Dollarama Inc.
Thesis
We are recommending a long in Dollarama with friendly activism, projecting a 4-year price target of C$81.5, representing +97% upside and an 18% IRR. Dollarama is the largest dollar store chain in Canada with a significant market share and potential for growth through accelerated store openings and strategic pricing initiatives.
Did it work?
The pitch is a long in Dollarama with a 4-year price target of C$81.5 (+97% upside), but no time has elapsed on record and no price performance is available, so the return cannot be weighed against the stated direction or target. There is also no information on whether the thesis's key dynamics — friendly activism, accelerated store openings, and pricing initiatives — actually materialized. Without either price data or confirmation of the thesis events, no verdict on success or failure is possible.