Aritzia Inc. (TSX: ATZ) Q1 2026 Earnings | 07/11/2025

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Aritzia Inc. reported a standout Q1 2026, with net revenue surging 33% year-over-year to $663.3 million and net income soaring nearly 168% to $42.4 million. The company’s gross margin expanded significantly, reflecting strong demand, effective pricing, and disciplined inventory management, while adjusted EBITDA jumped almost 77%. Aritzia’s free cash flow swung positive, and the balance sheet remains robust with $292.6 million in cash, setting the stage for aggressive growth and investment. The company continues to prioritize US expansion, with plans for at least 12 new boutiques in fiscal 2026 and a long-term vision targeting $3.5–$3.8 billion in revenue by fiscal 2027. Digital and eCommerce channels remain key drivers, now accounting for over a third of total revenue, supported by ongoing investments in technology and personalized customer experiences. Management remains optimistic about further margin improvements and operational efficiencies, even as they monitor potential headwinds from consumer trends and tariffs. Looking ahead, Aritzia expects Q2 net revenue of $730–$750 million and full-year revenue between $3.10–$3.25 billion, with adjusted EBITDA margins set to improve. The company’s focus on innovation, brand strength, and a premium retail experience continues to differentiate it in the North American fashion market, positioning Aritzia for sustained growth and shareholder value creation. #aritzia #atz #q12026 #earnings #retail #fashion #luxury #growth #Profitability #CashFlow #usexpansion #digital #ecommerce #brand #Boutique #Innovation #MarketTrends #operationalexcellence #financialresults #InvestorUpdate #insideticker #retailstocks #womeninbusiness #Sustainability #customerexperience #brandloyalty #shareholdervalue #retailexpansion #Omnichannel #strategy