Aritzia Inc reported an exceptional set of numbers for its fiscal second quarter ended August 31, 2025, delivering net revenue of $812 million, up 32% year-over-year—a record for the Canadian Everyday Luxury retailer. The results, released on October 9, 2025, highlight surging U.S. sales, robust eCommerce growth, and margin expansion that far exceeded expectations, strengthening Aritzia’s position among global fashion leaders.
Double-Digit Growth Across All Channels and Geographies
“We delivered net revenue of $812 million in the second quarter of Fiscal 2026, a 32% increase compared to last year. Comparable sales grew 22%, with double-digit growth in all channels and all geographies, led by our United States eCommerce business… Exceptional strength in the United States continued to drive our results, as net revenue increased 41%, underscoring the growing awareness of the Aritzia brand and affinity for Everyday Luxury™,” said Jennifer Wong, Chief Executive Officer.
Retail net revenue rose to $571.7…
million eCommerce net revenue climbed to $240.5 million U.S. net revenue surged 40.7% to $486.1 million—now making up the majority of company sales. Margin Expansion and Profit Surge In a tough macro environment for retail, Aritzia’s operational discipline was evident.
Gross profit jumped 43.7% to $355.6 million, with gross margin expanding by 360 basis points to 43.8%—thanks to a strong inventory position, strategic marketing investments and new boutique openings.
Net income soared 263.4% to $66.3 million (margin: 8.2%) Net income per diluted share jumped 250% to $0.56 (Q2 2025: $0.16) Adjusted EBITDA rose an impressive 122.5% to $122.7 million (15.1% margin, up from 9.0%) Adjusted Net Income climbed 184.6% to $69.8 million; Adjusted EPS was $0.59, year-over-year Record Cash Position and Investments in Expansion The company’s balance sheet finished the quarter on a solid footing, with $352.3 million in cash and cash equivalents (up from $104.0 million a year ago), despite capital investments of $59.6 million, primarily into new U.S.
boutiques and a distribution centre in British Columbia. Inventory at $526.6 million, up 9.1% YoY, supporting rapid topline growth and new-season…
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