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Aritzia (ATZ) investor relations material
Aritzia Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Oct, 2025
Executive summary
Q2 2026 net revenue rose 31.9% year-over-year to $812.1 million, with comparable sales up 21.6% and double-digit growth across all channels and geographies, led by U.S. eCommerce.
Net income increased 263.4% to $66.3 million, and adjusted net income per diluted share grew 181% to $0.59.
U.S. net revenue surged 40.7%, comprising 59.9% of total net revenue, supported by new and repositioned boutiques and strong brand awareness.
Strategic investments in marketing, infrastructure, and digital initiatives fueled growth and brand expansion.
Inventory and cash positions remained strong, supporting ongoing growth initiatives.
Financial highlights
Gross profit increased 43.7% to $355.6 million, with gross margin expanding 360 basis points to 43.8%.
Adjusted EBITDA was $122.7 million, up 122.5% year-over-year; adjusted EBITDA margin expanded 610 basis points to 15.1%.
Adjusted net income increased 184.6% to $69.8 million; free cash flow was $62.6 million versus negative $5.7 million last year.
SG&A expenses were $250 million, leveraging 160 basis points to 30.8% of net revenue.
Inventory ended at $526.6 million, up 9.1% year-over-year; cash position strong at $352.3 million with no debt.
Outlook and guidance
Q3 2026 net revenue expected at $875–$900 million, up 20–24% year-over-year, with double-digit comp growth.
Full-year net revenue guidance raised to $3.3–$3.35 billion, representing 21–22% growth; adjusted EBITDA margin forecast for fiscal 2026 remains at 15.5–16.5%.
Gross margin for Q3 and SG&A as a percentage of revenue expected to be flat year-over-year.
Capital expenditures for Fiscal 2026 expected at ~$200 million, including investments in boutiques and distribution centers.
Fiscal 2027 adjusted EBITDA margin now expected in the high teens, revised from prior outlook of ~19%, due to U.S. tariff pressures.
Quantify de minimis exemption impact on FY27 EBITDA
New BC distribution center completion timeline
Explain Q3 flat gross margin and SG&A outlook
Capital allocation for excess cash
New US boutique payback period?
Mobile app's expected digital business share?
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Next Aritzia earnings date
Q3 20268 Jan, 2026
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Frequently asked questions
Aritzia Inc., designs and sells women's apparel and accessories in Canada, the United States, and internationally. The company operates through Aritzia and Wilfred segments. It offers clothing products, such as coats; dresses; jackets; jumpsuits and rompers; knitwear and sweaters; skirts; tees, tops, and shirts; pants; shorts; swimwear; bodysuits; and bras. The company also provides accessories that comprise bags and wallets, footwear, jewelry, belts, hats and hair accessories, gloves, hosiery, socks and tights, scarves and wraps, sunglasses, umbrellas, tech cases and power banks, backpacks for work/school/life collection, yoga mats for style guide collection range of products.
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