$ATZ.TO $ATZ Aritzia is expanding to Scottsdale, Arizona with a new location opening this Fall. kierlandcommons.com/Events/Details…

$ATZ.TO Looks like Aritzia has found something with e-commerce; 42.2% growth in Q4. US sales up 48.5% or 56.2% if you exclude 53rd week of Fiscal 2024. Looks like momentum has followed through to Q1; guiding for 24-28% growth. All ears on the call for comments on tariffs.

$ATZ.TO Some notes from ER call. New US stores planned this year in Pittsburgh, Raleigh, Salt Lake City and Scottsdale. Mobile app will launch by end of fiscal year. 'Aritzia' was the fastest growing google search term in womens clothing in the USA.

$ATZ.TO unreal results...

$ATZ.TO Aritzia is opening not one but two locations in Scottsdale this year. Brian likely struck an advantageous deal as it is the same owner (Macerich) for Kierland Commons and Fashion Square. tiktok.com/@taytayyy.mae/…

$RIVN $TSLA RJ on call "R1S is the #1 selling electric SUV over 70K across the entire USA". Shows R1S is more popular than Model X. If they can have similar penetration in the Model Y market that bodes very well. Political tailwinds from Musk brand damage don't hurt either.

$RIVN Rivian was actually gross margin positive even without the 157 Million in regulatory credits.

Market probably just realized that 2 days later $RIVN

$GAP Tariff drama has obviously distorted the return but I don't see anyone talking about how Gap is up 37% in 1 month. Huge brand turnaround by the new CEO.

CIBC $ATZ.TO $79 target "Notably, we also highlight the acquisition of a $13.1MM intangible asset in Q4. We reviewed trademark databases and believe ATZ has bought the brand Fred Segal."

$ELF Acquiring Hailey Bieber's Rhode for 1B or 3.8X LTM Revenue. Need to read the tea leaves but this looks like a home run for ELF given the brand strength and cultural relevance. Huge step for Elf as they look to compete with legacy brands like $EL

How Rivians became the ‘it’ car in the Hamptons: ‘Everyone is dumping their Cybertruck’ trib.al/opNejI3

$ATZ.TO $ATZ UBS with a huge price target hike on Aritzia to $95. Sighting US expansion and "penetration levels well below its closest peers". Earnings coming early July.

$ATZ $ATZ.TO Fresh all time high on Aritzia ahead of next weeks earnings. It's worth noting that while the company typically provides conservative guidance, they are projecting an acceleration in revenue growth to 24–28% for Q1.

$ATZ.TO $LULU Tail of two Canadian retailers. Lululemon has long spread itself too thin jeopardizing its brand premium. Aritzia much more insulated targeting only women, not as exposed to competition from athleisure brands.