Aritzia raises full-year revenue outlook on stronger U.S. sales

By Adriano Marchese Aritzia's U.S. expansion is accelerating and prompting the Canadian women's fashion retailer to raise its full-year outlook as American shoppers boosted the company's top line. The Vancouver-based retailer raised its full-year revenue outlook on Thursday after U.S. sales surged 60% in its fiscal second quarter to C$779.4 million. U.S. consumers now account for 67% of the company's total revenue. Chief Executive Jennifer Wong said the acceleration is being driven by double-digit same-store sales growth and a digital expansion, as new physical store openings drive more shoppers to make mobile app purchases. "These results demonstrate that our omni-channel expansion is not only driving immediate top line growth, but also building brand awareness and affinity in our highest priority growth market," Chief Financial Officer Todd Ingledew said on an earnings call with analysts. Aritzia boosted its revenue expectations for the 2027 fiscal year to 4.78 billion Canadian dollars ($3.35 billion) to C$4.88 billion, which would represent an increase of 29% to 32% from the prior year. It had previously guided for revenue of C$4.55 billion to C$4.75 billion. Analysts polled on FactSet expect C$4.71 billion for the year. For current third quarter the company expects revenue of C$1.275 billion to C$1.325 billion, which would be growth of 23% to 27% from the prior year. For the fiscal second-quarter ended Aug. 30, Aritzia posted net income of C$201.7 million, or C$1.70 a share, up from C$66.3 million, or C$0.56 a share, in the comparable quarter a year ago. On an adjusted basis, which strips out exceptional items and one-off costs, earnings came to C$1.31 a share. According to FactSet, analysts were expecting C$1.05 a share. Net revenue rose 44% to C$1.17 billion, topping analyst forecasts of C$1.12 billion. Comparable sales growth, which tracks sales performance at existing locations open for at least a year, came to 35%. Write to Adriano Marchese at adriano.marchese@wsj.com (END) Dow Jones Newswires October 08, 2026 18:25 ET (22:25 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.