
TSE:DOL
This summary was created by AI, based on 38 opinions in the last 12 months.
Dollarama Inc. (DOL-T) is recognized by many experts as a solid growth story, particularly in challenging economic climates where consumers tend to seek value. The company's expansion efforts both domestically in Canada and internationally in regions like Latin America and Australia are viewed positively, yet there are concerns about its high valuation and potential growth deceleration. Analysts note that despite a history of robust performance, current operational challenges, such as increased competition and economic pressures, have led to caution surrounding its stock price. Overall, while its business model remains appealing and its consumer base potentially resilient, the prevailing sentiment is a cautious evaluation of its pricing and growth prospects.
Likes the space. Will do well in a slowdown. Instead he owns Dollar General, which has performed extremely well. Broke above 200-day in April of this year. Has floated down recently because of profit taking. Not cheap, but has moved well compared to the TSX. Recession resilient.
A brilliantly run business but the PE is too high for him. It is one of the few retailers that does not compete with AMZN-Q. Growth is slowing because they can't keep opening more stores. He has total respect for the company but it is rather expensive.
They saturated Canada with stores, but are now adding higher-value goods in the store with prices up to $5. The glory days of growth are over and this will be a cyclical retailer. It's okay to hold it, but not as a core holding. He prefers Aritzia.