Dollarama Inc. (DLMAF) Q2 2025 Earnings Call Transcript Summary
Dollarama Inc. (DLMAF) Q2 2025 Earnings Call Transcript Summary
Gross margin improved to 45.2%, driven by favorable contracted shipping rates and lower logistics costs.The following is a summary of the Dollarama Inc. (DLMAF) Q2 2025 Earnings Call Transcript:
以下是Dollarama Inc.（DLMAF）2025年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Dollarama reported strong financial results for Q2 2025 with an EPS of $1.02 and sales increasing by 7.4% to nearly $1.6 billion.
Same-store sales grew by 4.7%, reflecting steady customer demand, particularly for consumable products.
Gross margin improved to 45.2%, driven by favorable contracted shipping rates and lower logistics costs.
Dollarcity's net earnings contribution nearly doubled compared to the same quarter last year, reaching $22.7 million.
EBITDA for Q2 increased by 14.7% to $524.3 million.
Dollarama公佈了2025年第二季度強勁的財務業績，每股收益爲1.02美元，銷售額增長了7.4％，達到近16億美元。
同店銷售額增長了4.7％，反映了穩定的客戶需求，尤其是消費品需求。
受有利的合同運費和較低的物流成本的推動，毛利率提高至45.2％。
與去年同期相比，Dollarcity的淨收益貢獻幾乎翻了一番，達到2270萬美元。
第二季度的息稅折舊攤銷前利潤增長了14.7％，達到5.243億美元。
Business Progress:
業務進展：
Expansion in LATAM continues with Dollarcity opening 23 new stores, raising the total to 570. Plans to enter Mexico by 2026 are progressing as planned.
拉美地區的擴張仍在繼續，Dollarcity開設了23家新門店，使門店總數增加到570家。到2026年進入墨西哥的計劃正在按計劃取得進展。
Opportunities:
機會：
Increased demand for consumable products highlights the opportunity for sustained growth in essential goods.
Expansion into Mexico and increased store count in LATAM suggests potential for significant market growth.
消費品需求的增加凸顯了必需品持續增長的機會。
向墨西哥擴張以及拉美門店數量的增加表明了市場大幅增長的潛力。
Risks:
風險：
Seasonal products showed softer demand, reflecting possible fluctuations in consumer spending patterns.
季節性產品需求疲軟，反映了消費者支出模式可能出現的波動。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。