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Investor Insights

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

Experts have varying opinions on Aritzia Inc.'s stock, with some expressing optimism and potential for long-term growth while others are cautious due to factors like fashion risk, economic challenges, and inventory concerns. The company has seen strong revenue growth and expansion into the U.S., but has also faced setbacks and a decline in share price. Overall, the stock has shown volatility and is subject to market trends and consumer behavior.

Consensus
Mixed
Valuation
Fair Value
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. 

specialty stores
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

specialty stores
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. 

specialty stores
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.

specialty stores
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.

specialty stores
PARTIAL BUY
Aritzia Inc.

Clothing company based in Vancouver. Founder owned, but not founder led. Fashion risk is concern for business (fickle trends). Expansion into USA a positive trait. Strong business performance the past 10 years. Retail business is also a tough space. Would rate business at around 8/10 overall. 

specialty stores
TOP PICK
Aritzia Inc.

Hasn't been a good year, but therein lies the opportunity. Sales flatlined. Weak US and Canadian consumer. Fashion risk. Over inventoried. Over budget on distribution facility. Trades at 13x 2024 earnings, attractive. Expects stronger consumer in next 6-12 months. Increasing square footage by 35%. Getting its mojo back. No dividend.

(Analysts’ price target is $32.13)
specialty stores
Unspecified
Aritzia Inc.

Their revenue is up 120% in the last three years but the stock price is only up 20% from 2019. It didn't have the infrastructure, including delivering and storage, to keep up with the huge increase in revenue. They had to make decisions to keep up with the surging revenue but their decisions hurt the stock. The U.S. is a big growth area and their future is there. They are getting a 12 month payback on their new stores in the U.S. He thinks it has hit bottom.

specialty stores
DON'T BUY
Aritzia Inc.

Discretionary sector is tough, with worries about economic spending and GDP growth. This sector is the first to come off. Other retailers would perform better in the coming environment of slowing growth. See his Top Picks.

specialty stores
SELL
Aritzia Inc.

Very expensive. He targets $36.43, 50% upside. But be cautious with this. It's in a down trend and we're heading to a recession. He's bearish. Consumers are struggling to pay mortgages, not buying clothes.

specialty stores
Unspecified
Aritzia Inc.

They own some in their growth portfolio. The slowing economy affects their margins but it is good for long term growth in the U.S. with many new stores opening up this year.

specialty stores
Showing 1 to 15 of 118 entries

Aritzia Inc.(ATZ-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 22

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, 22 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?

22 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 2024-03-18, Aritzia Inc. (ATZ-T) stock closed at a price of $35.79.