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Dollarama Inc. (DLMAF) Q2 2025 Earnings Call Transcript Summary

moomoo AI ·  Sep 11 13:23  · Conference Call

The following is a summary of the Dollarama Inc. (DLMAF) Q2 2025 Earnings Call Transcript:

Financial Performance:

  • Dollarama reported strong financial results for Q2 2025 with an EPS of $1.02 and sales increasing by 7.4% to nearly $1.6 billion.

  • Same-store sales grew by 4.7%, reflecting steady customer demand, particularly for consumable products.

  • Gross margin improved to 45.2%, driven by favorable contracted shipping rates and lower logistics costs.

  • Dollarcity's net earnings contribution nearly doubled compared to the same quarter last year, reaching $22.7 million.

  • EBITDA for Q2 increased by 14.7% to $524.3 million.

Business Progress:

  • Expansion in LATAM continues with Dollarcity opening 23 new stores, raising the total to 570. Plans to enter Mexico by 2026 are progressing as planned.

Opportunities:

  • Increased demand for consumable products highlights the opportunity for sustained growth in essential goods.

  • Expansion into Mexico and increased store count in LATAM suggests potential for significant market growth.

Risks:

  • Seasonal products showed softer demand, reflecting possible fluctuations in consumer spending patterns.

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.

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