Slide 1: Q4 2026 Investor Presentation
Q4 2026 Investor Presentation
Slide 2: Forward-Looking Information
Certain statements made in this document may constitute forward-looking information under applicable securities laws. Statements containing forward-looking information are neither historical facts nor assurances of future performance, but instead, provide insights regarding management’s current expe
Slide 3: Forward-Looking Information (continued)
Forward-Looking Information (continued) • our expectations regarding new boutique openings, repositioning of existing boutiques, and the timing thereof, and growth of our boutique network and annual square footage, • our ability to mitigate business disruptions, including our sourcing and production
Slide 4: Non-IFRS Financial Measures and Retail Industry Metrics
Non-IFRS Financial Measures and Retail Industry Metrics This presentation makes reference to certain non-IFRS Accounting Standards measures (“non-IFRS financial measures”) and certain retail industry metrics. These measures are not recognized measures under IFRS Accounting Standards, do not have a s
Slide 5: Aritzia is a design house with an innovative global platform
Aritzia is a design house with an innovative global platform, offering covetable styles online, on its app and in its boutiques. We believe in high-quality, beautifully designed product. We believe in aspirational environments and experiences. We believe in personalized and engaging client service.
Slide 6: Strategically positioned in the global fashion landscape
Luxury Sub-Luxury We are strategically Everyday Luxury® positioned in the global Mid-Market fashion landscape. Fast Fashion Discount 6 – Aritzia Q4 2026 Investor Presentation
Slide 7: Overview
Overview Founded in 1984, Aritzia is a design house with an innovative global platform. Everyday Luxury® offered online and in its boutiques through: • Beautiful product • Aspirational environments • Engaging service • Captivating communications We are a multi-channel retailer focused on growing our
Slide 8: Beautiful Product
Beautiful Product We conceive, create, develop and retail fashion brands, each with its own vision, distinct aesthetic point of view and a depth of design and quality that provides compelling value. As a group, they are united by an effortless appeal and an of-the- moment point of view. All of our p
Slide 9: Aspirational Environments
Aspirational Each Aritzia destination – physical or digital – is carefully considered. We pride ourselves on creating immersive, human and highly personal shopping experiences. Environments 9 – Aritzia Q4 2026 Investor Presentation
Slide 10: Captivating Communications & Engaging Service
Captivating Communications & Engaging Service Captivating communications seamlessly span across our digital, retail and social media platforms as our outstanding boutique and concierge teams deliver world-class experiences to delight our clients, resulting in loyal, enduring relationships. 10 – Arit
Slide 11: Multi-Channel Retailer with an Expanding Geographic Footprint
Multi-Channel Retailer with an Expanding Geographic Footprint Capitalizing on the availability of premier real estate, we are growing our boutique network across North America with a focus on the United States. 68 3 Edmonton Whi stl er 2 1 Kelowna 1 Saskat oon 144 7 Calgary Vi ctoria 13 Vancouver 1
Slide 12: Multi-Channel Retailer with Track Record of Strong Digital Growth
Multi-Channel Retailer with Track Record of Strong Digital Growth We take an omni-channel approach to our business. Everyday Luxury® boutique experience seamlessly mirrored online at aritzia.com and on the Aritzia App. Digital Net Revenue ($ millions) 23% CAGR $1,295 $951 $770 $785 $564 FY2022 FY202
Slide 13: Scottsdale Fashion Square
Scottsdale Fashion Square Opened Dec 6, 2025 13 – Aritzia Q4 2026 Investor Presentation
Slide 14: Proven Results
Net Revenue ($ millions) Net Income ($ millions) Proven Results1 25% 25% CAGR $3,702 CAGR $382 $2,738 Digital $2,196 $2,332 Comparable Sales 1,2 Growth (Decline) $188 $208 $1,495 $157 Q1 Q2 Q3 Q4 Annual Retail FY2016 25.8% 20.8% 15.4% 9.2% 16.7% $79 FY2017 12.8% 16.4% 15.1% 12.3% 14.1% FY2018 9.3% 5
Slide 15: Future Growth
Future Growth Our strategic growth drivers have propelled our business in the past, and we expect to build upon them to fuel our growth in the future. 1 2 3 Geographic Digital Growth* Increased Expansion Brand Awareness We continue to make strategic investments across our people, technology, supply
Slide 16: Geographic Expansion
Geographic Expansion As a key component of our growth strategy, our boutiques: Expected New • Drive sales and meaningful profits Boutique Payback • Build brand awareness 12–18 • Propel significant client acquisition Months • Fuel our Digital business We take a measured approach to boutique expansion
Slide 17: Compelling Store Economics
Compelling Store Economics1 New Stores In local currency Sales per Sq. Ft. $1,000 Estimated Total Sq. Ft. 10,000 Revenue Contribution Revenue $10 million Estimated $4 million Net Investment Expected Payback Period 12–18 Months 1 Store economics for new stores are based on historical averages of rece
