Aritzia (ATZAF): FY27 Q2 earnings call, Oct 8, 2026

Thu, Oct 8Earnings callSpeaker-labelled transcriptAritzia

On its Oct 8, 2026 earnings call (FY27 Q2), Aritzia said 9 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 9 settled yes · our count agreed on 14 of 14

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes99✓92%transcripts from the transcript model–
Conversion Yes33✓78%transcripts from the transcript model–
AI Yes22✓78%transcripts from the transcript model–
Runway Yes22✓78%transcripts from the transcript model–
Payback Yes22✓63%transcripts from the transcript model–
Franchise Yes11✓72%transcripts from the transcript model–
Flagship Yes11✓63%transcripts from the transcript model–
New Orleans Yes11✓63%transcripts from the transcript model–
Super Puff Yes11✓22%transcripts from the transcript model–
Top of Mind No00✓72%transcripts from the transcript model–
Influencer No00✓63%transcripts from the transcript model–
Personalization No00✓63%transcripts from the transcript model–
Cashmere No00✓22%transcripts from the transcript model–
China No00✓22%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Payback”; 2 quoted, at least 25 words apart.

Jennifer Wongcompanyprepared

…months, yielding square footage growth in the mid-teens. New store productivity and paybacks remain exceptional. In Q2, we expanded into three new markets, Birmingham, New…

Todd Ingledewcompanyprepared

…exceptionally well. New boutiques opened in fiscal 2026 are generating higher sales per square foot than prior cohorts and are tracking toward faster payback periods.

Where the listed words were said

Jennifer Wongcompany“Tariff” · prepared

…year. These results, which exclude the benefit of CAD 97 million in tariff refunds, demonstrate the tremendous earnings power of our business model as we…

Jennifer Wongcompany“Conversion” · prepared

…sustained monthly downloads and deep client engagement. It continued to drive higher conversion, higher average monthly sessions, and repeat purchase behavior. In addition, the improvements…

Jennifer Wongcompany“AI” · prepared

…channel expansion and digital marketing optimization. Near-term priorities include, continuing to embed AI into how we work and support clients, ongoing website enhancements, releasing new…

Jennifer Wongcompany“Runway” · prepared

…in the U.S. We remain exceptionally well-positioned to capitalize on our long runway for growth in the U.S. and beyond. This opportunity is underpinned by…

Jennifer Wongcompany“Franchise” · prepared

…combined strong performance of our new styles as well as the iconic franchises for which we're well-known and loved. We drove continued client engagement from…

Jennifer Wongcompany“Flagship” · qa

…as our comps continue to grow. Obviously we have stores, like our flagships are much larger than that at 30,000 sq ft plus. But right…

Jennifer Wongcompany“Super Puff” · prepared

…our brand. This quarter, we're introducing new and exciting styles and colors across cooler weather categories such as tailored outerwear, sweaters, and The Super Puff.

Agents: this page as TSV at /api/v1/appearances/aritzia:2026-10-08:earnings_call · words: /api/v1/brief?appearance=aritzia:2026-10-08:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP