off-price retail

Dollarama and TJX Canada generated more purchases as value competition expanded. Retail Insider’s Q3 report examines the different retail models behind that demand and the margins needed to sustain it.

Dollarama and TJX Canada reported strong transaction growth during Q3 2026 as value-oriented retail competition expanded. The report examines distinct discount models, store investment, pricing limits and digital challengers, while separating evidence of increased purchases from assumptions about widespread consumer trade-down.

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.