TickerTalks
Browse all tickers →
TickerTalks›$ATZAF
ATATZAF

Aritzia Inc.

$ATZAF·$11B·Apparel - Retail·Consumer Cyclical
$113.49+8.1%YTD+31.8%1Y+111.4%
Mentions · last 7 days
2026-07-04: 0 posts2026-07-05: 0 posts2026-07-06: 0 posts2026-07-07: 0 posts2026-07-08: 0 posts2026-07-09: 3 posts2026-07-10: 4 posts7
Price updated 13h ago·X counts updated 13h ago
ATATZAF
$ATZAFAritzia Inc.
$113.49+8.11%7 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Aritzia Inc. is a prominent North American fashion retailer that, along with its subsidiaries, specializes in designing and selling a wide range of apparel and accessories specifically for women. Its extensive clothing line encompasses everything from casual wear like t-shirts, tops, bodysuits, and activewear to more structured pieces such as shirts, blouses, sweaters, jumpsuits, rompers, skirts, pants, denims, leggings, bike shorts, and dresses. Outerwear options include jackets, blazers, and coats, alongside a selection of shoes. Complementing its apparel, Aritzia also provides a diverse array of accessories, including hats, socks, face masks, intimate apparel, gloves, mittens, belts, scarves, scrunchies, bags, and iPhone cases. These items are marketed under well-known house brands such as Wilfred, Super World, Babaton, and TNA. Customers can purchase Aritzia's collections through multiple channels: its e-commerce platform, aritzia.com, and a network of approximately 105 physical boutiques across North America, as reported on February 27, 2022. Founded in 1984, the company changed its name from Aritzia Capital Corporation to Aritzia Inc. in August 2016. Its corporate headquarters are located in Vancouver, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $ATZAF.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

Industry benchmark

12-name peer basket
+0.5%YTD
+40.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 9, 2026$0.70$0.64+9.4%
Q1 2026May 7, 2026$0.84$0.76+11.5%
Q4 2025Jan 8, 2026$0.79$0.64+23.7%
Q2 2025Jul 10, 2025$0.26$0.21+26.5%
Next earningsThu, Oct 8·consensus EPS $0.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$951.0M+43.4%50.3%15.9%$1.03$8.8M
Q4 FY26$1.2B+32.5%42.7%15.4%$1.17$130.3M
Q3 FY26$1.0B+42.8%46.0%16.3%$1.20$209.5M
Q2 FY26$812.1M+31.9%43.8%11.2%$0.58$79.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.6B – $3.7B$3.13$3.05 – $3.2115
FY27$4.5B$4.4B – $4.6B$4.64$4.36 – $4.9114
FY28$5.2B$4.9B – $5.4B$5.65$5.13 – $6.3214
FY29$5.7B$5.4B – $5.9B$6.32$5.98 – $6.617
FY30$5.2B$5.0B – $5.4B$5.84$5.53 – $6.117

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 95.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aritzia tops Q1 earnings estimates, raises full-year revenue outlookproactiveinvestors.com·1d agoAritzia's Stellar Quarter Doesn't Mean It's Time To Back Up The Truckseekingalpha.com·1d agoBreakfast News: Aritzia Weaves a Winning Quarterfool.com·1d agoAritzia Q1 Earnings Call Highlightsmarketbeat.com·2d agoAritzia Profit Surges on Growth Across Channels, Geographieswsj.com·2d ago

More in Apparel - Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$LULU$AEO$URBN$ROST$GAP$TJX$ANF$PLCE
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport