Aritzia releases Q2 financial results, net revenue of $812 million, up 32% from a year ago

Aritzia Inc., a design house with an innovative global platform offering Everyday Luxury online and in its boutiques, announced Thursday its financial results for the second quarter ended ended August 31, 2025.

“We delivered net revenue of $812 million in the second quarter of Fiscal 2026, a 32% increase compared to last year. Comparable sales grew 22%, with double-digit growth in all channels and all geographies, led by our United States eCommerce business. Our performance was fueled by 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. Exceptional strength in the United States continued to drive our results, as net revenue increased 41%, underscoring the growing awareness of the Aritzia brand and affinity for Everyday Luxury,” said Jennifer Wong, Chief Executive Officer. “In addition, we generated meaningful gross profit margin expansion and SG&A leverage, resulting in growth in adjusted net income per diluted share of over 180%.”

“Our broad-based momentum has continued into the third quarter of Fiscal 2026, driven by the ongoing positive response to our product and strong execution across our three strategic growth levers – geographic expansion, digital growth and increased brand awareness. We remain agile as we navigate tariff-related developments from a position of strength. The momentum in our business, our proven operating model and our healthy balance sheet give us confidence in our path forward as we capitalize on our vast opportunity for growth in the United States and beyond.”

Second Quarter Highlights

For Q2 2026, compared to Q2 2025:

• Net revenue increased 31.9% to $812.1 million, with comparable sales growth of 21.6%
• United States net revenue increased 40.7% to $486.1 million, comprising 59.9% of net revenue
• Retail net revenue increased 34.3% to $571.7 million
• eCommerce net revenue increased 26.5% to $240.3 million, comprising 29.6% of net revenue
• Gross profit margin increased 360 bps to 43.8% from 40.2%
• Selling, general and administrative expenses as a percentage of net revenue decreased 160 bps to 30.8% from 32.4%
• Adjusted EBITDA increased 122.5% to $122.7 million. Adjusted EBITDA as a percentage of net revenue increased 610 bps to 15.1% from 9.0%
• Net income increased 263.4% to $66.3 million, or 8.2% from 3.0% as a percentage of net revenue. Net income per diluted share increased 250.0% to $0.56 per share, compared to $0.16 per share in Q2 2025
• Adjusted Net Income increased 184.6% to $69.8 million. Adjusted Net Income per Diluted Share increased 181.0% to $0.59 per share, compared to $0.21 per share in Q2 2025

Based on quarter-to-date trends, Aritzia expects net revenue in the range of $875 million to $900 million, representing growth of approximately 20% to 24%. The Company expects gross profit margin to be approximately flat and SG&A as a percentage of net revenue to also be approximately flat for the third quarter of Fiscal 2026 compared to the third quarter of Fiscal 2025.

More from Retail Insider:

• Aritzia reports Q1 Fiscal 2026 financial results
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