Aritzia delivered net revenue of C$1.04 billion for the quarter ended November 30, 2025, representing a 42.8% increase year-over-year. Comparable sales rose 34.3% across all channels and geographies. Adjusted net income reached C$131.2 million, up 58.1%, while net income per diluted share increased 84.1% to C$1.16. Gross profit margin expanded by 30 basis points to 46.0%, and adjusted EBITDA climbed 52.2% to C$207.6 million, or 20.0% of net revenue.

U.S. net revenue surged 53.8% to C$621.1 million, accounting for 59.7% of total sales. This growth was driven by the opening of new boutiques, repositioning of existing stores (13 openings and four repositionings over the past 12 months), and accelerated e-commerce performance. Canadian net revenue increased 29.0% to C$419.2 million, supported by strong online demand and comparable sales gains in established boutiques.

eCommerce revenue jumped 58.2% to C$383.0 million, or 36.8% of net revenue, aided by the successful launch of the Aritzia mobile app and targeted digital marketing investments. Retail sales climbed 35.1% to C$657.3 million. At quarter-end, the boutique count stood at 139, up from 127 a year ago, reinforcing the brand’s global footprint and omnichannel strategy.

The Company closed the period with C$620.5 million in cash and equivalents, up from C$207.0 million a year earlier. Inventory was C$508.2 million, a 10.0% increase. Capital expenditures totaled C$55.6 million, primarily supporting new boutique openings and a new distribution centre in British Columbia. Management cites excellent operational execution across geographic expansion, digital growth and brand-building initiatives as the foundation for continued profitable growth into fiscal 2026.