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在Aritzia第四季業績公佈前,加拿大帝國商業銀行(CIBC)將Aritzia的目標價上調至155.00美元。

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-- 在Aritzia(ATZ.TO)於5月7日公佈其第四財季業績之前,加拿大帝國商業銀行資本市場(CIBC Capital Markets)將其目標股價上調7.00美元至155.00美元。 分析師Mark Petrie維持對Aritzia的「跑贏大盤」評級。他指出,彭博另類投資(Bloomberg Alt)第三季數據顯示Aritzia持續保持穩健的成長動能,美國銷售額成長52%,高於去年同期的40%。 Petrie指出:“雖然第三財季的增速略低於56%,但考慮到第三財季整體增速較低,兩年累計增速仍提升了近10個百分點。” 美國交易量也呈現健康成長態勢,較去年同期成長37%。 CIBC預計美國銷售額將年增37%,加拿大銷售額將年增16%。 「我們預測,隨著線上銷售滲透率的持續提升,Aritzia App 的強勁勢頭以及新店開業帶來的光環效應將推動線上銷售額增長 36%。」Petrie 還預測,實體店銷售額將增長 24%,總收入將增長 29%(市場普遍預期為 27%)。 CIBC 的預測和市場普遍預期均高於先前 23%-26% 的成長預期。

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

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