Q: Hey gang!
I have a question about Aritzia Inc.
How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?
Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).
If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?
I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.
Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?
Regards,
David
I have a question about Aritzia Inc.
How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?
Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).
If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?
I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.
Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?
Regards,
David
5i Research Answer:
The stock is down $7, or nearly 10%, from its high in January, so there may be some embedded...