Slide 18: Digital Drivers
Digital Drivers We are further investing in our multi-channel relationships to service and delight our clients — whenever, wherever. Enhanced Digital Experience Reduce friction and drive conversion. • Digital Selling Tools • Fit Analytics • Site Optimization • Convenient Payment Solutions • Personal
Slide 19: eCommerce 2.0
eCommerce 2.0 Everyday Luxury® We aspire to connect our clients online to beautiful product, tailored experiences and endless inspiration to be a leading digital business. Tailored Product Tailored Product Discovery Discovery We plan to enable clients to discover all we have to offer while personali
Slide 20: Increased Brand Awareness
Increased Brand Awareness We are helping drive brand awareness by expanding our boutique network, social media presence, influencer strategy, VIP program and digital marketing strategies. We expect that our strategic investment in digital marketing will help amplify our product franchises, grow bran
Slide 21: Financial Highlights
Financial Highlights Unaudited, in millions of Canadian dollars, unless otherwise noted Q4 2026 Q4 2025 Δ LY Net Revenue $1,186.5 $895.1 +32.6% Gross Profit $514.0 $380.1 +35.2% Gross Profit Margin1 43.3% 42.5% +90 bps SG&A Expenses $312.5 $246.0 +27.0% As a Percentage of Net Revenue 26.3% 27.5% (11
Slide 22: Financial Highlights
Financial Highlights In millions of Canadian dollars, unless otherwise noted FY 2026 FY 2025 Δ LY Net Revenue $3,702.1 $2,738.1 +35.2% Gross Profit $1,661.3 $1,180.6 +40.7% Gross Profit Margin1 44.9% 43.1% 180 bps SG&A Expenses $1,075.6 $837.5 +28.4% As a Percentage of Net Revenue 29.1% 30.6% (150)
Slide 23: Financial Strength
Financial Strength Strong momentum and performance have enabled us to capitalize on meaningful opportunities to drive our growth and optimize our balance sheet. As of Q4 Fiscal 2026 ended March 1, 2026 $314.0M Available under the revolving credit facility ($300M) and revolving line of credits (US$10
Slide 24: Fiscal 2027 Outlook
Fiscal 2027 Outlook As of May 7, 2026 Q1 2027 vs Q1 2026 $900 million to $925 million Net revenue + approximately 36% to 39% Increase approximately 225 bps to 275 bps Gross profit margin1 from 47.2% in the first quarter of Fiscal 2026 Decrease approximately 50 bps to 100 bps SG&A as a percentage of
Slide 25: Long-term Profitability
Long-term Profitability We expect strong revenue growth to drive operating leverage and profitability over the long-term. Revenue Expense Profitability Cash Flow Growth Management Enhancement Generation Driven by our digital and U.S. Continued investment in Sourcing and operational Strong profitabil
Slide 26: Long-Term Growth Plan: FY2023-FY2027
Long-Term Growth Plan: FY2023-FY2027 U.S. and digital net revenue projected to more than double. Geography United States — projected to more than double. Canada — continued modest growth. Channel Digital — projected to more than double. Retail — projected to grow at 50%+. Client $3.5B–$3.8B Total cl
Slide 27: Long-Term Growth Plan: FY2023-FY2027 Progress
Long-Term Growth Plan: FY2023-FY2027 FY2023-FY2027 Goal Progress Target FY2023 FY2026 Progress United States More than double $1.1 billion $2.3 billion Continued modest Canada growth $1.1 billion $1.4 billion NET REVENUE Digital More than double $770 million $1.3 billion On-Track Our Investments
Slide 28: Our Drivers Our Investments
We expect adjusted EBITDA as a percentage of net revenue1,2 to be in the high teens in FY2027. Our Drivers Our Investments • Geographic Mix Shift • People • Channel Mix Shift • Technology • Strong Brand with Pricing Power • Supply Chain • Scaling Opportunities • Marketing 1 Adjusted EBITDA as a perc
Slide 29: Capital Allocation Priorities
Capital Allocation Priorities Funding Investing in Returning Cash to Operations Growth Shareholders (NCIB) Other Distribution Centres Approximately $900 million cumulative capital cash expenditures (net of proceeds from lease incentives)1 FY2024 to FY2027 Retail Square Footage Growth We anticipate a
Slide 30: Impact & Sustainability
Impact & Sustainability We are committed to driving responsible practices across our Governance operations and wider value chain to • Aritzia’s Chief Impact Officer and CEO together have full management oversight and accountability for Aritzia’s Impact strategy, amplify the positive impacts on our o
Slide 31: People
People FY2025 Accomplishments1 We’re committed to the success of the People Our People who make us who we are through our • 90% of our People participated in our Aritzia Employee Engagement Survey, exceeding our target of commitment to opportunity, wellbeing and 85%. The engagement score increased t
Slide 32: Planet
Planet FY2025 Accomplishments1 We’re committed to the protection and restoration of our Planet through our promise to Climate and environment reduce our impact on climate, water and • We received validation of our science-based emissions reduction targets by the Science Based Target biodiversity. in
Slide 33: Thank You
Thank You