Dollarama

From The Desk: Strategic growth, pricing resilience and retail real estate shifts

Craig Patterson -
Canadian retail sees real estate consolidation, disciplined pricing, and growth in discount sectors amid cost pressures and shifting consumer demand.

Daily Synopsis: September 17, 2026

Retail Insider -
Stefano Ricci luxury boutique in Vancouver shuttering, Metro reaches deal with striking workers, Harry Rosen opens Toronto flagship September 22, GTA furniture retailer appears to go bankrupt, and other news.

Dollarama’s $5 Ceiling Is Becoming a Test for Canadian Retail

Lee Rivett -
Dollarama is holding its $5 maximum price point as Canadian traffic continues to rise and cost pressures build. The widening performance gap with parts of mainstream retail raises questions about whether value shopping is becoming a permanent part of household spending.

Daily Synopsis: September 16, 2026

Retail Insider -
Mine & Yours Marks 13 Years as Luxury Resale Starts Looking More Like, TryCanadian.ca launches as Consumers Search for Canadian Alternatives, Dollarama Q2 sales increase 17.6% y/y to surpass $2 billion, RBC says grocery prices likely to keep rising faster than overall, and other retail news.

Dollarama Q2 sales increase 17.6% y/y to surpass $2 billion

Mario Toneguzzi -
Net earnings increased by 8.7% to $349.3 million in the second quarter of fiscal 2027, compared to $321.5 million in the second quarter of fiscal 2026.

Retail Insider “Discount, Value & Off-Price Retail Report”: Value Retail Becomes a Defining Force in Canadian Retail

Lee Rivett -
Retail Insider's latest report examines how discount, value and off-price retailers are reshaping Canadian consumer behaviour, retail real estate and competitive strategy as value shopping becomes a mainstream force influencing retailers, landlords and investors alike.

Daily Synopsis: Jul 9, 2026

Retail Insider -
Vestis opens Max Mara and Weekend stores in Vancouver, Dollarama growth could be expansive, Joseph Tassoni returns to The Well for immersive show, 7-Eleven marks 60 years of the Slurpee, and other news.

Q2 2026 Canadian Discount, Value and Off-Price Retail: Shape of the Next Phase of Canadian Retail

Craig Patterson -
Canadian value retail in Q2 2026 was defined by mainstream consumer adoption, discount grocery expansion, off-price growth, and value-oriented retailers increasingly shaping real estate and retail strategy.

Beyond Store Growth: What’s Next for Dollarama?

Craig Patterson -
Dollarama's future growth may come from convenience, consumables, deeper market penetration and logistics investments as the retailer expands beyond its store-count ambitions.

Faubourg Contrecœur retail lineup now complete as Harden and Crombie sign Dollarama and McDonald’s

Mario Toneguzzi -
Dollarama will occupy approximately 9,726 square feet and McDonald’s approximately 3,046-square-feet.

Canadian Consumers Signal Unexpected Rebound in Spending Intentions

Craig Patterson -
A new Stifel Canada survey finds 57% of Canadians expect to increase discretionary spending, with gains in apparel and dollar stores but weakness in furniture.

Daily Synopsis: Jun 25, 2026

Retail Insider -
Retail Insider published nine articles covering Vaughan Mills' Playdium, Dollarama's market reach, and Kraft Dinner's move into instant noodles, among others.

Why Major Brands Can No Longer Ignore Dollarama

Craig Patterson -
As Dollarama's customer base and traffic grow, suppliers are increasingly viewing the retailer as a strategic channel rather than a secondary outlet.

Daily Synopsis: Jun 22, 2026

Retail Insider -
Manitoba eyes shrinkflation law, FIFA impacts Vancouver retail differently depending on location, Zellers nostalgia drives return, retailers open at Toronto's Pearson Airport, 7-Eleven closing at College and Spadina in Toronot, and other news.

Dollarama Reaches 96% of Canadian Households: Survey

Craig Patterson -
A new Field Agent Canada survey found that 96% of Canadian households shopped at Dollarama within the past 60 days, with strong appeal across income levels and growing visit frequency.

Blue Rewards partners with Dollarama

Mario Toneguzzi -
Blue Rewards members with a linked payment card can earn Points on qualifying purchases of $20 or more at more than 1,700 Dollarama stores nationwide.

Daily Synopsis: Jun 13, 2026

Retail Insider -
Sleep Number files for bankruptcy with sale to Sleep Country Canada, retail space becomes casualty of Toronto condo bust, Starbucks over-charged for non-cow milk, Save-on-Fods opening store, reactions to Oakridge Park in Vancouver, and other news.

Dollarama Surpasses 1,700 Stores in Canada, With Hundreds More Planned

Lee Rivett -
Dollarama has surpassed 1,700 stores in Canada and continues to pursue a long-term goal of approximately 2,200 locations nationwide as expansion plans move forward.

Daily Synopsis: Jun 11, 2026

Retail Insider -
HBC Royal Charter welcomed at Winnipeg Ceremony, FreshCo opening 1st Vancouver Island store, Palliser Furniture acquired by Chinese company after 80 years, Bulgari opens in Vancouver, Dickey's Barbecue Pit opening at West Edmonton Mall, and other news.

Dollarama sees more than 21% year-over-year sales growth in Q1, surpassing $1.8 billion

Mario Toneguzzi -
Net earnings increased by 10.4% to $302.3 million, resulting in a 13.3% increase in diluted net earnings per common share to $1.11, compared to $0.98.

Canadian Spending Intentions Weaken as Consumer Pressures Build

Craig Patterson -
Stifel survey shows weakening Canadian spending intentions, with apparel and discretionary categories under pressure in 2026.

From The Desk: Retail Real Estate Tightens as Brands Expand with Purpose and Precision

Craig Patterson -
This week’s retail coverage highlights intensifying real estate scarcity alongside strategic brand expansions and operational innovation shaping Canada’s retail landsc...

Daily Synopsis: Mar 25, 2026

Retail Insider -
Vacant Bay box at Pen Centre sees demand, Erin Mills Charmed jewellery store closing due to repeated break ins, Manitoba PST exemption on food not for mom-and-pop shops, Genesis opens in Regina, and other news.

Dollarama Shares Fall as Australia Expansion Weighs on Outlook

Lee Rivett -
Dollarama beats Q4 earnings but lowers outlook as Australia investment pressures margins and near-term profitability.

Daily Synopsis: Mar 24, 2026

Retail Insider -
COS launches Canadian website, Middle East conflict impacts Dollarama, DYD targeting 20 Canadian dealerships, Manitoba cutting PST on groceries, and other news.
- Advertisement -