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Aritzia Posts Record Profitability as U.S. and Digital Sales Soar

Company attributes stronger margins and cash flow to robust product demand, rapid e-commerce growth, a one-time tariff refund, plus an accelerated U.S. store rollout.

Overview

  • Aritzia reported a big second-quarter jump in results, with net revenue rising about 44 percent to C$1.17 billion and comparable sales up 34.5 percent.
  • Adjusted EBITDA nearly doubled to C$246.2 million and margin hit a second-quarter record of 21 percent, reflecting improved product mix and cost discipline.
  • The company disclosed a C$97.4 million tariff refund that materially boosted GAAP net income but noted operational gains also lifted adjusted earnings.
  • Growth was led by the United States and digital channel, with U.S. revenue accounting for roughly two-thirds of the top line and e-commerce growing sharply.
  • Management raised revenue guidance for the year, set an investor day for Oct. 27, added fashion executive Valerie Hermann to the board, and is advancing large-format flagships including a planned 2027 Vancouver store.