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Martin Landry

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.

Garage U.K. Debut Signals Global Growth for Groupe Dynamite

Craig Patterson -
Garage’s U.K. debut drew strong demand, signaling global growth potential for Groupe Dynamite, according to Stifel.

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.

Groupe Dynamite Earnings Expected to Surge

Craig Patterson -
Groupe Dynamite is expected to post strong Q4 results, with rising sales, margin expansion, and continued growth momentum.

Leon’s Q4 Results Impacted by Strike, Weather

Craig Patterson -
Leon’s Q4 results missed estimates as a postal strike, snowstorms and softer demand weighed on sales and outlook.

Aritzia Poised for Strong Q3 as Sales Momentum Accelerates

Craig Patterson -
Aritzia is expected to post a strong Q3 as sales momentum, margin expansion, and digital growth support higher earnings expectations.

Dollarama Delivers Strong Q3 Results as Valuation Tightens: Stifel

Craig Patterson -
Dollarama posted strong Q3 FY2026 results driven by Canadian same-store sales growth, margin expansion, and Dollarcity momentum, according to Stifel.

Groupe Dynamite Posts Strong Q3 as Growth Accelerates

Retail Insider -
Groupe Dynamite records exceptional Q3 results with strong sales, rising margins and continued store upgrades, marking a standout first year as a public company.

Pet Valu Stock Dip Seen as Overreaction as Growth Normalizes

Lee Rivett -
Pet Valu shares drop 14% after muted growth guidance, but Stifel says valuation is attractive with long-term trends intact.

Pet Valu Rolls Out New Store Layout Focused on Culinary Pet Food

Craig Patterson -
Pet Valu’s new store design emphasizes its growing frozen and raw food category as part of a national rollout to 120 corporate stores.

Aritzia Delivers Strong Quarter with Surging Sales and Profit

Craig Patterson -
Aritzia posts its ninth straight earnings beat, lifting revenue, profit, and guidance amid strong U.S. and Canadian growth.

Canadians’ Spending Intentions Reach Record High

Craig Patterson -
Canadians’ spending intentions hit new highs in September, led by apparel, dollar stores, and holiday shopping, Stifel survey shows.

Aritzia Growth Outlook Brightens With Higher Target

Craig Patterson -
Strong sales momentum leads Stifel to raise Aritzia’s target price, forecasting continued growth across Canada and the U.S.

Dollarama Q2 Beat Overshadowed by Costs: Stifel

Craig Patterson -
Stifel says Dollarama’s Q2FY26 revenues beat forecasts, but rising costs and taxes left investors cautious.

Pet Valu Shares Surge After Q2 Beat, Stifel Ups Target to $40

Craig Patterson -
Pet Valu posts strong Q2 results, Stifel raises target to $40 as sales rebound and CEO transition announced.

Aritzia Posts Blowout Quarter, but U.S. Tariffs Weigh on Future Outlook

Craig Patterson -
Aritzia outperformed in Q4 with 31% sales growth and 144% EPS gain, though U.S. tariffs are expected to pressure margins and dampen FY2026 guidance.

Canadian consumer confidence improving: Stifel survey

Mario Toneguzzi -
54 per cent of respondents to the Stifel survey expect to increase their spending on discretionary items in the coming 12 months
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