Dollarama Inc.

DOL pitch long null

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?

inconclusive confidence: low

Without specific price performance data or a clear timeline for the thesis to play out, it's difficult to assess whether the investment thesis has been validated or invalidated. The long-term growth potential through store openings and pricing strategies remains a possibility, but without more information, the outcome is uncertain.

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