Aritzia delivered a record third quarter, with net revenue climbing to $1.04 billion, up 42.8% year over year for Q3 Fiscal 2026, as the Vancouver-founded retailer leans into U.S. expansion, digital innovation, and tight cost control to scale its Everyday Luxury positioning. Profits accelerated even faster, with net income surging 87.5% to $138.9 million and adjusted EBITDA jumping 52.2% to $207.6 million, underscoring the strength of the model in a choppy consumer backdrop.
Record Quarter Powered By U.S. Momentum
Chief executive Jennifer Wong said, “We delivered record net revenue of $1.04 billion in the third quarter of Fiscal 2026, a 43% increase compared to last year. Comparable sales grew 34%, with exceptional growth in all channels and all geographies. Our performance was fueled by unparalleled demand for our Everyday LuxuryTM offering. This was driven by our digital initiatives, which included the launch of our App, our new boutique openings and…
our strategic marketing investments.
Our impressive growth in the United States continued as net revenue increased 54%, highlighting our expanding awareness and the tremendous momentum of the Aritzia brand.” In Canada, net revenue increased 29.0% to $419.2 million, reflecting continued strength in core markets even as the retailer accelerates its United States growth story.
Across the network, net revenue gains were supported by new and repositioned boutiques, with boutique count rising to 139 from 127 a year earlier. Stores Plus eCommerce Delivers Balanced Growth Brick-and-mortar remains a growth engine: retail net revenue climbed 35.1% to $657.3 million, fuelled by strong performance from new and repositioned boutiques and double-digit comparable sales in both Canada and the United States.
At the same time, eCommerce net revenue surged 58.2% to $383.0 million, now accounting for 36.8% of total sales as shoppers increasingly engage online. Management pointed to strong traffic, the launch of Aritzia’s mobile app, and stepped-up digital marketing as key drivers behind the online acceleration…
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