Review of Aritzia Inc.

MAY 09, 2024 - ATZ’s share price has recovered meaningfully in recent quarters as the company demonstrates great execution by resuming sales growth, and store expansion but also managing inventory in a more efficient manner. Investors now expect the worst is now behind the company, ATZ is trading at a fair multiple, and we think the company could potentially see a re-rating by the market if ATZ could demonstrate solid execution and resume its previous growth trajectory of double-digits. ATZ is also disciplined in capital allocation which balances a strong balance sheet, store expansion and share repurchases. We would maintain our rating at “A-”.

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Aritzia Inc. Subordinate Voting Shares (ATZ)

Q: Hi Team,
What's your take on ATZ quarterly release? I was shocked at the strength in a time where I envisioned weakness in retail with the tariff issues.

Thanks,
Shane.

Read Answer Asked by Shane on May 05, 2025

Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris

Read Answer Asked by chris on April 29, 2025

Q: First of all I would like to ask do you like this segment going forward into the world of tariffs.

I currently own ATZ in my registered account and am up marginally.

If you do like the segment forward looking do you like ATZ or TJX better?

If you don't like this segment vs other opportunities what would you put the ATZ money into?

With thanks

Sheldon

Read Answer Asked by Sheldon on April 16, 2025