Aritzia Inc.

ATZ-T

TSE:ATZ

17.99
0.00 (0.00%)
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
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)
BUY
BUY
October 18, 2018

A classic growth stock. If it traded in the US it would trade way higher. The brand has cachet and desire. Massively understored in the US. The company that funded it in the early stages sold it aggressively and that was a problem for the stock performance. Sales growth at 15% per annum, earnings at 20% per annum. He wouldn’t be surprised to see it at $26. (Analysts’ price target is $21.43)

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Aritzia Inc. (ATZ-T)
October 18, 2018

A classic growth stock. If it traded in the US it would trade way higher. The brand has cachet and desire. Massively understored in the US. The company that funded it in the early stages sold it aggressively and that was a problem for the stock performance. Sales growth at 15% per annum, earnings at 20% per annum. He wouldn’t be surprised to see it at $26. (Analysts’ price target is $21.43)

TOP PICK
TOP PICK
July 6, 2018

This is a growth company, growing at about 20% per year. They sell “inexpensive luxury” clothes to the 15-to-45 year old demographic. (Analysts’ price target is $19.44)

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Aritzia Inc. (ATZ-T)
July 6, 2018

This is a growth company, growing at about 20% per year. They sell “inexpensive luxury” clothes to the 15-to-45 year old demographic. (Analysts’ price target is $19.44)

WATCH
WATCH
November 27, 2017

He is waiting to buy it when the stock price stabilizes and when the analysts’ expectations come down a bit. They only have 80 stores and they have three different brands. They envision becoming a world-wide brand. $11.60 could be the new bottom, but there is a downward momentum that must break.

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Aritzia Inc. (ATZ-T)
November 27, 2017

He is waiting to buy it when the stock price stabilizes and when the analysts’ expectations come down a bit. They only have 80 stores and they have three different brands. They envision becoming a world-wide brand. $11.60 could be the new bottom, but there is a downward momentum that must break.

PARTIAL BUY
PARTIAL BUY
November 13, 2017

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

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Aritzia Inc. (ATZ-T)
November 13, 2017

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

COMMENT
COMMENT
December 8, 2016

Retail is not an easy place to make money, this is one of the few. Went public earlier this year and have done reasonably well. They are in the retail and fashion business, and have done very well coming out of a private company basis, to manage the fashion risks. The footprint is still rather small and there is room to expand both in the US and Canada. He sees a lot more potential, but this is not a cheap stock. However, the growth more than justifies that.

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Aritzia Inc. (ATZ-T)
December 8, 2016

Retail is not an easy place to make money, this is one of the few. Went public earlier this year and have done reasonably well. They are in the retail and fashion business, and have done very well coming out of a private company basis, to manage the fashion risks. The footprint is still rather small and there is room to expand both in the US and Canada. He sees a lot more potential, but this is not a cheap stock. However, the growth more than justifies that.

BUY WEAKNESS
BUY WEAKNESS
November 28, 2016

This has had tremendous success over the last 32 years. It has grown revenues by 21% compounded over the last 10 years. Has a very interesting model, where they take in 2 of their most popular labels, and create an entire new store around them. Only has 76 stores and are expanding into the US. Probably not the best time to buy because they’ve just had 2 very strong years of results. The fashion industry is fickle. The valuation today is assuming that the strong sales are going to continue year after year after year. However, in 2014 they had same-store sales of -4.9%. You should wait for a valley to buy. A better choice today would be Lululemon (LULU-Q).

Show full opinionHide full opinion
Aritzia Inc. (ATZ-T)
November 28, 2016

This has had tremendous success over the last 32 years. It has grown revenues by 21% compounded over the last 10 years. Has a very interesting model, where they take in 2 of their most popular labels, and create an entire new store around them. Only has 76 stores and are expanding into the US. Probably not the best time to buy because they’ve just had 2 very strong years of results. The fashion industry is fickle. The valuation today is assuming that the strong sales are going to continue year after year after year. However, in 2014 they had same-store sales of -4.9%. You should wait for a valley to buy. A better choice today would be Lululemon (LULU-Q).

HOLD
HOLD
November 28, 2016

(Market Call Minute.) Great fashion brand, but it’s a Hold as retailers are a difficult place to play.

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Aritzia Inc. (ATZ-T)
November 28, 2016

(Market Call Minute.) Great fashion brand, but it’s a Hold as retailers are a difficult place to play.

COMMENT
COMMENT
October 12, 2016

Same store sales growth is 16.9%. 4 to 5% is normally not a bad number in retailing. It rose only a little after the IPO.

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Aritzia Inc. (ATZ-T)
October 12, 2016

Same store sales growth is 16.9%. 4 to 5% is normally not a bad number in retailing. It rose only a little after the IPO.

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