a homegrown success story driven by customers who promote their wares on social media. However, given an iffy forecast for the Canadian consumer, and a rosier one for Americans, you're buying ATZ for its continued expansion into the U.S. It's ambitious: eight to ten new stores annually through 2027, based on 100 possible locations down there.

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Unspecified
Aritzia Inc.

It has good growth in the U.S. and has good management. It is fine for the longer term but in the shorter term he is not interested in the consumer sector.

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BUY
Aritzia Inc.

Growth stock. In-house production of its own designs. You can only buy its various brands in Aritzia stores. Very diverse audience. Huge unit growth potential in US. Boosted e-commerce during pandemic. A bet on management and continued execution on design. Historically has done well, has confidence in it going forward.

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PAST TOP PICK
Aritzia Inc.
(A Top Pick May 15/23, Up 0.2%)

It took a big tumble so he bought more in October and will hold at this level since it is trading at a fair valuation. It needs more traction before getting a premium valuation. However he has long term conviction in it and feels it should grow in the double digit range. Just over half of its revenue comes form the U.S. side and each new store has a 12 month payback.

specialty stores
HOLD
Aritzia Inc.

Shares now are where they should be, given their earnings potential. It sold off hard last year, surprising given its track record. He added more last October and has shot up since. They generate 25% ROE or $1.75 in earnings (the street targets $1.81). Trades at a fair 22x PE given their growth rate. 

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WATCH
Aritzia Inc.

Sold this in spring 2022. Shares plunged last year, but it's starting to recover. He's looking at this again. The merchandising and marketing team are excellent and deserve full credit. They just reported amazing results and shares popped.w

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PAST TOP PICK
Aritzia Inc.
(A Top Pick Jan 18/23, Down 23%)

Continues to own shares in growth portfolio. Volatile stock but business is strong. Growing very well in Canada. Distribution and inventory concerns seem to fading. Expecting margins to improve. USA growth expected to continue. 

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DON'T BUY
Aritzia Inc.
Bought at $35, average down?

Not an investment he'd make. Too much variability in underlying demand, fashion in general, consumer preferences, and market whims. The kind of stock that the market gives way too much credit when it does well, and then take too much away when it does badly.

If you own, you might buy some more to average your way out of it, because there probably will be a better day for it. But you better be really sure that they're managing the business correctly and it's not just a stock price phenomenon of the stock market wagging the dog. Reports today.

He tends to stick with absolute needs that compound steadily over time. His stocks aren't super exciting, but they don't get smoked down either.

specialty stores
DON'T BUY
Aritzia Inc.

Has never owned this, but there are concerns over same-store sales. Doesn't know when a turnaround will happen, but not this quarter. Could be several quarters. He owns Canadian Tire instead, within retail. He owns little Canadian retail; doesn't want exposure to the Canadian consumer.

specialty stores
WATCH
Aritzia Inc.

Volatile, but are doing a great job growing their brand with lots of expansion ahead. Stores are busy, but they've challenges in inventory and customer spend. Any economic slowdown will challenge ATZ, but if same-store sales hold and store expansion continues, then shares will rise. Wait till earnings next week.

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BUY
Aritzia Inc.

Owns only a small position, as it tends to be quite volatile. Issues with supply chains, inventory storage costs, and distribution centre project costs. Inventories are normalizing. Opening US stores, incurring extra costs right now. Really likes long-term US growth potential, possibly internationally. Noticed traffic softening due to economy. Going into new categories. TD upgraded it to a Buy.

specialty stores
DON'T BUY
Aritzia Inc.

Sold it in summer 2023 too early, but the chart this year is downward. It enjoyed a reopening trade as people started returning to offices. ATZ is an excellent fashion retailer, but people after Covid have stopped buying more clothes. Great managers and expansion team, but he will return to this only in an economic downturn.

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Showing 1 to 15 of 124 entries

Aritzia Inc.(ATZ-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 24

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, 24 stock analysts published opinions about ATZ-T. 15 analysts recommended to BUY the stock. 6 analysts 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?

24 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 2024-05-24, Aritzia Inc. (ATZ-T) stock closed at a price of $32.98.