Aritzia (ATZ) is up nearly 10% in today’s session on the back of a huge Q2 - blowing past estimates thanks to continued U.S. acceleration.
The ~8% revenue beat translated to EBITDA ~25% ahead of estimates, and with management laser-focused on growth south of the border…
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Yeah, we see still a ton of runway in the U.S. As we’ve mentioned, there’s only 68 boutiques in the U.S, today. Long-term we see an opportunity that might be closer to 180-200.
Jennifer Wong (CEO) - ATZ Q2’26 call
… there’s a lot of runway from here.
