Martin Landry

Canadian Tire Positioned to Gain Market Share as Retail Consolidation Continues: Report

Craig Patterson -
A new analyst report suggests Canadian Tire is well positioned to benefit from retail consolidation in Canada through its banners, loyalty program, owned brands and True North strategy.

Why Aritzia Keeps Winning in a Fragmented Apparel Market

Craig Patterson -
Aritzia’s growth highlights shifting consumer habits, premium positioning, and the widening divide in apparel retail.

Happy Belly Expands Footprint as It Nears 100 Locations

Lee Rivett -
Happy Belly rapidly expands its restaurant footprint across Canada, emerging as a growing tenant while managing expansion-related costs.

Aritzia’s Rise from Canadian Brand to North American Powerhouse

Craig Patterson -
Aritzia’s rapid U.S. expansion and strong financial performance position it as a leading North American retail powerhouse.

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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