Canadian fashion retailer Aritzia announced on Thursday a 31.9% increase in net revenue for the second quarter ended August 31, on the back of surging demand in the United States and continued e-commerce growth.

The Vancouver-based company said net revenues reached $812.1 million, with comparable sales growth of 21.6%, led by robust demand in the United States, where net revenue climbed 40.7% to $486.1 million, now representing nearly 60% of total revenue.

Retail revenue rose 34.3% to $571.7 million, supported by new store openings and strong performance in existing boutiques. Over the past year, Aritzia opened 13 new locations and repositioned four, bringing its total boutique count to 134. E-commerce revenue also continued to expand, up 26.5% to $240.3 million, accounting for nearly 30% of total sales.

Net income surged 263% to $66.3 million, or $0.56 per diluted share, compared to $18.2 million  or $0.16 per share in the same period last year. Adjusted net income climbed 184.6% to $69.8 million or $0.59 per share.

“Our performance was fueled by robust demand for our high-quality beautiful products, including an outstanding response to our Fall launch, as well as our strong inventory position, strategic marketing investments and new boutique openings,” said Jennifer Wong, chief executive officer. 

Looking ahead, Aritzia expects Q3 Fiscal 2026 net revenue between $875 million and $900 million, representing growth of 20% to 24%.

For the full fiscal 2026 year, the company forecasts net revenue between $3.30 billion and $3.35 billion, reflecting growth of approximately 21% to 22%, and an adjusted EBITDA margin between 15.5% and 16.5%.