Thx
EPS of $1.10 beat estimates of 88c; revenue of $1.04B beat estimates of $934M. Aritzia stands to exceed 4Q guidance of 23-26% sales growth, well above analysts' 12.2%, and outperform its profit margin outlook on strong demand for its modern luxury assortments, recent store openings -- including expanded boutiques -- and e-commerce gains. Full-year Ebitda margin guidance of 16.5-17%, up from the prior 15.5-16.5% view and 14.8% in 2024, incorporates 280 bps of tariff pressure and reflects higher markups, fixed-cost leverage and tighter expense control. Results also benefit from 15 new boutiques, including five opened in 3Q and four more planned in 4Q, as well as its new smartphone app. The company targets high-teens comparable sales growth in 4Q, which is already trending above that. This was really an incredible quarter and outlook for the company.