"Sometimes it takes a few decades to really hit your stride. That appears to be the case with Canadian fashion retailer Aritzia, which has experienced considerable success in recent years. But 2025 has been something else entirely. Over the past 12 months, the brand - and its stock price - have kicked into overdrive as the company accelerated its physical and digital expansion."
"Aritzia's share price has more than doubled over the past year, even after taking a hit in the early days of President Donald Trump's trade war. In October, the company reported a 32% year-over-year increase in total quarterly sales, with comparable sales growth exceeding 21%. In the US segment, revenues increased nearly 41% for the quarter. Aritzia's next earnings report is scheduled for January 8, and the company declined to comment for this story, citing the pre-earnings quiet period."
"For starters, people love the clothes. Business Insider reporter Jordan Hart discovered this for herself when she went to check out Aritzia's hyper-viral Super Puff coat - and ended up buying one for herself. Available in a wide range of options, the coat has been a cold-weather pick for celebrities like Meghan Markle, Olivia Rodrigo, Kendall Jenner, Bella Hadid, and Lupita Nyong'o."
Aritzia accelerated both physical and digital expansion in 2025, driving a more than doubling of its share price over the past 12 months. The company reported a 32% year-over-year increase in total quarterly sales, comparable sales growth above 21%, and nearly 41% revenue growth in its U.S. segment for the quarter. Aritzia overcame an early hit tied to President Donald Trump's trade war. CEO Jennifer Wong has led the company since 2022. Customers embraced products like the hyper-viral Super Puff coat, which gained celebrity adoption. Jefferies analyst Corey Tarlowe cited ample U.S. expansion opportunity and projected rising margins as scale improves. The company declined to comment, citing the pre-earnings quiet period.
Read at Business Insider
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