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Tariffs on clothing made overseas won’t necessarily lead to higher prices, analyst says
Stephen McLeod, also an analyst specializing in retail for BMO, noted in early March that Aritzia currently sources about 35 per cent of its products from China, with the goal of bringing this down to 25 per cent in the fiscal year 2026. Aritzia fulfills 65 per cent of U.S. e-commerce orders from Canada, but the company could switch to 100 per cent U.S.-fulfillment in 2028 to 2029 with a new distribution centre in the U.S., he said.
