Aritzia Sees Q2 Profit Skyrocket to $66.3M Thanks to Strong U.S. Business Performance

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Aritzia Sees Q2 Profit Skyrocket to $66.3M Thanks to Strong U.S. Business Performance

Aritzia’s U.S. Expansion Drives Impressive Financial Growth

Aritzia’s Strategic Moves Bolster U.S. Presence and Revenue

Vancouver-based clothing retailer Aritzia Inc. has reported strong quarterly results, largely due to its thriving operations in the United States and strategic actions to mitigate rising shipping costs. CEO Jennifer Wong shared in a recent earnings call that Aritzia is experiencing “outstanding new customer growth” in the U.S., with a consistently expanding base of loyal clients.

Financial Performance Surpasses Expectations

In the latest quarter, Aritzia reported a significant increase in net income, reaching $66.3 million compared to $18.2 million in the same period last year. Net revenue rose nearly 32% to $812.1 million, up from $615.7 million a year earlier.

Driving Factors Behind Revenue Growth

U.S. net revenue surged over 40% to $486.1 million, making up nearly 60% of Aritzia’s total revenue.
The launch of a new international e-commerce platform in August exceeded expectations, contributing to increased revenue.
Strategic relocation of U.S. order fulfilment to an expanded distribution centre in Ohio, enhancing operations.

Operational Adjustments and Challenges

The U.S. concluded its de minimis exemption in August, which previously allowed duty-free shipping for packages valued under $800. This required Aritzia to adapt by shifting its U.S. order fulfilment to Ohio, necessitating extra staff at the facility.

Optimism for Future Financial Prospects

Despite challenges like higher tariffs, Aritzia remains confident in its financial outlook. Wong emphasized the company’s commitment to leveraging its agile global supply chain to minimize tariff impacts. As a result, the margin outlook for fiscal 2026 remains steady at 15.5% to 16.5%.

Aritzia Raises Full-Year Revenue Forecast

With solid year-to-date performance, Aritzia raised its net revenue forecast for the fiscal year to between $3.3 billion and $3.5 billion, up from an earlier estimate of $3.1 billion to $3.25 billion.

Enhanced Shareholder Returns

For the second quarter, net income per diluted share was 56 cents, a significant increase from 16 cents last year. On an adjusted basis, net income rose to $69.8 million from $24.5 million during the same period the previous year.

Published by Emegypt, The Canadian Press reported this on October 9, 2025. Aritzia continues to trade on the Toronto Stock Exchange under the symbol TSX:ATZ.