Dollarama Q4 Earnings Call Highlights

Dollarama (TSE:DOL) said it met oregon exceeded its fiscal guidance targets for fiscal 2026, arsenic the discount retailer delivered same-store income maturation successful Canada and expanded its planetary footprint done Dollarcity’s introduction into Mexico and the acquisition of an Australian discount chain.

President and CEO Neil Rossy said fiscal 2026 Canadian same-store income accrued 4.2% and net per stock roseate astir 14% twelvemonth implicit year. Chief Financial Officer Patrick Bui reported consolidated fourth-quarter income roseate 11.7% to CAD 2.1 billion, noting the 4th included 1 little week than the anterior year. Full-year income accrued 13.1% to CAD 7.3 billion, driven by contributions from Australia, a larger store base, and same-store income maturation successful Canada.

→ Planet Labs: The Satellite Stock That Keeps Shooting to the Moon

Diluted EPS accrued 2.1% successful the 4th fourth to CAD 1.43, which included a CAD 0.03 affirmative interaction from Australia, Bui said. For the afloat year, EPS roseate 13.7% to CAD 4.73.

Management emphasized that upwind weighed connected fourth-quarter show successful Canada. Rossy said unfavorable conditions crossed the state wounded postulation and highest income periods done the extremity of January, but the institution inactive delivered 1.5% same-store income maturation successful the quarter.

→ Active ETFs Surge Past Passive, and These Are successful the Lead

Bui said fourth-quarter same-store income maturation of 1.5% was driven chiefly by request for seasonal products, but was offset by 2 cardinal factors: a calendar displacement and weather. Dollarama’s fiscal 2026 was a 52-week twelvemonth pursuing a 53-week twelvemonth successful fiscal 2025, which resulted successful 1 little “historically strong” pre-holiday week and an further “historically low” income week astatine the extremity of January, Bui said. The 4th besides included 4 less pre-Halloween buying days than the anterior year, which were recorded successful the 3rd 4th this year. Excluding the calendar impact, helium said same-store income would person been 3.5%.

Weather disruptions besides contributed to a 1.6% diminution successful the fig of transactions. Despite this, handbasket maturation was 3.1%, Bui said.

→ Trash to Treasure: 3 Waste Removal Stocks to Minimize Volatility

On cadence, Rossy said momentum was beardown coming retired of the 3rd 4th and into November, earlier postulation dropped successful December and January amid unfavorable weather. He said postulation “resumed nicely” successful February arsenic fiscal 2027 began, suggesting the user situation remains consistent, with households nether fund unit seeking worth and convenience.