Aritzia Reports Strong Second Quarter Revenue Growth and Profitability

VANCOUVER, BC, Oct. 8, 2026 /CourierPR/ -- Aritzia, the design house with an innovative global platform, reported strong financial results for the second quarter ended August 30, 2026, marking a pivotal moment in the company's growth trajectory. The quarter saw a 44.1% increase in net revenue to $1.17 billion, with a 34.5% rise in comparable sales. The United States, Aritzia's top market, experienced a remarkable 60.3% net revenue growth, contributing significantly to the overall performance. Canada net revenue increased 19.8% to $390.4 million, comprising 33.4% of net revenue. Retail net revenue increased 34.1% to $766.9 million, comprising 65.6% of net revenue, while digital net revenue increased 67.7% to $402.9 million, comprising 34.4% of net revenue.

The company's digital channel was particularly robust, accelerating to 68% net revenue growth, while the United States remained the top market with 60% net revenue growth.

The company's profitability initiatives contributed significantly to its financial performance. Adjusted gross profit margin, excluding the benefit of tariff refunds, increased by 490 basis points to 48.7%. Gross profit margin, as reported, surged to 57.1%, a 1,330 basis point increase. Selling, general, and administrative expenses as a percentage of net revenue decreased by 130 basis points to 29.5%. Adjusted EBITDA increased by 99.7% to $246.2 million, with an adjusted EBITDA margin of 21.0%, a 590 basis point increase from the previous quarter.

Net income more than doubled, increasing by 204.2% to $201.7 million, with a net income per diluted share of $1.70, up from $0.56 in the same period last year. Adjusted net income also saw a significant increase, rising by 122.1% to $156.0 million, with an adjusted net income per diluted share of $1.31, up from $0.59 in Q2 2026. The company's strong top line performance, combined with disciplined execution and profitability initiatives, drove a 590 basis point increase in the adjusted EBITDA margin to a second quarter record of 21%.

Second Quarter Highlights for Q2 2027, compared to Q2 2026: - Net revenue increased 44.1% to $1.17 billion, with comparable sales growth of 34.5% - United States net revenue increased 60.3% to $779.4 million, comprising 66.6% of net revenue - Canada net revenue increased 19.8% to $390.4 million, comprising 33.4% of net revenue - Retail net revenue increased 34.1% to $766.9 million, comprising 65.6% of net revenue - Digital net revenue increased 67.7% to $402.9 million, comprising 34.4% of net revenue - Adjusted gross profit margin, excluding the benefit of tariff refunds, increased 490 bps to 48.7% - Gross profit margin, as reported, increased 1,330 bps to 57.1% - Selling, general, and administrative expenses as a percentage of net revenue decreased 130 bps to 29.5% - Adjusted EBITDA increased 99.7% to $246.2 million. Adjusted EBITDA as a percentage of net revenue increased 590 bps to 21.0% - Net income increased 204.2% to $201.7 million. Net income as a percentage of net revenue increased 910 bps to 17.2%. Net income per diluted share increased 203.6% to $1.70 per share, compared to $0.56 per share in Q2 2026 - Adjusted Net Income increased 122.1% to $156.0 million. Adjusted Net Income per Diluted Share increased 122.0% to $1.31 per share, compared to $0.59 per share in Q2 2026

Looking ahead, Aritzia is set to build on this momentum at its Investor Day on October 27, 2026, where the company will share its plans for future growth.