Canadian trend retailer Aritzia Inc is anticipating income between CA$730 million and CA$750 million ($532-547 million) within the second quarter (Q2) of fiscal 2026 (FY26), marking a 19-22 per cent enhance year-over-year (YoY).
For FY26, Aritzia anticipates web income between CA$3.1 billion and CA$3.25 billion (~$2.26-2.37 billion), reflecting a progress of roughly 13 to 19 per cent YoY. This projection consists of contributions from retail growth, with plans to open not less than 12 new boutiques and reposition 5 present ones—of which 11 new openings and two repositions are deliberate within the US.
Aritzia is anticipating a income of CA$3.1–3.25 billion (~$2.26-2.37 billion) and 15.5–16.5 per cent EBITDA margin in FY26.
The capital expenditure (capex) is projected at CA$180 million, with plans for boutique growth and distribution upgrades.
The corporate reported a robust web income of CA$663.3 million (~$484 million) in Q1 FY26, rising 33 per cent YoY.
The adjusted EBITDA as a proportion of web income is anticipated to vary between 15.5 and 16.5 per cent, up from 14.8 per cent YoY, supported by improved preliminary mark-ups (IMU), freight financial savings, good spending, and value efficiencies, although partially offset by elevated US tariffs.
Capital money expenditures are estimated at roughly CA$180 million, with CA$110 million allotted to boutique improvement for FY26 and FY27, and CA$70 million in the direction of distribution centre upgrades, together with a brand new Vancouver facility, and expertise enhancements, Aritzia stated in a press launch.
Depreciation and amortisation are projected to be round CA$110 million, with the corporate basing its steering on a international trade price of USD:CAD = 1.37.
In the meantime, the corporate has posted sturdy web income of CA$663.3 million (~$484 million) within the first quarter (Q1) of FY26, hovering 33 per cent YoY. The expansion was powered by a 19.3 per cent rise in comparable gross sales, pushed by double-digit beneficial properties throughout all channels and areas.
Retail income jumped 34.2 per cent to CA$480.3 million, whereas e-commerce gross sales rose 30 per cent to CA$183 million. In america, Aritzia’s income surged 45.1 per cent YoY to CA$413 million, accounting for greater than 62 per cent of whole income.
The comparable gross sales grew 19 per cent, fuelled by double-digit progress in all channels and all geographies.
“Our results were driven by the strong performance of our Spring/Summer product, which resonated exceptionally well with our clients, as well as our optimized inventory position, strategic marketing investments and our new and repositioned boutique openings,” stated Jennifer Wong, chief government officer (CEO) at Aritzia. “In addition, we generated meaningful gross profit margin expansion and SG&A leverage, resulting in outstanding adjusted EPS growth of over 90 per cent. Our performance in the US, where net revenue increased a tremendous 45 per cent, continued to fuel our results.”
“Trends across the business remain strong, and we are pleased with the start to our second quarter. We continue to navigate macro developments from a position of financial and operational strength, as we adapt to the environment around us and execute across our key strategic growth levers – geographic expansion, digital growth and increased brand awareness,” stated Wong.
The gross revenue rose by 42.5 per cent to CA$312.8 million, with gross margin enhancing 320 foundation factors to 47.2 per cent, supported by retailer occupancy leverage and value efficiencies. SG&A bills grew at a slower tempo of 26.2 per cent, resulting in a 190-basis factors (bps) enchancment in SG&A as a share of income.
The adjusted EBITDA climbed 76.9 per cent to CA$95.3 million, whereas adjusted web earnings almost doubled to CA$49.3 million. Web earnings greater than doubled to CA$42.4 million, with earnings per diluted share rising to CA$0.36 from CA$0.14 in the identical interval final yr.
The money and money equivalents rose to CA$292.6 million, up considerably from CA$100.7 million a yr in the past, and stock elevated marginally by 3.2 per cent to CA$409.5 million.
