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  5. GRGD: Comments please on the quarter from GRGD. [Groupe Dynamite Inc. Subordinate voting shares]
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Q: Comments please on the quarter from GRGD. Would you be a buyer here?
Thanks for your great work.
Rob
Asked by Robert on September 10, 2025
5i Research Answer:

EPS of $0.57 beat estimates of $0.437 and sales of $326.43M beat estimates of $290.22M. Sales grew by 36.5% year-over-year, and its comparable store sales jumped 28.6%. Operating income and adjusted EBITDA grew significantly, and it demonstrated strong margin expansion. It continues to open new stores and management raised comparable store sales growth guidance to 17.0% to 19.0% for the full year, up from 7.5% to 9.0%. It also increased adjusted EBITDA margin guidance to 32.0% to 33.5%. Overall, this was an exceptional quarter, and its growth profile appears to be accelerating alongside profit margin expansion, a strong combination. 

We would be comfortable buying into this strength today, although it could consolidate after this large move up.