Canadian fashion retailer Aritzia Inc. is anticipating a robust performance in the upcoming months, projecting third-quarter (Q3) fiscal 2026 net revenues to range between $875 million and $900 million, reflecting a year-over-year growth of 20–24%. The company expects its gross profit margins and selling, general, and administrative (SG&A) expenses as a percentage of net revenue to remain steady compared to Q3 FY25.
For the entirety of fiscal year 2026, Aritzia forecasts net revenues between $3.3 billion and $3.35 billion, a rise of 21–22% from the previous fiscal year. This growth is driven by ongoing expansion in the U.S., digital sales, and increasing brand awareness. The company intends to open 13 new boutiques and reposition four existing stores, with 12 of the new locations in the U.S. and one in Canada. The adjusted EBITDA margin is anticipated to grow to 15.5–16.5%, supported by improved merchandise margins and efficiencies in freight costs, although rising U.S. tariffs could mitigate some of these gains.
Looking toward fiscal year 2027, Aritzia has slightly adjusted its adjusted EBITDA margin forecast to the high teens, down from an earlier estimate of around 19%, citing expected tariff implications and the removal of the de minimis exemption.
In its recent performance, Aritzia reported stellar results for the second quarter (Q2) of FY26, achieving net revenues of $812.1 million, which is a significant 31.9% increase compared to the same period last year. The U.S. market has emerged as a key growth driver, with revenues soaring 40.7% to $486.1 million, nearly 60% of total revenue, attributed to new store openings and strong demand in e-commerce.
Overall, the company’s robust performance has underscored its successful strategies, including marketing initiatives and the expansion of its physical and digital presence. The impressive Aritzia revenue growth is a testament to the brand’s ability to resonate with consumers. CEO Jennifer Wong noted the exceptional response to product launches and the growing popularity of the Aritzia brand, further solidifying the significance of Aritzia revenue growth in the competitive market landscape.
