Dollarama Inc.
DOL
position
long
unknown
Thesis
The investor believes in the long-term growth potential of Dollarama, expecting a store count growth of 1,700 stores, which represents a 9.1% CAGR over five years, outperforming the 5% consensus. They also anticipate sustained same-store sales growth driven by an improved product mix.
Did it work?
worked
confidence: high
The thesis has played out successfully, as Dollarama's stock has increased by 64.8% over the 64 months since the pitch, aligning with the long-term growth expectations. The anticipated store count growth and same-store sales growth have likely contributed to this positive performance, confirming the investor's bullish outlook.
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