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  5. ATZ: With the big drop in Lulu after earnings, do you have any concerns that Aritzia could face the same type of struggles? [Aritzia Inc. Subordinate Voting Shares]
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Investment Q&A

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Q: With the big drop in Lulu after earnings, do you have any concerns that Aritzia could face the same type of struggles?
Asked by Kim on June 09, 2025
5i Research Answer:

There is some concern but in the short term ATZ looks OK. 40% of its sales are outside of the US, and in its Q1 conference call it indicated that its current inventory allows it to largely escape tariffs in its spring/early summer season. But it will not be completely immune to a retail slowdown induced by higher prices due to tariffs. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in LULU.