Dollarama Inc (TSE:DOL)
TSX:DOL
Earnings Data
Report Date
Jun 17, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1Last Year’s EPS
0.98Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced material near-term investments, transformational work and regional ramp-ups against strong core performance and disciplined capital allocation. Dollarama met or exceeded fiscal 2026 guidance: consolidated sales and EPS grew double digits, Canada delivered positive same-store sales and margin metrics, and Dollarcity produced robust top-line and earnings growth with a doubled dividend. Offsets include weather- and calendar-driven softness in Q4, Mexico and Australia operating losses tied to expansion and integration, and emerging supply-chain cost pressures from geopolitical events. Management presented these negatives as known, managed investments (Australia transformation and Mexico ramp-up) rather than fundamental deterioration in the core Canadian business.Company Guidance
Top-Line and EPS Growth
Consolidated fiscal 2026 sales rose 13.1% year-over-year to $7.3 billion; Q4 sales increased 11.7% to $2.1 billion (despite 1 less week). Diluted EPS for the full fiscal year increased 13.7% to $4.73; Q4 EPS increased 2.1% to $1.43 (includes a $0.03 benefit from Australia).
Canada Same-Store Sales and Basket Strength
Canada full-year same-store sales (SSS) of 4.2% met annual guidance. Q4 SSS was 1.5% (calendar-adjusted would be 3.5%). Q4 basket growth was strong at +3.1% while transaction counts fell 1.6%; FY2027 SSS guidance is 3%–4%.
Network Growth — Canada and Dollarcity
Canada opened 75 net new stores in fiscal 2026, ending the period with 1,691 stores and reached 1,700 stores in February; returning to an expected 60–70 net new stores in FY2027 with a long-term target of 2,200 stores by 2034. Dollarcity opened 100 net new stores in 2025, surpassing the 700-store threshold and targeting 1,050 stores by 2034 (excludes Mexico).
Dollarcity Earnings and Dividend
Dollarama's share of Dollarcity net earnings increased 47% year-over-year to $191.5 million for fiscal 2026; Q4 share rose 22% to $70.5 million. Dollarcity declared a USD 125 million dividend (Dollarama share USD 75.1 million), double the prior dividend, reflecting strong free cash flow generation.
Margin and Cost Discipline
Canadian full-year gross margin was 45.6% of sales, slightly above the top end of guidance; Q4 gross margin was 46.6% (vs 46.8% prior year). Canadian SG&A improved to 14.5% of sales in Q4 (14.7% prior year) and full-year SG&A was 14.4% (within guidance). FY2027 SG&A guidance is 14.1%–14.6% and gross margin guidance is 45%–45.5%.
Capital Allocation and Buybacks
Returned capital through repurchases of over 4.4 million shares for cancellation at a cash cost of $834.2 million; Board approved a 13.4% increase to the quarterly cash dividend to $0.12 per share. Canada CapEx for FY2027 guided to $420M–$470M (logistics hub portion).
Logistics and Long-Term Infrastructure
Progress on Canadian logistics: Calgary hub construction is on time and on budget and on track to be operational by end of 2027, supporting a 2-node distribution model for long-term growth and redundancy.
TSE:DOL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSE:DOL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | C$186.58 | C$168.66 | -9.60% |
Dec 11, 2025 | C$200.35 | C$197.38 | -1.48% |
Aug 27, 2025 | C$191.85 | C$184.86 | -3.64% |
Jun 11, 2025 | C$175.46 | C$192.66 | +9.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dollarama Inc (TSE:DOL) report earnings?
Dollarama Inc (TSE:DOL) is schdueled to report earning on Jun 17, 2026, Before Open (Confirmed).
What is Dollarama Inc (TSE:DOL) earnings time?
Dollarama Inc (TSE:DOL) earnings time is at Jun 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:DOL EPS forecast?
TSE:DOL EPS forecast for the fiscal quarter 2027 (Q1) is 1.
