Added to YB: 2025-04-14
Pitch date: 2025-04-10
ATZ.TO [neutral]
Aritzia Inc.
+177.75%
current return
Author Info
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Company Info
Aritzia Inc., together with its subsidiaries, designs, develops, and sells apparels and accessories for women in the United States and Canada.
Market Cap
CAD 5.2B
Pitch Price
CAD 40.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.40
P/E
40.11
EV/Sales
2.33
Sector
Specialty Retail
Category
N/A
Show full summary:
What the Tariff War Means for Aritzia
ATZ.TO (tariff update): Fashion retailer facing potential 100% China tariff. Only 5.6% COGS from China, but total margin hit could be 8.1%. Shifting production & currency moves may mitigate impact. 2027 guidance: $3.5-3.7B rev, 7-8% net margin. 19-22x 2027 earnings, 17-19% CAGR. Stock down 45% from ATH, but rebounding.
Read full article (3 min)