Overview

• Aritzia’s overall net revenue rose 33% to $663.3 million in the quarter ended June 1, driven by a 34.2% gain in retail sales and a 30% e-commerce surge.
• U.S. net revenue climbed to $413 million as the company grew its American customer base by 40%.
• Net income surged to $42.4 million from $15.8 million a year earlier, equivalent to 36 cents per diluted share.
• The retailer opened 13 new boutiques over the past year while continuing to scale its online platform.
• Management has diversified sourcing across 12 countries and plans to reduce China-made products to mid-single digits by spring 2026 to limit tariff exposure.