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MWG Focus Stock | Aritzia

Aritzia

Written by Portfolio Manager & Head of Research, Jamie Murray, CFA.

Aritzia – Refreshing Our U.S. Growth Thesis.

The three broad drivers of long-term growth in earnings per share (EPS) for any company are 1) revenue growth, 2) margin trajectory, and 3) capital management. This is not to dismiss qualitative factors like management strength, corporate governance or insider ownership but factors like these need to translate into EPS growth for a stock to outperform. We will examine Aritzia on these three vectors.

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Market Research

MWG Focus Stock | Aritzia

The three broad drivers of long-term growth in earnings per share (EPS) for any company are 1) revenue growth, 2) margin trajectory, and 3) capital management. This is not to dismiss qualitative factors like management strength, corporate governance or insider ownership but factors like these need to translate into EPS growth for a stock to […]

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