Canada · Delayed Price · Currency is CAD Aritzia Earnings Call Transcripts
Fiscal Year 2027
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Net revenue grew 43% year-over-year, with record gross margin and adjusted EBITDA margin expansion. Strong omni-channel growth, especially in the U.S. and digital, drove results, and full-year guidance was raised to 23%-28% revenue growth.
Fiscal Year 2026
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The meeting confirmed strong financial growth, with net revenue up 35% and U.S. expansion driving results. All board nominees and auditors were approved, and strategic initiatives such as digital growth and boutique expansion remain priorities. Final voting results will be posted on SEDAR+.
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Record Q4 revenue grew 33% year-over-year, driven by strong U.S. and digital performance. Gross margin expanded despite tariff headwinds, and fiscal 2027 guidance calls for 19–24% revenue growth, continued boutique expansion, and robust profitability.
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Q3 delivered record revenue and margin expansion, led by 43% top-line growth and strong U.S. and e-commerce performance. Guidance for Q4 and the full year was raised, with continued investments in digital, retail, and brand initiatives fueling momentum.
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Second quarter net revenue grew 32% to $812 million, with strong gains in both retail and e-commerce, and U.S. net revenue up 41%. Adjusted EBITDA margin expanded to 15.1%, and full-year guidance was raised despite increased tariff headwinds.
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First quarter fiscal 2026 results exceeded expectations, with net revenue up 33% and strong growth in both retail and e-commerce. Margin expansion was driven by improved gross profit and SG&A leverage, while reduced U.S. tariffs and supply chain diversification improved the outlook.
Fiscal Year 2025
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The meeting saw the election of nine directors and the appointment of auditors, with strong financial results highlighted by 19% net revenue growth and significant U.S. expansion. Strategic initiatives included new boutiques, digital upgrades, and a focus on sustainability and business resilience.
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Q4 saw 38% net revenue growth and 26% comp sales, with U.S. revenue up 56% and e-commerce up 48%. Fiscal 2026 guidance anticipates 11–19% revenue growth, with margin pressure from U.S. tariffs offset by supply chain diversification and cost controls.
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Q3 saw 16% normalized net revenue growth, led by U.S. expansion, e-commerce acceleration, and record-breaking holiday sales. Gross margin expanded 430 bps, and adjusted EBITDA rose 49%. FY2025 outlook was raised, with continued strong momentum expected into next year.
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Net revenue grew 15% to CAD 616 million in Q2, led by 24% U.S. growth and strong e-commerce gains. Gross margin expanded 520 bps, and adjusted EBITDA more than doubled. Full-year guidance was raised, with new boutiques and digital initiatives expected to drive further growth.
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Q1 FY2025 net revenue rose 8% to CAD 499M, led by U.S. retail and e-commerce growth, with gross margin up 510 bps to 44%. Guidance for FY2025 is reiterated, with 11–13 new boutiques planned and adjusted EBITDA margin expected to expand 400–500 bps.
Fiscal Year 2024
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The meeting featured the election of ten directors, approval of auditors, and renewal of the incentive plan. Fiscal 2024 saw 6% revenue growth, strong U.S. expansion, and major investments in digital and retail infrastructure. No shareholder questions were raised.