TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin
We Study Billionaires - The Investor’s Podcast Network
00:00
Comparative Analysis of Dollarama and Dollar General
This chapter explores the contrasting financial performances of Dollarama and Dollar General over the past 18 months, highlighting Dollarama’s significant stock growth compared to Dollar General’s decline. It discusses their differing business strategies, with Dollarama focusing on low prices and a broad product range, while Dollar General emphasizes consumables and bundled promotions. The chapter further analyzes Dollarama's robust margins, expansion strategy, and the competitive landscape of the dollar store industry in Canada.
Transcript
Play full episode
