Q: Hi 5i, I went through their results and they matched or beat their goals, and forward growth looks good. I would appreciate you analysis, especially with respect to forward growth. With their expansion in DollarCity and the new purchase in Australia the runway looks good. Again thx for this recommendation several years ago!
5i Research Answer:
DOL increased the dividend by 15% and saw same store sales growth of 4.9% in the quarter. The company expects same store growth of 3% to 4% in 2026. Revenue of $1.88 bln met estimates and EPS of $1.4 beat estimates of $1.31. It looked like a good quarter but with the general market we would not expect a whole lot from the shares today.