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Earnings Call Summary | DOLLARAMA INC(DLMAF.US) Q1 2025 Earnings Conference

Earnings Call Summary | DOLLARAMA INC(DLMAF.US) Q1 2025 Earnings Conference

業績會總結 | 多樂美百貨(DLMAF.US) 2025年第一季度業績會議
moomoo AI ·  06/12 14:10  · 電話會議

The following is a summary of the Dollarama Inc. (DLMAF) Q1 2025 Earnings Call Transcript:

以下是多樂美公司(DLMAF)2025財年第一季度業績會議電話摘要:

Financial Performance:

金融業績:

  • Dollarama reported a strong topline growth with Q1 fiscal 2025 earnings per share up by 22.2%.

  • Sales increased by 8.6% over Q1 fiscal '24 totaling CAD 1.4 billion, with same-store sales growing by 5.6%.

  • Gross margin rates improved to 43.2% reflecting benefits from renewed shipping contracts and lower logistic costs.

  • The company continued its share repurchase program, buying 1.3 million common shares for cancellation for CAD 145.5 million.

  • 多樂美報告了強勁的收入增長,2025財年第一季度每股收益增長了22.2%。

  • 銷售額比2024財年第一季度增長了8.6%,達到14億加元,同店銷售額增長了5.6%。

  • 毛利率提高至43.2%,反映出由於物流費用降低和重新簽訂的運輸合同的好處。

  • 公司繼續進行股票回購計劃,以1.455億加元的價格購買了130萬股普通股以用於註銷。

Business Progress:

業務進展:

  • Dollarama opened 18 new stores, increasing the total to 1,569.

  • Announced plans to expand Dollarcity in Latin America and acquire an additional 10% in Dollarcity, raising ownership to 60%.

  • Confirmed entry into the Mexican market with an 80% equity interest planned for 2026.

  • 多樂美開了18家新店,總計達到1,569家。

  • 宣佈計劃擴大在拉丁美洲的 Dollarcity,並收購額外的10%,將持股比例提高到60%。

  • 確認計劃於2026年進入墨西哥市場,並擁有80%的股權。

Opportunities:

機會:

  • Expansion in Latin America and planned entry into the Mexican retail market with Dollarcity.

  • Strong local partnerships and strategic acquisitions poised to enhance growth in LATAM countries.

  • Plans for increasing the long-term store target in Dollarcity's current countries of operation from 850 by 2029 to 1,050 by 2031.

  • 在Latin America擴張並計劃進入墨西哥的零售市場 Dollarcity。

  • 強大的本地合作伙伴和戰略收購有望提升在LATAM國家的增長。

  • 計劃將 Dollarcity 在當前營業國家的長期目標店鋪數量從2029年的850家增加到2031年的1,050家。

Risks:

風險:

  • Dollarcity's gradual growth as it scales and integrates new markets.

  • Consumables and essentials showing strong demand with prudent spending by customers implying potential moderation in discretionary spending areas.

  • Dollarcity 在擴張和融合新的市場方面的逐步增長。

  • 消費品和必需品需求強勁,顧客的謹慎消費意味着有可能減緩在可選擇支出領域的增長。

More details: DOLLARAMA INC IR

更多詳情:多樂美公司IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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