Aritzia Inc.

ATZ-T

TSE:ATZ

25.26
0.05 (0.20%)
Aritzia is a Canadian women’s fashion brand founded in Vancouver by CEO Brian Hill in 1984. Aritzia has shops in Vancouver, Seattle, San Francisco, Toronto, Hamilton, Burlington, Chicago, Ottawa, Los Angeles, Montreal and New York.
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Analysis and Opinions about ATZ-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 2, 2020
(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.
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Aritzia Inc. (ATZ-T)
January 2, 2020
(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.
PARTIAL BUY
PARTIAL BUY
December 9, 2019
A good company because they have several brands and can stay on top of styles. They are opening more and more shops across North America. Great same-store sales. This is his best choice retail, though he isn't rushing to buy retail.
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Aritzia Inc. (ATZ-T)
December 9, 2019
A good company because they have several brands and can stay on top of styles. They are opening more and more shops across North America. Great same-store sales. This is his best choice retail, though he isn't rushing to buy retail.
TOP PICK
TOP PICK
November 28, 2019
Highly successful retailer. Have a variety of brands so not brand sensitive. Doing a big chunk of their sales online. Thinks it's going to be the next Lululemon. (Analysts’ price target is $23.13)
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Aritzia Inc. (ATZ-T)
November 28, 2019
Highly successful retailer. Have a variety of brands so not brand sensitive. Doing a big chunk of their sales online. Thinks it's going to be the next Lululemon. (Analysts’ price target is $23.13)
BUY
BUY
November 25, 2019
Retail is a difficult environment, but ATZ has performed the best in terms of operations. Unfortunately, the stock has not done extremely well, partly because a private quality fund involved in the IPO has kept selling; that's capped the stock. And yes, ATZ has hit all its projected numbers. If this were on an American index, the stock would be much higher. Great sales growth with a lot of earnings growth ahead, especially in America. Not a cheap valuation, but has high potential. It's a big holding of his.
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Aritzia Inc. (ATZ-T)
November 25, 2019
Retail is a difficult environment, but ATZ has performed the best in terms of operations. Unfortunately, the stock has not done extremely well, partly because a private quality fund involved in the IPO has kept selling; that's capped the stock. And yes, ATZ has hit all its projected numbers. If this were on an American index, the stock would be much higher. Great sales growth with a lot of earnings growth ahead, especially in America. Not a cheap valuation, but has high potential. It's a big holding of his.
TOP PICK
TOP PICK
September 16, 2019

Has 26 stores in the U.S. but he believes they can have over 300. It's been a pricey stock, but earnings should propel it up. It will be another Lululemon or Canada Goose. If you buy this in the expansion phase, you can really well. (Analysts’ price target is $22.29)

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Aritzia Inc. (ATZ-T)
September 16, 2019

Has 26 stores in the U.S. but he believes they can have over 300. It's been a pricey stock, but earnings should propel it up. It will be another Lululemon or Canada Goose. If you buy this in the expansion phase, you can really well. (Analysts’ price target is $22.29)

