TSE:DOL

Dollarama Inc. (DOL.TO)

181.22
+5.35 (3.04%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
672 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Dollarama Inc. (DOL-T) is facing mixed expert opinions as it navigates pressures such as high valuations and softening same-store sales growth in Canada. While analysts acknowledge DOL's strong performance and potential for international expansion, particularly in Latin America, concerns are raised about market saturation and the challenges of growing in foreign markets. Most experts note its premium valuation, highlighting it trades at high multiples, which makes it less appealing for new investors. The company is still recognized for its solid business model and resilience during economic downturns, benefiting from consumers' increasing preference for value-oriented shopping. Future growth prospects are tied to store expansions and adapting to global economic conditions, particularly the impacts of inflation and consumer spending trends.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
WMT
TOP PICK
Just announced today that they will sell online. They continue to execute their growth plan, 1,700 stores across Canada (1,200 now). There are growth opportunities. They're consulting a francise, Dollar City, in South America, with an option to take a majority position next year; this could offer a long runway of growth. They continue to buy back shares. He continues to like it and build his position. But don't expect the stock price to shoot up suddenly. One of the best retail stories in North America. (Analysts’ price target is $41.43)
DON'T BUY
Suffered a high multiple that didn't hold up last year and the stock price got cut in half. Looking foward, they need to moderate growth targets. They should take more capital to increase the dividend--then he may buy this. Otherwise, he doesn't see a point buying this.
DON'T BUY
A market darling for many years, always beating analysts expectation. The rising multiples and a few missteps have caused it to fall from grace and he feels the company has been re-rated. He does not expect them to return to high multiples again. He would be cautious.
WATCH
Support range from 2016, can it hold? Starting to break through its 200-day, so he's cautious. Looking for that support level to hold and for a move higher, wait for confirmation of a break in the downtrend. It's been a growth stock and defensive, but it's moving away from growth. Watch to see if a new uptrend takes hold. If it breaks through highs of late 2015, it could go to 20.
WAIT
He got into DOL a little late, then lost money right before the summer short report. He sold. DOL has been increasing prices very slowly, but so has Walmart. Bay St. is still positive on DOL. Wait until tax-loss selling is over and see what happens. DOL still has room to grow in Canada. He isn't worried about Dollar Tree being a competitor in Canada.
DON'T BUY
As a value investor, he didn't own it on the way up. Investors believed their growth would continue at a high pace. When that pace stumbled, the price crashed. He doesn't follow DOL closely, so he doesn't know if it has hit bottom. Also, retail has problems with online vs. brick/mortar. This whole space is changing rapidly.
DON'T BUY
Why was it hit so hard and will it recover to $50? A phenomenal growth story that probably still has years to go. When a huge growth stock becomes a mature company and there are questions about the growth, the multiple will contract. We are probably in that phase with this one. Don’t play it for much more than a bounce at the $40ish level.
PAST TOP PICK
(A Top Pick Jan 02/18, Down 30%) The consumer is still there. They had two quarters that have been weak. From a valuation perspective it's trading at values not seen since 2012. Well-run company. There hasn't been a real material problem for the company.
BUY ON WEAKNESS
This is still quite good. He would not buy into the stock right not. Financials are a little weaker and growth has slowed down. This company will be fine long term. He thinks could still get it at a lower price. It is a great company.
COMMENT
Active shortseller creating pressure, plus pricing pressure. Defensive name, but richly valued. Now accept credit cards, greater margins. Chinese tariffs are an overhang. Holiday period is good for them, valuation’s come down. Shortseller’s allegations are pretty serious, and time will tell. Scaled in approach to buying in is recommended.
WEAK BUY
He exited. Same-stores sales were a big worry as were their rush to open new stores. Recently, a short report was negative and hit the stock. Usually, investors flock to DOL-T as a defensive stock. But, it's fallen so far it's worth looking at now.
DON'T BUY
Doesn't love it. It's been a growth stock and so has had a premium in their stock. So when it had a recent misstep, the stock got killed. Even after the pullback, it's still a pricey stock in terms of valuation. He fears more competition coming, and as they raise they prices to a few dollars, DOL starts to compete with stores like Walmart.
TOP PICK
It’s come down, and it’s at its 200-week moving average for the very first time in its existence. It’s very important that it holds here. Fingers crossed, it will be back to $50 before you know it. Yield is 0.5%. (Analysts’ price target is $47.86)
HOLD
He is fine continuing to hold it. They have a ten year history of creating value for shareholders. The short report was criticizing the company for being successful and having high margins. They are not at the limit to which they can grow and after that they will be a pretty attractive takeover target.
BUY
Had a rough ride lately. He still thinks it is a darling. He's taking the contrarian view. it's defensive yet growth. The 3-for-1 stock split was a smart move. Now is a good time to enter this with a 5-year view. If we enter a recession, this will be the darling stock. Yes, we're seeing competitors, but none with the magnitude of DOL. Who cares if DOL sells things at $2 or $3?
Showing 196 to 210 of 520 entries