ANF vs ATZ Let’s look at ANF and ATZ as it’s really interesting.
ANF vs Aritzia share price in past 5 years shows ANF was up 850% and ATZ up 188%.
Yet ATZ grew sales from $743.3 to $2.4 billion with growth of 223% which is 27% CAGR. Abercrombie & Fitch grew sales from 2019 at $3.62 billion to only $4.28 billion, so about 3.4% CAGR
CAGR SUMMARY
The Sales Growth Comparison is Aritzia at 223% (27% CAGR) and Abercrombie & Fitch at 18% (3.4% CAGR)
Forward PE on ATZ is 28, but with its current growth, it should be much higher.
Aritzia has 3 stores in Miami, and 20 stores in Toronto. USA store growth is just starting. store payback is about 6-8 months as store sales stimulate ecom sales in that region.