Dollarama Inc.
DOL
pitch
long
Gustavo Campanhã, Gilberto Giuizio, Thiago Maffra
Thesis
Dollarama is well-positioned in the discount retail sector, benefiting from consumer trends towards value shopping. The company's strong store expansion and solid financial performance make it a compelling investment opportunity.
Did it work?
worked
confidence: high
The long thesis on Dollarama has clearly played out, as evidenced by a substantial price increase of 391.2% over 112 months. The company's strong store expansion and solid financial performance have aligned with the consumer trend towards value shopping, confirming the investment thesis.
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