BUY
BUY
August 19, 2019
He really likes this company. They are under-stored, unlike a lot of other retailers. Consumers love the brand. They have a good penetration. They have 1/4th the number of Instagram followers that Lulu Lemon have but are 1/10th the size. They are an influencer. He thinks their new strategic 5 year update in 2020 will be the catalyst for the next leg of growth.
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Aritzia Inc. (ATZ-T)
August 19, 2019
He really likes this company. They are under-stored, unlike a lot of other retailers. Consumers love the brand. They have a good penetration. They have 1/4th the number of Instagram followers that Lulu Lemon have but are 1/10th the size. They are an influencer. He thinks their new strategic 5 year update in 2020 will be the catalyst for the next leg of growth.
PAST TOP PICK
PAST TOP PICK
July 26, 2019
(A Top Pick Jul 06/18, Up 9%) They missed a few quarters before, but scores in the top 5% for valuation. Great ROE with 23x earnings. It's still a growth story. Fine balance sheet. Almost 90% of their sales come from their in-house brands. They're good at hitting the niche between fast fashion and affordable luxury.
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Aritzia Inc. (ATZ-T)
July 26, 2019
(A Top Pick Jul 06/18, Up 9%) They missed a few quarters before, but scores in the top 5% for valuation. Great ROE with 23x earnings. It's still a growth story. Fine balance sheet. Almost 90% of their sales come from their in-house brands. They're good at hitting the niche between fast fashion and affordable luxury.
BUY
BUY
July 15, 2019
Nice store and his daughters shop there. They found a nice niche in a tough retail space. You're safe owning this. They're doing something right in keeping customers long-term.
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Aritzia Inc. (ATZ-T)
July 15, 2019
Nice store and his daughters shop there. They found a nice niche in a tough retail space. You're safe owning this. They're doing something right in keeping customers long-term.
WAIT
WAIT
May 21, 2019
Came off, but has come back up. His question is when to buy? It's actually succeeding in the US. Well positioned between affordable luxury and fast fashion. Traffic is impressive. They've never had to close a store in 35 years due to failure. 20 consecutive years of increasing revenues. He's waiting for a stumble as an opportunity to buy.
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Aritzia Inc. (ATZ-T)
May 21, 2019
Came off, but has come back up. His question is when to buy? It's actually succeeding in the US. Well positioned between affordable luxury and fast fashion. Traffic is impressive. They've never had to close a store in 35 years due to failure. 20 consecutive years of increasing revenues. He's waiting for a stumble as an opportunity to buy.
HOLD
HOLD
May 10, 2019
Recent earnings resulted in a bit of a sell off. Really cheap valuation and are always growing into their earnings multiples.
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Aritzia Inc. (ATZ-T)
May 10, 2019
Recent earnings resulted in a bit of a sell off. Really cheap valuation and are always growing into their earnings multiples.
WATCH
WATCH
May 2, 2019
It is an interesting company that is really well run. It did a bit of a 'U' as it went public with people unloading shares. It is at an interesting technical level. If we see it break higher with higher volume, that is significant. They have a high return on equity and are opening new stores. Their sales per square foot metrics are off the charts. He is keeping a close eye on it.
Show full opinionHide full opinion
It is an interesting company that is really well run. It did a bit of a 'U' as it went public with people unloading shares. It is at an interesting technical level. If we see it break higher with higher volume, that is significant. They have a high return on equity and are opening new stores. Their sales per square foot metrics are off the charts. He is keeping a close eye on it.
DON'T BUY
DON'T BUY
April 10, 2019
Inventory is critical in this sector. He is staying away from retail in general -- especially this late in the cycle. This can be a very volatile space, which brings aggressive short term investors and does not lend well to a long term investor.
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Aritzia Inc. (ATZ-T)
April 10, 2019
Inventory is critical in this sector. He is staying away from retail in general -- especially this late in the cycle. This can be a very volatile space, which brings aggressive short term investors and does not lend well to a long term investor.
BUY
BUY
April 8, 2019
He thinks it has tremendous upside. Most Americans know about the brand but just cannot get to a store. They have traction amongst US consumers. They have very good online sales.
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Aritzia Inc. (ATZ-T)
April 8, 2019
He thinks it has tremendous upside. Most Americans know about the brand but just cannot get to a store. They have traction amongst US consumers. They have very good online sales.
TOP PICK
TOP PICK
February 26, 2019
Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60)
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Aritzia Inc. (ATZ-T)
February 26, 2019
Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60)
TOP PICK
TOP PICK
January 7, 2019
It has 65 stores in Canada and 25 in the US. Brand awareness is very high. Growth potential is huge. They have a big on-line business. They got caught up in the retail sell off a year ago but he thinks now they will do very well. (Analysts’ price target is $21.30)
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Aritzia Inc. (ATZ-T)
January 7, 2019
It has 65 stores in Canada and 25 in the US. Brand awareness is very high. Growth potential is huge. They have a big on-line business. They got caught up in the retail sell off a year ago but he thinks now they will do very well. (Analysts’ price target is $21.30)
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