ATZ.TO Stock Today, January 13: First $1B Quarter, Guidance Hike
Aritzia stock is in focus for Canadian investors after the retailer delivered its first-ever $1B quarter and lifted full-year revenue guidance to roughly C$3.6B. Shares of ATZ.TO benefit from strong U.S. momentum, rising digital engagement, and consistent execution. Management posted 43% revenue growth and 34% comparable sales, while a new mobile app reached 1.4 million downloads. With the U.S. now nearly 60% of sales and a tenth straight earnings beat, investors are weighing growth, valuation, and the path for potential capital returns.
What’s moving ATZ.TO today
Investor sentiment improved after Aritzia reported its first-ever billion-dollar quarter and raised full-year revenue guidance to about C$3.6B. The company also notched its tenth consecutive earnings beat, highlighting strong execution. These milestones support the bull case that demand remains healthy across channels, especially in the U.S., and that recent merchandising, marketing, and store productivity initiatives are translating into sustained revenue growth.
The latest quote shows C$135.97, up 3.42% on volume of 599,258 versus a 472,060 average. Intraday, shares traded between C$134.80 and C$139.59, testing fresh 52-week highs above C$138.29. Market cap stands near C$13.19B. The 50-day average is C$109.19 and the 200-day is C$80.12, underscoring a strong uptrend that long-only funds and momentum traders are watching closely.
Quarterly results and outlook
Management delivered 43% revenue growth and 34% comparable sales, supported by full-price sell-through and better inventory flow. This quarter marked Aritzia’s first time surpassing $1B in sales, a key scale milestone that can enhance buying power and leverage fixed costs. Coverage highlights performance drivers including strong traffic and brand heat in core categories BNN Bloomberg.
Full-year revenue guidance is now roughly C$3.6B, reflecting demand resilience and pipeline visibility. Analysts note ongoing store openings, improved inventory availability, and better conversion as supports. Management commentary points to healthy margins and disciplined cost control. Media reports reinforce the positive outlook and scale benefits for operations The Globe and Mail.
U.S. expansion and digital growth
Nearly 60% of sales now come from the U.S., where newer markets show strong unit economics and brand adoption. Larger stores, curated assortments, and improved clienteling are lifting average order value. The growing U.S. base also diversifies revenue and reduces seasonality, which helps smooth quarterly swings and strengthens confidence in multi-year comp and square-footage growth plans.
The mobile app has reached 1.4 million downloads, supporting higher repeat visits and improved conversion. E-commerce continues to benefit from faster ship times, better returns processing, and personalized recommendations. These digital gains, alongside new client acquisition, underpin traffic durability. For investors tracking catalysts, mobile app downloads are a clean, observable indicator of engagement that can foreshadow sales growth.
Valuation, technicals, and risks
At C$135.97, Aritzia trades near 47x trailing EPS of 2.93 and about 3.84x sales, reflecting premium growth. Our system grades the stock B+ with a BUY tilt. Strength shows in ROE and ROA, while debt and valuation screens are less favourable. Next key date is April 29, 2026, for earnings. Watch margin trajectory and inventory turns for confirmation.
Technicals show momentum: RSI 73.55 and CCI 145 indicate overbought, while ADX 29.10 signals a strong trend. ATR 3.17 points to active volatility. Price sits well above the 50-day and 200-day averages, with YTD strength after a 113% 1-year gain. Support tracks near C$131.50. A sustained hold above recent highs could invite follow-through buying.
Final Thoughts
For Canadians tracking aritzia stock, the story is clear. Scale is improving, the U.S. mix is growing, and digital engagement is rising. The first-ever $1B quarter, 43% revenue growth, and 34% comps bolster confidence in the raised C$3.6B revenue outlook. Technicals show a strong uptrend, though overbought readings warn of near-term swings. Valuation is not cheap at about 47x earnings, so execution and margins matter from here. We would monitor app engagement, U.S. productivity, inventory flow, and any updates on capital returns. The April 29 earnings date is the next major checkpoint for confirmation of this growth track.
FAQs
Is aritzia stock expensive after the rally?
Shares trade around 47x trailing EPS and roughly 3.8x sales, which is rich versus many Canadian retailers. The premium reflects high growth, strong comps, and expanding U.S. scale. If margins hold and sales stay strong, the multiple can be supported. If growth cools, valuation risk rises.
How does the U.S. expansion impact results?
The U.S. accounts for nearly 60% of sales, adding scale and diversification. New stores, larger footprints, and strong brand awareness are boosting comps and average order values. This supports revenue growth and margin leverage, but it also raises execution risks around site selection, staffing, and local marketing.
Do mobile app downloads matter for investors?
Yes. The app has 1.4 million downloads, which helps drive traffic, repeat visits, and conversion. It supports personalized marketing and easier returns, which can improve customer lifetime value. We track app engagement alongside e-commerce metrics as a leading indicator for sales momentum and inventory productivity.
What key dates and indicators should I watch next?
Watch April 29, 2026, for the next earnings release. Track comps, gross margin, inventory turns, and U.S. store productivity. On the technical side, note RSI, ATR, and the 50-day average. Any updates on capital returns or guidance changes could also move the stock.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
