Revenue distribution by industry:

• Retail: 100%

TOP 3 markets and their percentage shares:

• Canada: approx. 95%
• USA: approx. 3%
• International (other countries): approx. 2%

Dollarama Inc. is a leading retail company specializing in the sale of affordable products. The majority of revenues are generated in Canada, as most of the stores are located there. The USA and other international markets contribute a smaller share to the total revenue, due to the limited number of stores outside Canada.

Production sites: Mainly in Asia, especially China

Dollarama Inc. sources the majority of its products from international suppliers, with a significant portion coming from Asian countries, especially China. This strategy enables the company to benefit from cost-effective production options, which has a positive impact on pricing and margins.

Additionally, Dollarama collaborates with a variety of suppliers to offer a wide range of products at competitive prices.

Revenue growth: 10.5% (estimated for 2024)
Expansion of branches: 80-100 new branches per year (2023-2025)
Online distribution: Expansion of the E-commerce channel (since 2023)

Dollarama Inc. pursues a growth strategy based on the continuous opening of new branches. The company plans to open between 80 and 100 new locations annually to further expand its presence in Canada. This expansion is intended to take place in both urban and rural areas to reach a broader customer base.

In addition, Dollarama is investing in expanding its E-commerce channel to meet the changing shopping habits of consumers. Since 2023, the company has enhanced its online distribution platform to provide customers with a seamless shopping experience and to expand its reach beyond physical stores.

Another focus is on optimizing the supply chain and cost control to improve margins and remain competitive. These measures are intended to help Dollarama grow profitably even in a challenging economic environment.

Main Imported Raw Materials: Plastics, paper, textiles, metal goods

Main Supplier Countries: China, India, Vietnam, Bangladesh

Dollarama Inc. imports a variety of raw materials and materials necessary for the production and sale of its products. The main materials include plastics, paper, textiles, and metal goods, which are used in a variety of products offered by Dollarama in its stores.

China is one of the largest suppliers to Dollarama, especially for plastic and metal products. India and Bangladesh are significant suppliers of textiles, while Vietnam plays an important role in supplying paper products.

These import strategies enable Dollarama to offer cost-effective products by taking advantage of the production advantages of these countries. Diversifying the supply chains across multiple countries helps the company minimize risks and ensure supply security.

Market share: 25% in the Canadian retail market (2024)

Gross margin: 44.7% (2024)

Branch growth: 4.5% (2024)

Dollarama Inc. has a significant competitive advantage in the Canadian retail market, which is manifested by a high market share of 25%. This demonstrates the strong presence and popularity of the brand among consumers.

The gross margin of 44.7% indicates that the company is efficient in cost control and pricing, enabling it to remain competitive and profitable.

In addition, Dollarama has recorded a continuous branch growth of 4.5% in 2024, indicating a successful expansion strategy. These factors together strengthen Dollarama's competitive advantage compared to other retailers in the region.

Institutional investor share: approx. 70% (estimated for 2025)

Insider purchases/sales: No significant changes in the last year

The institutional investor share at Dollarama Inc. typically stands around 70%, indicating a high level of trust from institutional investors in the company. These investors value Dollarama's stable market position and continuous growth.

Regarding insider purchases and sales, there have been no significant changes in the last year. This suggests that the management and other insiders have a stable confidence in the company's future development.

Market share of Dollarama Inc.: Estimated 20% (2025)

Main competitors and their market shares:

1. Dollar Tree Inc.: 25%
2. Five Below Inc.: 15%
3. Dollar General Corp.: 30%
4. 99 Cents Only Stores: 5%
5. Family Dollar (part of Dollar Tree): 5%

Dollarama Inc. holds a significant market share of around 20% in the discount retail sector in Canada. The largest competitor, Dollar General Corp., has a market share of 30% and is particularly strong in the United States. Dollar Tree Inc. and Five Below Inc. are also significant players in this market.

Dollarama's moat mainly consists of its strong brand recognition in Canada, efficient supply chain management, and a wide range of products at competitive prices. These factors enable Dollarama to maintain and further expand its market position.

Compared to its competitors, Dollar General has a broader moat, especially due to its larger number of stores and strong presence in the United States. Dollar Tree benefits from its acquisition of Family Dollar, which has expanded its market presence.

Overall, Dollarama has a solid moat in the Canadian market, but they face pressure in international comparison from larger U.S. companies that have more extensive resources and a greater geographic reach.

Revenue Growth: 12% (2024) Profit Growth: 10% (2024) Market Share in Canada: 25% (2024)

Dollarama Inc. recorded a solid revenue growth of 12% in 2024, attributed to the expansion of its stores and increased demand for affordable products. The company has further strengthened its market position in Canada and now holds a market share of 25%.

The profit growth of 10% during the same period indicates that Dollarama operates efficiently and is able to control its costs while increasing its revenue. This suggests robust operational efficiency.

Furthermore, in recent years, Dollarama has continuously invested in optimizing its supply chain and exploring new markets, which could lead to further growth opportunities in the long term. Given these factors, Dollarama Inc.'s stock could present an attractive investment opportunity, especially for investors interested in a stable and growth-oriented retail company.

Dividend yield: 0.4% (estimated 2025)
Payout ratio: 10% (estimated 2025)

Dollarama Inc. pays a dividend, which, however, is relatively low compared to other companies. The estimated dividend yield for 2025 is 0.4%. This reflects the company's strategy of reinvesting a large portion of its profits into growth and expansion.

The payout ratio of about 10% indicates that Dollarama only distributes a small portion of its earnings to shareholders. This low ratio suggests that the dividend can be considered reliable, as the company should be able to pay the dividend even in economically challenging times.