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在Aritzia第四季度业绩公布前,加拿大帝国商业银行(CIBC)将Aritzia的目标股价上调至155.00美元。

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-- 在Aritzia(ATZ.TO)于5月7日公布其第四财季业绩之前,加拿大帝国商业银行资本市场(CIBC Capital Markets)将其目标股价上调7.00美元至155.00美元。 分析师Mark Petrie维持对Aritzia的“跑赢大盘”评级。他指出,彭博另类投资(Bloomberg Alt)第三季度数据显示Aritzia继续保持稳健的增长势头,美国销售额增长52%,高于去年同期的40%。Petrie指出:“虽然第三财季的增速略低于56%,但考虑到第三财季整体增速较低,两年累计增速仍提升了近10个百分点。” 美国交易量也呈现健康增长态势,同比增长37%。CIBC预计美国销售额将同比增长37%,加拿大销售额将同比增长16%。 “我们预测,随着线上销售渗透率的持续提升,Aritzia App 的强劲势头以及新店开业带来的光环效应将推动线上销售额增长 36%。” Petrie 还预测,实体店销售额将增长 24%,总收入将增长 29%(市场普遍预期为 27%)。CIBC 的预测和市场普遍预期均高于此前 23%-26% 的增长预期。

Price: $139.50, Change: $-6.92, Percent Change: -4.73%

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