Dollarama: Look Through A Soft Q4

RB Equity1.65K FollowersFollow5ShareSavePlay(10min)CommentsSummaryDollarama remains a "Strong Buy" despite a Q4 miss and 8% stock drop, supported by resilient fundamentals and robust long-term growth prospects.Q4 was soft due to calendar shifts and weather, but full-year performance was strong, with revenue and EPS growth and a 13% dividend increase.International expansion in Australia and Mexico is accelerating, with Dollarcity poised to outpace Canadian store growth and drive medium-term upside.Canada's new logistics hub enhances operational moat, while future cash flow is expected to fuel continued share buybacks and shareholder returns. ablokhin/iStock Editorial via Getty Images I continue to hold my shares in Dollarama (DLMAF) and maintain a "Strong Buy" rating. It is a company I have covered before and which I find is a terrific business. The company just published its fiscal 2026 Q4 results, which fell flat, with theThis article was written byRB Equity1.65K FollowersFollowStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure: I/we have a beneficial long position in the shares of DLMAF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.