Aritzia Stock Rises as Q4 Profit Jumps 35%
Aritzia stock gained after fourth-quarter profit rose 35% from a year earlier, driven by faster sales growth as the retailer’s U.S. store expansion kept pulling shoppers in from the first day. Net income reached $134.3 million for the quarter ended March 1, 2026, and revenue climbed about 33% to $1.19 billion.
That pace left the company with diluted earnings per share of $1.12, up from 84 cents a year earlier. For shareholders, the numbers show the expansion is not just adding locations; it is producing higher sales per opening as the company pushes deeper into the U.S.
Jennifer Wong Sees Lines On Day One
“They are performing right out of the gate,” Jennifer Wong said Thursday, describing new store openings. She added, “In the past, several years ago, we would talk about a bit of a ramp that would occur, but right now, we see lineups the day we open.”
Aritzia opened 14 new boutiques in the fiscal year it just completed and revamped at least four more. The company now has 76 boutiques in the United States, but it is aiming for between 180 and 200 there, a scale that would more than double its current footprint.
U.S. Expansion Across Multiple Markets
“It's really across the country, north, south, east, west, that we're looking at opening new stores this year in the United States,” Todd Ingledew said on the same call. Aritzia plans openings in Atlanta, Cleveland and Las Vegas, along with stores in Florida, California and Texas.
The company’s push is also extending into logistics. A new distribution centre in British Columbia is set to open next week, and Aritzia expects a second facility in the United States later this year or early next year.
Fred Segal Adds Another Layer
During the quarter ended March 1, 2026, Aritzia purchased U.S. Fred Segal and leased its ivy-adorned property on Melrose Avenue in Los Angeles. Wong said the move could help “reimagine the brand for a new generation” and “capitalize” on “The nostalgia for the brand and just how big of a deal it is in that city is amazing,” she said Thursday.
For investors, the immediate read is clear: Aritzia is pairing profit growth with a store rollout that is already drawing traffic, while the company still has a long way to go toward its 180-to-200-boutique target in the United States.
