Aritzia has reported a remarkable performance in its third quarter of Fiscal 2026, achieving record net revenue of $1.04 billion. This represents a 43% increase compared to the same period last year. The company experienced a 34% growth in comparable sales, with robust demand for its Everyday LuxuryTM products across all channels and regions.
Jennifer Wong, Chief Executive Officer of Aritzia, attributes the company’s growth to successful digital initiatives, new store openings, and strategic marketing investments. The U.S. market, in particular, showed exceptional results, with net revenue growth of 54%, further solidifying the Aritzia brand’s expanding recognition and momentum.
Third Quarter Highlights for Fiscal 2026
- Net Revenue: $1.04 billion, a 42.8% increase year-over-year.
- Comparable Sales Growth: 34.3%.
- U.S. Net Revenue: $621.1 million, up 53.8%.
- Retail Net Revenue: $657.3 million, increased by 35.1%.
- eCommerce Revenue: $383.0 million, up 58.2%.
- Gross Profit Margin: Increased to 46.0%.
- Net Income: Increased by 87.5% to $138.9 million.
- Adjusted EBITDA: Rose by 52.2% to $207.6 million.
Operational Insights
Aritzia’s success can be attributed to strong operational execution and geographic expansion. In the last year, the company opened 13 new boutiques and repositioned four, bringing the total number of boutiques to 139. The notable performance in retail sales was driven by the popularity of the Fall/Winter collection and enhanced digital marketing efforts.
Moreover, the company reported a significant increase in cash and cash equivalents amounting to $620.5 million, alongside inventory growth of 10% to $508.2 million. This financial position underscores Aritzia’s favorable operating environment and strategic growth trajectory.
Looking Ahead
Aritzia anticipates continued strong performance into the fourth quarter of Fiscal 2026, projecting net revenue between $1.1 billion and $1.125 billion, equating to approximately 23% to 26% growth. The company plans to expand its boutique network further and maintain its focus on digital channels to drive future profitability.
With a strong balance sheet and operational model, Aritzia is poised to continue delivering value to its shareholders while navigating the evolving retail landscape.
