Aritzia: Premium Valuation, Premium Execution

Aritzia (ATZAF) now justifies its premium valuation following strong Q4 Fiscal 2026 results and an upbeat Fiscal 2027 outlook. Revenue surged 32.6% YoY in Q4 to $1.19 billion, with full-year revenue up 35.2% to $3.70 billion, driven by robust U.S. growth. Comparable sales climbed 27.7% in Q4, with digital revenue reaching $1.3 billion and 35% digital penetration, underscoring omni-channel strength.