Aritzia Reports Strong Q2 Growth with 32% Revenue Surge Led by US Market
Canadian fashion retailer Aritzia announced impressive second-quarter results with a 31.9% increase in net revenue, reaching $812.1 million for the period ended August 31. The company's growth was primarily driven by surging demand in the United States, where revenue climbed 40.7% to $486.1 million, now representing nearly 60% of total revenue. Comparable sales growth reached 21.6%, while net income surged 263% to $66.3 million, demonstrating the company's successful expansion strategy and strong consumer response to its product offerings.
Canadian fashion retailer Aritzia delivered outstanding financial performance in its second quarter, reporting a substantial 31.9% increase in net revenue that underscores the company's growing market presence and consumer appeal. The Vancouver-based company's results for the quarter ended August 31 highlight a strategic expansion that's paying significant dividends, particularly in the United States market where consumer demand continues to accelerate.
Financial Performance Highlights
Aritzia's net revenues reached $812.1 million during the second quarter, representing impressive growth across multiple business segments. The company achieved comparable sales growth of 21.6%, indicating strong performance from existing locations alongside contributions from new store openings. This consistent growth pattern demonstrates Aritzia's ability to maintain momentum while expanding its physical footprint.
United States Market Dominance
The United States market emerged as the primary growth driver for Aritzia, with net revenue climbing 40.7% to $486.1 million. This performance now positions the US market as representing nearly 60% of Aritzia's total revenue, highlighting the company's successful penetration into the competitive American retail landscape. The strategic focus on US expansion has clearly yielded substantial returns, transforming Aritzia from a primarily Canadian retailer to a significant North American fashion player.
Retail and E-commerce Expansion
Aritzia's retail revenue increased 34.3% to $571.7 million, supported by the company's aggressive store opening strategy. Over the past year, Aritzia opened 13 new locations and repositioned four existing boutiques, bringing its total boutique count to 134 stores. Simultaneously, e-commerce revenue grew 26.5% to $240.3 million, accounting for nearly 30% of total sales. This balanced approach to physical and digital retail demonstrates Aritzia's understanding of modern consumer shopping preferences.
Profitability and Future Outlook
The company's net income surged dramatically by 263% to $66.3 million, or $0.56 per diluted share, compared to $18.2 million or $0.16 per share in the same period last year. Adjusted net income climbed 184.6% to $69.8 million or $0.59 per share. Looking ahead, Aritzia expects third-quarter Fiscal 2026 net revenue between $875 million and $900 million, representing growth of 20% to 24%. For the full fiscal 2026 year, the company forecasts net revenue between $3.30 billion and $3.35 billion, reflecting growth of approximately 21% to 22%.
According to company statements, CEO Jennifer Wong attributed the strong performance to "robust demand for our high-quality beautiful products, including an outstanding response to our Fall launch, as well as our strong inventory position, strategic marketing investments and new boutique openings." The company's continued success suggests a well-executed growth strategy that balances geographic expansion with product innovation and operational excellence.
