Capital Allocation And Balance SheetA strengthened balance sheet and the resumption of share buybacks enhance financial flexibility to fund expansion and return capital, which can support shareholder value.
International ExpansionRapid store count growth in Mexico and Latin America demonstrates the company's ability to replicate its discount retail model into new markets, supporting revenue diversification and growth potential.
Operating Leverage And MerchandisingImproving seasonal sales trends, value-focused merchandising, and scale advantages should support margin improvement and same-store-sales gains in Canada, underpinning earnings growth.