#Canada #Vancouver #Aritzia #Everyday Luxury #Fiscal 2026

Aritzia's Exceptional Third Quarter Results for Fiscal 2026

On January 8, 2026, Aritzia Inc. (TSX: ATZ) released its financial results for the third quarter ending November 30, 2025, highlighting an impressive increase in net revenue to $1.04 billion. This figure represents a remarkable 43% increase compared to the previous year, reflecting the company's robust trajectory amidst a competitive retail landscape.

The results reveal that comparable sales soared by 34%, showcasing significant growth across all channels and geographical regions, particularly fueled by the company's innovative Everyday Luxury™ offerings. Jennifer Wong, CEO of Aritzia, attributed this success to the successful overhaul of their digital strategy, encompassing the launch of their mobile app and the opening of new boutiques, alongside strategic marketing investments. The company witnessed a 54% increase in net revenue in the United States, indicating a strong brand presence and widespread market recognition.

Key Highlights from Q3 2026

In terms of financial performance, several key metrics stand out:

• - Net Revenue: Increased 42.8% year-on-year to $1.04 billion.
• - United States Revenue: Rose by 53.8% to $621.1 million, contributing significantly to overall growth.
• - Retail Revenue: Grew by 35.1% to $657.3 million due to improved boutique performances.
• - eCommerce Revenue: Spiked 58.2% to $383.0 million, showcasing the effectiveness of their digital initiatives.
• - Gross Profit Margin: Increased by 30 basis points to 46%.

Aritzia's operational efficiency is further reflected in their adjusted EBITDA, which increased 52.2% to $207.6 million, representing 20% of net revenue. Additionally, the company's net income surged by 87.5%, reaching $138.9 million, with net income per diluted share jumping to $1.16.

Operational Strategy and Future Outlook

The company's ongoing commitment to geographic expansion, digital growth, and increasing brand recognition has laid a solid foundation for future success. Wong noted that the positive response to Aritzia's Winter assortment has translated into record sales over the holiday season, bolstering their confidence in sustained growth ahead.

Capital cash expenditures for the quarter were noted at $55.6 million, primarily directed towards new and repositioned boutiques as well as a new distribution center in British Columbia. Aritzia aims for continued expansion, planning to open 13 new boutiques and reposition four more in the upcoming fiscal year, indicating a positive trajectory in retail positioning and strategic growth.

Conclusion

Aritzia's performance in the third quarter of Fiscal 2026 exemplifies their ability to adapt and thrive in the retail sector, amidst changing consumer preferences and market dynamics. The company's strategic decisions have fostered unprecedented financial growth, with promising indicators for the future. With effective management practices and an unwavering commitment to quality, Aritzia is set on a path to deliver continued value to their stakeholders and customers alike.