Added to YB: 2026-09-24
Pitch date: 2026-09-20
ATZ.TO [neutral]
Aritzia Inc.
+1.31%
current return
Author Info
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Company Info
Aritzia Inc., together with its subsidiaries, designs, develops, and sells apparels and accessories for women in the United States and Canada.
Market Cap
CAD 14.1B
Pitch Price
CAD 123.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.99
P/E
32.16
EV/Sales
3.68
Sector
Specialty Retail
Category
growth
September 2026 WWW 'What’s Wolf Watching - Aritzia Inc.
ATZ.TO (pass): Aritzia remains fundamentally sound, with last-quarter revenue up 43% and analysts estimating 38% revenue growth and 78% EPS growth this quarter. However, after a 41% one-year gain, its market cap is now only about 10% below Lululemon’s despite materially lower revenue, net income and operating cash flow. The current share-price trend and weak market sentiment make a position hard to justify; below $110 would become interesting.
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