Slide 1: Aritzia October 2020 Investor Presentation
Slide 2: Forward-looking information
Forward-looking information Certain statements made in this presentation may constitute forward-looking information under applicable securities laws. These statements may relate to our future financial outlook, our ability to sustain positive sales growth trends, theimpact of health and safety measu
Slide 3: Aritzia is a vertically integrated, innovative design house of exclusive fashion brands
Aritzia is a vertically integrated, innovative design house of exclusive fashion brands. We believe in high-quality, beautifully designed product. We believe in aspirational environments and experiences. We believe in personalized and knowledgeable client service. And we believe that all of this sho
Slide 4: Investment Highlights
Investment Highlights — Rapidly growing, vertically integrated, innovative design house and in-store and online fashion boutique, strategically positioned in the global fashion landscape — Proven track record of strong growth delivered through: An accelerating eCommerce business New boutiques and ex
Slide 5: CEO quote on growth potential
“Looking ahead, we maintain our confidence in our tremendous growth potential as we continue expanding our exclusive product offering, enhancing our eCommerce capabilities and omni-channel experience, capitalizing on unprecedented real estate opportunities, and investing in world-class talent and in
Slide 6: Everyday Luxury positioning
6 Luxury Sub-Luxury Everyday Luxury Mid-Market Fast Fashion Discount
Slide 7: Our Portfolio of Exclusive Brands
Our Portfolio of Exclusive Brands We conceive, create and develop our own brands, treating each as an independent label with its own distinct aesthetic. As a group, they have a few things in common: premium fabrics, superior construction and an of-the-moment point of view pea] _BABATON Representing
Slide 8: Our Performance
Our Performance Aritzia has a strong record of performance and was on-track to meet or exceed our 5-year targets prior to COVID-I9 Firestone lnyeltea! Fiscal | Fiscal | Fiscal 4 Year SY Targets to | FYI6-FY2I 2017 018 2019 CAGR? Status Update Fiscal 2021 CAGR Approximately Net Revenue! $1.1 to $1.2
Slide 9: Our Business Model
Our Business Model We have built a powerful business model anchored by a simple mantra: We are in the fashion business |. Differentiated global sourcing strategy — Allows us to continually refine our supply chain elevating our product, increasing the value to our client and gross margin — Our produc
Slide 10: Our Business Model
10 Our Business Model 2. Innovative creative development — Our innovative design house offering a strategic mix of exclusive brands, combined with a refined and proven merchandise strategy, ensures we provide a balanced assortment of high quality, beautifully designed and constructed products that o
Slide 11: Our Business Model
11 Our Business Model aia © 3. Elevated omni-channel "ea shopping experience — We offer our products to our clients through a seamless omni-channel approach and delight our clients with an aspirational shopping experience in our premier real estate locations and on Aritzia.com — We focus on every de
Slide 12: Our Markets
Our Markets 12 @ Edmonton Whistler @ Saskat Victoria @® Vancouver Ocssay e “ Orseaitle QwWinnipes @ Portiand Minneapolis @ Chicago San Francisco ° Q san Jose Q derver Qos Angeles Qs,an Diego @ alias Austin @ Houston ‘As of September 8, 2020, all boutiques have been reopened 2At the date of this pres
Slide 13: Proven Track Record
Proven Track Record 13 We attribute our proven track record of consistent growth to our distinct market position, operational excellence and relentless focus on long term objectives Net Revenue Growth ($ millions) Net revenue growth every year for over 20 years 16.7% CAGR $743 $667 $542 = $427 $322
Slide 14: Our Future Growth
14 Our Future Growth |. Grow eCommerce and omni-channel capabilities 2. Expand and enhance boutique network 3. Drive product innovation and expansion 4. Build our brand awareness 5. Enhance long-term profitability ARITZIA
Slide 15: Grow eCommerce and Omni-Channel Capabilities
Our Future Growth |. Grow eCommerce and Omni-Channel Capabilities eCommerce penetration in fiscal 2020 was 23%; spurred by accelerated shift to eCommerce, 2Q2I saw 82% growth y/y We continue to focus on driving our eCommerce business through: — Driving our omni-channel growth and capabilities — Deli
Slide 16: Expand and Enhance Boutique Network
