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CIBCは、第4四半期決算発表を前に、Aritziaの目標株価を155.00ドルに引き上げた。

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-- CIBCキャピタル・マーケッツは、5月7日に発表されるアリツィア(ATZ.TO)の第4四半期決算を前に、同社の株価目標を7.00ドル引き上げ、155.00ドルとした。 同社株の投資判断を「アウトパフォーム」に据え置いているアナリストのマーク・ペトリー氏は、ブルームバーグ・オルトの第3四半期データによると、アリツィアは引き続き堅調な成長傾向を示しており、米国売上高は前年同期比52%増(前年同期は40%増)となったと指摘している。「これは第3四半期の56%増から若干減速しているものの、第3四半期はそれよりも低い成長率だったため、2年間の累計成長率は約10ポイント向上している」とペトリー氏は述べている。 米国における取引件数も前年同期比37%増と好調な伸びを示しており、CIBCは米国売上高も37%増、カナダ売上高も前年同期比16%増と予測している。 「Aritziaアプリの勢いと新規店舗オープンに伴う波及効果に支えられ、オンライン販売の普及率が引き続き上昇していることから、オンライン販売は36%の成長を見込んでいます。」Petrie氏はまた、実店舗での売上高も24%の成長を見込んでおり、総売上高は29%の成長(市場コンセンサスは27%)になると予測しています。CIBCの予測値と市場コンセンサスはいずれも、23%~26%の成長というガイダンスを上回っています。

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

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