NEWAI Investor Insights
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TSE:ATZ
46.96
0.36 (0.76%) 1d
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Sep 18, 2024, 5:18 pm
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Investor Insights
This summary was created by AI, based on 38 opinions in the last 12 months.
Aritzia Inc. (ATZ-T) is a clothing company based in Vancouver, with a diverse audience and significant potential for growth. While the stock has seen some volatility and challenges with inventory and supply chain, experts have confidence in its long-term growth story, particularly in the US market. The company has a strong track record and is focusing on expanding its presence in the retail sector, despite concerns about fashion risk. Overall, experts express optimism about Aritzia's future potential, highlighting its strong brand value and management team.
Consensus
Bullish
Valuation
Fair Value
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PAST TOP PICK
Aritzia Inc.(ATZ-T)09/09/2024
(A Top Pick Jun 19/24, Up 26%)
It has turned around the excess inventory situation from last year. Its store square footage is expanding by 25%. Analysts have 32% per share growth pegged for next year
specialty stores
Teal Linde
$46.230
Owned
UnlockRating
BUY
Aritzia Inc.(ATZ-T)22/08/2024
Excellent retailer in a notoriously difficult sector. Doing really well. A good name to consider adding for consumer discretionary exposure. Be mindful of headwinds such as Canadian consumer retrenching; some retailers navigate those macro headwinds easily.
specialty stores
BUY
Aritzia Inc.(ATZ-T)20/08/2024
Can be volatile, but they have long-term unit growth potential in the US. Are doing well with new stores there.
specialty stores
Christine Poole
$44.410
Owned
UnlockRating
PARTIAL BUY
Aritzia Inc.(ATZ-T)15/08/2024
Anemic same-store sales growth, underwhelming selection.
His models show that it has 10-15 years of growth to becoming a global, dominant brand. Penetrating the US, opening up in Europe. Feedback that it's not as cool as it was. His target price is close to $60, so you could still buy today.
The story is not same-store sales growth, it's number of stores in the future.
specialty stores
Bruce Murray
$44.940
Owned
UnlockRating
PARTIAL SELL
Aritzia Inc.(ATZ-T)23/07/2024
He missed this. It's done very well. Wider economic June retail sales were negative YOY, so he would take some money off the table and not put new money into this space.
specialty stores
Andrew Pink
$46.610
No
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HOLD
Aritzia Inc.(ATZ-T)12/07/2024
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
EPS of 22c beat estimates of 16.5c. Revenue of $498M beat estimates of $486.9M. EBITDA of $53.8M beat estimates by 19%. Sales rose 7.8% led by 13% growth in the US. 2Q revenue guidance was largely maintained. Inventory optimization continues. (inventory fell 18%). Margins increased nicely, to 44% from 38.9%. Comparable sales rose 2% vs 1.3% expected. Investors should be happy here, but the stock has already been very strong leading up to the quarter.
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specialty stores
Stockchase Insights
$47.660
Unknown
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DON'T BUY
Aritzia Inc.(ATZ-T)21/06/2024
Does not own shares. Quality merchandise and corporate strategy, however waiting for share price to fall before buying. Also, waiting to see how management executes in the next few quarters. Better options for investors in the markets.
specialty stores
Brian Madden
$37.250
No
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PAST TOP PICK
Aritzia Inc.(ATZ-T)17/06/2024
(A Top Pick Jun 19/23, Up 4%)Are we sure it's still cool?
WSJ came out this month with a very glowing article, particularly for working women in their 20s, highlighting an appreciation of quality. Volatility from being a pandemic beneficiary, and then inventory issues. Mostly getting through that.
Expanding square footage 20-25% this year, will drive increased sales and earnings.
specialty stores
Teal Linde
$37.500
Owned
UnlockRating
HOLD
Aritzia Inc.(ATZ-T)16/05/2024
Earnings have grown over time. Very confident on management's ability to execute on US growth strategy. Mismanaged margins, but sales per location held in. E-commerce has struggled. Stumbles keeping product "fresh".
specialty stores
Jamie Murray
$34.150
Owned
UnlockRating
PAST TOP PICK
Aritzia Inc.(ATZ-T)13/05/2024
(A Top Pick Jun 19/23, Down 8%)
It sold off from $40 because of negative sentiment towards the retail sector. Consumers are being squeezed and tightening their spending. It plans to grow its stores by 25% this year which should offset lower spending at existing stores.
specialty stores
Teal Linde
$34.090
Owned
UnlockRating
HOLD
Aritzia Inc.(ATZ-T)06/05/2024
Has owned shares in this company in the past. Strong demand for products in younger consumers. Retail footprint expanding at a high rate. Unique business model that is able to generate profits. Brand name that is very popular in young women.
specialty stores
Brendan Caldwell
$38.020
Unknown
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TOP PICK
Aritzia Inc.(ATZ-T)01/05/2024
It's a homegrown success story driven by customers who promote their wares on social media. However, given an iffy forecast for the Canadian consumer, and a rosier one for Americans, you're buying ATZ for its continued expansion into the U.S. It's ambitious: eight to ten new stores annually through 2027, based on 100 possible locations down there.
specialty stores
The Monthly Gems by Allan Tong
$35.340
Unknown
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Unspecified
Aritzia Inc.(ATZ-T)08/04/2024
It has good growth in the U.S. and has good management. It is fine for the longer term but in the shorter term he is not interested in the consumer sector.
specialty stores
Jordan Zinberg
$34.560
No
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BUY
Aritzia Inc.(ATZ-T)21/03/2024
Growth stock. In-house production of its own designs. You can only buy its various brands in Aritzia stores. Very diverse audience. Huge unit growth potential in US. Boosted e-commerce during pandemic. A bet on management and continued execution on design. Historically has done well, has confidence in it going forward.
specialty stores
Christine Poole
$37.400
Owned
UnlockRating
PAST TOP PICK
Aritzia Inc.(ATZ-T)18/03/2024
(A Top Pick May 15/23, Up 0.2%)
It took a big tumble so he bought more in October and will hold at this level since it is trading at a fair valuation. It needs more traction before getting a premium valuation. However he has long term conviction in it and feels it should grow in the double digit range. Just over half of its revenue comes form the U.S. side and each new store has a 12 month payback.
specialty stores
Teal Linde
$35.790
Owned
UnlockRating
Aritzia Inc.(ATZ-T) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 12
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 7
Total Signals / Votes : 23
Stockchase rating for Aritzia Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.
Aritzia Inc.(ATZ-T) Frequently Asked Questions
What is Aritzia Inc. stock symbol?
Aritzia Inc. is a Canadian stock, trading under the symbol ATZ-T on the Toronto Stock Exchange (ATZ-CT). It is usually referred to as TSX:ATZ or ATZ-T
Is Aritzia Inc. a buy or a sell?
In the last year, 23 stock analysts published opinions about ATZ-T. 12 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Aritzia Inc..
Is Aritzia Inc. a good investment or a top pick?
Aritzia Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Aritzia Inc..
Why is Aritzia Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Aritzia Inc. worth watching?
23 stock analysts on Stockchase covered Aritzia Inc. In the last year. It is a trending stock that is worth watching.
What is Aritzia Inc. stock price?
On 2024-09-18, Aritzia Inc. (ATZ-T) stock closed at a price of $46.96.