Our Future Growth 2. Expand and Enhance Boutique Network 16 Meaningful opportunity to expand our boutique network in the U.S. and Canada Planned openings in Fiscal 2021': — 5-6 new boutiques — 3repositioned boutiques — 2exclusive pop-up boutiques A key component of our growth strategy, our boutique
Slide 17: Drive Product Innovation and Expansion
Our Future Growth 3. Drive Product Innovation and Expansion 17 BABATON BABATON 1I=O1 The Gioup BABATON wilfred wilfred free le fou wilfred Tna The Constant. Community DENIM FORUM little SUNDAY moon BEST With the accelerated shift to digital and our eCommerce channel reaching critical mass, our produ
Slide 18: Build Our Brand Awareness
18 Our Future Growth 4. Build Our Brand Awareness Driving brand awareness through expanding boutique network, social media, influencer strategy, VIP program, and digital marketing With the current online environment offering compelling opportunities, we recently launched a paid media pilot to evalua
Slide 19: Enhance Long-Term Profitability
Our Future Growth 5. Enhance Long-Term Profitability 19 Operating leverage and continuous improvement drives long-term profitability As we grow, we expect to scale our investments and leverage our fixed costs — Drive revenue growth through retail expansion and eCommerce growth — Enhance gross profit
Slide 20: Financial Overview
Slide 21: Strong Financial Track Record
Strong Financial Track Record 21 Net Revenue ($ millions) 16.0% CAGR $874 $743 FY2016 FY2017 FY2018 FY2019 Adjusted EBITDA23($ millions) FY2020 19.4% CAGR SIG! $133 FY2016 FY2017 FY2018, FY2019 FY2020 Margin 15.7% 17.6% 17.9% 18.4% 17.6% Net Income Comparable Sales (%)"4 FY2018 9.3% 5.4% 6.3% 6.0% 6
Slide 22: Second Quarter 2021 Financial Highlights
22 Second Quarter 202! Financial Highlights The ongoing recovery of our business in the second quarter results reflects in-boutique demand exceeding expectations while the strength of our eCommerce business continued, delivering 82% growth compared to last year For the second quarter ended August 30
Slide 23: Strong Capital Structure to Support Growth
23 Strong Capital Structure to Support Growth Our capital structure and solid cash position provides us with significant financial flexibility to pursue our future growth strategies As at the end of second quarter fiscal 2021 $207M $100M $75M Cash and equivalents Drawn on revolving Long-term debt (s
Slide 24: Outlook
24 Outlook As of October 14, 2020 — Positive client response to our new fall/winter product launch has manifested into sustained momentum in our eCommerce business and continued improvement in boutique productivity in the first six weeks of the third quarter — Although we are cautiously optimistic f
Slide 25: Sustainability
Slide 26: Sustainability
Sustainability * As an industry leader we know we can make a difference We will always seek to do the right thing for our people and the planet And we will share the facts as transparently as possible as we continue this journey ARITZIA
Slide 27: Sustainability: Our Product
Sustainability Our Product Aritzia is committed to improving the sustainability of our products from raw material choices, manufacturing and working conditions in our supply chain — Signed and implemented Supplier Code of Conduct across our finished goods supply chain — Partners of the ILO and IFC B
Slide 28: Sustainability: Our Operations
Sustainability Our Operations Aritzia is committed to driving resource efficiency and minimizing waste throughout our distribution centres, store network and offices — Achieved operational carbon-neutral status within our offices, boutiques and managed DC’s, covering our Scope | and 2 emissions — Pu
Slide 29: Sustainability: Our Community
Sustainability Our Community Aritzia is committed to supporting organizations that help women and girls succeed at work and in life in the communities where we operate Our community support — Contributed $32 million in product donations, financial support & volunteer hours — Positively supported mor
Slide 30: Our Commitment to Diversity & Inclusion
Sustainability Our Commitment to Diversity & Inclusion Aritzia is committed to cultivating and 4 celebrating diversity and inclusivity at all levels of our organization, to reflect the local communities in which we work A $I million commitment to strengthening D&l at Aritzia, including: — Creating a
Slide 31: Investor Relations
Investor Relations Helen Kelly Vice President, Investor Relations hkelly@aritzia.com +1604 215 6557 aritzia.com ARITZIA