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Bullboard - Stock Discussion Forum Aritzia Inc T.ATZ

Alternate Symbol(s):  ATZAF

Aritzia Inc. is a Canada-based vertically integrated design house. The Company is the creator and purveyor of Everyday Luxury, home to a portfolio of brands for every function and individual aesthetic. The Company provides personal shopping experiences at aritzia.com and in its 115+ boutiques throughout North America. The Company’s product categories include activewear, blazers and suiting... see more

TSX:ATZ - Post Discussion

Aritzia Inc > Analyst Recommendation
View:
Post by retiredcf on Jul 08, 2023 7:07am

Analyst Recommendation

BUY
Aritzia Inc.(ATZ-T)
07/07/2023
 
One of largest holdings in our global equity growth fund.
Disappointing year for share price performance.
Problems with supply side inventory management.
Inflation also taking a bite into corporate earnings.
Expecting further growth in second half of the year.
Large runway for expanded footprint in USA.
Loyal shoppers that continue to spend. 
 
Specialty Stores

Jaime Murray
$35.00
Owned
Comment by Niceneasydoesit on Jul 10, 2023 12:19pm
. Building out distribution centers and systems takes $$$$ and likely risks supply chain disruptions . I'd like evidence that this investment and the inventory buldge is (for the most part) behind them.
Comment by Niceneasydoesit on Jul 12, 2023 7:59am
Well, having read the report, they are not done with their infrastructure investments and the  inventory buldge. Disappointing.on the sidelines...for now
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