TIVP103: ARITZIA (ATZ.TO): THE WOMEN’S APPAREL BRAND CONQUERING THE US, PLUS NIKE, LULU, AND MORE
W/ KYLE GRIEVE & SHAWN O’MALLEY
TIVP103: ARITZIA (ATZ.TO): THE WOMEN’S APPAREL BRAND CONQUERING THE US, PLUS NIKE, LULU, AND MORE W/ KYLE GRIEVE & SHAWN O’MALLEY
18 October 2026
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail’s most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based economics, a spotless balance sheet, and a huge untapped opportunity across America. With the stock falling even as the business posts some of its best growth ever, they debate whether this is a rare chance to own a durable compounder or a hot brand nearing its peak.
SUBSCRIBE
IN THIS EPISODE, YOU’LL LEARN:
- Why Aritzia’s stores outsell most of their mall neighbours
- The one competitive advantage behind Aritzia’s decades of growth
- How Aritzia turned a tariff headache into rising margins
- Why management turned down cheap money when everyone else borrowed
- What Lululemon’s struggles reveal about investing in retail brands
- Why some fashion brands fade while others keep compounding
- The biggest risk that could end Aritzia’s run
- And so much more!
For the full show notes, go to this page.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
BOOKS AND RESOURCES
- If you are interested in a Community for investors to learn, share ideas, network, and join calls with experts: Apply for The Intrinsic Value Mastermind.
- If you are interested in more personal meet-ups, meeting superinvestors, and discussing investing and things that go beyond: Apply for The Mastermind: Inner Circle.
- Track The Intrinsic Value Portfolio.
- Check out our previous Intrinsic Value breakdowns: Lululemon, Nike, Hermes, LVMH.
- Portfolio Review Submit Tool.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
Some of the links on this page are affiliate links or relate to partners who support our show. If you choose to sign up or make a purchase through them, we may receive compensation at no additional cost to you.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out The Investor’s Podcast Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
CONNECT WITH SHAWN
CONNECT WITH KYLE
PROMOTIONS
Check out our latest offer for all The Investor’s Podcast Network listeners!
WSB + BFF + RWH Promotions
