What podcasts say about Kyle Grieve

Every statement, with the speaker, the exact quote and the moment it was said.

What Kyle Grieve has said on podcasts

24 statements · 20 positive · 4 negative

on Aritzia share priceNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s share price is approximately 31% below its recent level.
“So the price is currently down about 31%”
Listen at 2:27
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on AritziaPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia delivered strong revenue, EPS, and operating-cash-flow growth since 2020.
“So since I started buying it in 2020, they've had revenue growth of 22%. They've had an EPS growth of 25%, and cash from operations has grown at about 20%.”
Listen at 5:37
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia valuationPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia merits a premium valuation despite trading at 33 times earnings.
“while the multiple is expensive at 33 times earnings, it's a business that I think really deserves somewhat of a premium valuation.”
Listen at 5:46
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia vertical integrationPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Vertical integration can immediately improve Aritzia’s apparel margins.
“With vertical integration, you manufacture the apparel yourself, resulting in an immediate improvement in those margins.”
Listen at 13:06
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia gross marginsPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia has maintained rising gross margins despite tariff pressures.
“the fact that gross margins have continued to steadily rise upwards while they've had to face these tariff pressures, I think really speaks to Aritzia's ability in price control and input cost control.”
Listen at 16:50
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia production sourcingPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia shifted production toward lower-tariff locations such as Vietnam.
“Aritzio ended up moving their production facilities very quickly to locations with just lower tariffs like Vietnam.”
Listen at 18:24
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia brandPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s brand strength is its primary competitive advantage.
“the simplest answer that I can come up with is just brand. So the Aritzia brand is very, very strong.”
Listen at 21:11
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia store economicsPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia generates approximately $1,000 in sales per square foot.
“they're generating about $1,000 per square foot.”
Listen at 30:25
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia US expansionPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia has substantial opportunity to expand its brand in the United States.
“The opportunity is very large to help spread the brand more and more into the US.”
Listen at 31:34
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia return on invested capitalPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s latest-quarter return on invested capital was slightly below 28%.
“They have a return on invested capital a touch below 28%.”
Listen at 37:37
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia capital allocationPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia should reinvest most profits rather than pay dividends.
“reinvesting most of the business profits just makes a ton of sense.”
Listen at 41:24
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia operating cash flowPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia generated approximately $800 million in operating cash flow over the last year.
“Aritzia generates a lot of cash. They just generated $800 million in cash from operations over the last year.”
Listen at 48:59
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia debtPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia has carried no debt since refinancing in 2021.
“since then, they haven't carried any debt since.”
Listen at 54:27
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Jennifer WongPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Jennifer Wong has performed exceptionally well as Aritzia’s CEO.
“I think she's done a ridiculously good job so far as a CEO.”
Listen at 58:18
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia management ownershipNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Jennifer Wong and much of Aritzia’s board have limited direct share ownership.
“Jennifer Wong only owns a fraction of 1% of the shares, and much of the board has no shares at all other than options.”
Listen at 1:00:02
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia competitive advantagesNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia lacks switching costs, network effects, cost advantages, and proprietary IP.
“Aritzia, they don't have switching costs, they don't have network effects, no cost advantages, and no IP”
Listen at 1:03:56
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia comparable salesNegativeOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia faces difficult comparisons after exceptionally strong comparable-sales growth.
“the following year becomes very, very difficult because you have to try to maintain or even beat those numbers.”
Listen at 1:06:45
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia store expansionPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s stable revenue per square foot suggests its store expansion is manageable.
“The fact that they're maintaining their revenue per square footage seems to suggest that they are opening at very manageable levels.”
Listen at 1:09:56
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia US businessPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s US business appears more profitable than its Canadian business.
“If anything, the US is even more profitable than Canada.”
Listen at 1:13:22
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia US product marginsPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia earns higher product margins in the US than Canada.
“the margins in the US are going to be higher on products compared to Canada.”
Listen at 1:14:41
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia international expansionPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia should test retail expansion in major international cities.
“gaining a retail presence in cities like London, Tokyo, Shanghai, or Beijing all seem like a pretty smart idea just to test out the waters of international expansion.”
Listen at 1:18:14
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia revenue growthPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia can grow revenue at mid-to-high-teens rates over five years.
“I think they can continue increasing revenue in the mid to high teens over the next five years or so.”
Listen at 1:20:04
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia revenue growthPositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s revenue should remain in the mid-teens growth range for five years.
“I think with the expediting of new stores mixed with rapidly increasing US growth, a rapidly growing digital business, and increasing brand awareness, it's going to keep the revenue numbers somewhere in the mid-teens for the next five years or so.”
Listen at 1:21:24
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
on Aritzia intrinsic valuePositiveOct 15, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Aritzia’s estimated intrinsic value is about $148 per share, a 23% discount.
“I get an intrinsic value of about $148. And this means the current share price actually offers a discount of about 23%.”
Listen at 1:23:01
Open the episode · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.