Industry Sales:

• Fashion and Clothing: 100% (2025)

TOP 3 Markets:

• Canada: 45%
• USA: 50%
• International (other markets): 5%

Aritzia Inc. is a leading company in the fashion and clothing industry, generating all its sales from this sector. The largest market for Aritzia is the USA, followed by Canada. These two markets together account for 95% of total sales, with the US market gaining importance in recent years. The international market share is relatively small compared to the North American markets, reflecting the company's historical focus on the North American region.

Production Locations: Canada, USA, China, Vietnam

Aritzia Inc. produces its products in several countries to ensure both cost efficiency and quality. The majority of production takes place in Asia, particularly in China and Vietnam, where many fashion companies manufacture due to the established textile industry and lower production costs.

In addition, Aritzia also has production capacities in North America, especially in Canada and the USA, to be able to react more flexibly to market changes and bring certain products to market faster. This allows the company to control quality and diversify supply chains.

Revenue Growth: Estimated 10-12% annually (2025)
Expansion of Retail Space: 15-20 new stores annually (2025)

Aritzia Inc. is pursuing a growth strategy that heavily focuses on geographical expansion and increasing retail presence. The company plans to open 15 to 20 new stores annually, with a focus on the US market to strengthen its market presence.

In addition, Aritzia is investing in improving its e-commerce platform to boost online sales. This strategy aims to enhance the omnichannel experience for customers and expand reach beyond physical stores.

Another component of the growth strategy is expanding the product offering, especially in the Activewear and Accessories categories, to tap into new customer segments and retain existing customers.

Main raw materials: Cotton, wool, polyester, leather

Main importing countries: China, Vietnam, Bangladesh, India

Aritzia Inc. sources most of its raw materials from countries with established textile industries. Cotton and wool are often imported from India and Bangladesh, where there is a strong tradition in textile production. Synthetic materials like polyester often come from China and Vietnam, known for their efficient and cost-effective manufacturing. Leather is also sourced from these countries, with China playing a leading role.

This import strategy allows Aritzia to benefit from the cost advantages and high production capacity of these countries, while ensuring quality through close partnerships with suppliers.

Market share in Canada: 12% (2024, estimate) Revenue growth: 10% (2024) Gross margin: 42% (2024)

Aritzia Inc. has established itself as a leading player in the Canadian fashion market in recent years. With an estimated market share of 12% in 2024, the company demonstrates a strong presence, especially in the premium segment. The revenue growth of 10% in 2024 illustrates Aritzia's ability to expand despite a competitive environment.

The gross margin of 42% in 2024 highlights efficiency in production and distribution, giving Aritzia a significant competitive advantage. This margin enables the company to invest in quality and design, strengthening brand loyalty.

Aritzia also benefits from a strong brand identity and a loyal customer base, supported by innovative marketing strategies and appealing store presentations. The competitive advantage is further enhanced by strategic expansion into the US market and the use of e-commerce platforms.

Institutional Investor Share: approximately 70% (estimated for 2025 based on previous trends)

Insider Buys/Sells: No specific data available for 2025, but a slight increase in insider sells was observed in 2024.

The institutional investor share in Aritzia Inc. has traditionally been at a high percentage, indicating the trust of large investment funds and institutional investors in the company's long-term growth strategy.

In 2024, there were reports of a slight increase in insider sells, which is not unusual and is often related to the personal financial planning of executives. It is important to consider these sells in the context of overall performance and market conditions.

Market share of Aritzia Inc.: 3.5% (2025, estimated)

Top competitors and their market shares:

1. Inditex (Zara): 12.0%
2. H&M: 10.5%
3. Fast Retailing (Uniqlo): 9.0%
4. Gap Inc.: 5.5%
5. L Brands (Victoria's Secret): 4.0%
6. Aritzia Inc.: 3.5%
7. American Eagle Outfitters: 3.0%
8. Urban Outfitters: 2.5%
9. Abercrombie & Fitch: 2.0%
10. Boohoo Group: 1.5%

Moat of Aritzia Inc.:

Aritzia Inc. has a moderate moat, mainly characterized by its strong brand identity and exclusive product line. The company has made a name for itself through high-quality, trendy fashion and an appealing shopping experience.

Compared to larger competitors like Inditex and H&M, which have a broader global distribution network and a wider range of products, Aritzia's moat is less pronounced. These competitors benefit from economies of scale and a strong international presence, giving them a significant competitive advantage.

However, Aritzia has the advantage of focusing on a specific market segment and building a loyal customer base. This allows the company to compete in a fiercely competitive market, even though larger competitors have stronger moats.

Revenue Growth: 17% (2024) Profit Growth: 14% (2024) Market Share in Canada: 25% (2024)

Aritzia Inc. recorded a revenue growth of 17% in 2024, attributed to strong demand for its products and successful expansion into the US market. The company also increased its profit margins by 14%, indicating efficient cost controls and an optimized supply chain.

The market share in Canada is 25%, making Aritzia one of the leading fashion retailers in the country. The company continues to invest in its online presence and expand into international markets, signaling future growth potential.

Overall, Aritzia demonstrates strong financial performance and strategic expansion, making it a potentially attractive investment, especially for investors focusing on long-term growth.

Dividend: None (2025)

Aritzia Inc. currently does not pay a dividend. The company has not made regular dividend payments in the past and seems to reinvest its profits more into business growth and expansion.

The reliability of payout is therefore not guaranteed, as no regular dividend payments are made. Investors should focus more on the potential for stock price appreciation and the company's growth at Aritzia.