The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Doumet - Scotiabank Global Banking and Markets, Research Division - Analyst
: I just wanted to -- can you help us dissect that strong same-store sales number a little bit? How did conventional perform? How much of that was
aided by the Scene redemption activity? How much was that was aided by a competitor strike, perhaps temporary closure of some of the locations
in Quebec? Maybe if you can just help us get a sense of that sustainability of that number on a go-forward basis?
Question: George Doumet - Scotiabank Global Banking and Markets, Research Division - Analyst
: And I guess on Scene+ redemption and maybe some [closed] locations from another competitor in Quebec?
Question: George Doumet - Scotiabank Global Banking and Markets, Research Division - Analyst
: On Scene specifically, just following up on that. On the press release, you mentioned a next-generation recommendation engine. Can you maybe
talk a little bit about what that means, what that can do and [how], I guess ultimately, that can translate to higher top line and margins?
Question: George Doumet - Scotiabank Global Banking and Markets, Research Division - Analyst
: And just last one from me. I know this is maybe a less fuel question, but on the unlikely event that we maybe see deflation next year, just wondering
how our strategy would change, if at all?
Question: Vishal Shreedhar - National Bank Financial, Inc., Research Division - Analyst
: With respect to the customer changes that you indicated or suggested that would happen several quarters ago, they are happening. I think you
suggested that when inflation stabilizes, you anticipate your conventional banners to gain some momentum. We're seeing that in the results. I'm
wondering if you're seeing the same thing in your e-com business? And if not, maybe what's causing that difference?
Question: Vishal Shreedhar - National Bank Financial, Inc., Research Division - Analyst
: And just on the Voila piece of that?
Question: Vishal Shreedhar - National Bank Financial, Inc., Research Division - Analyst
: And regarding Voila, after the next CFC launches, is that it for substantial infrastructure investments for Voila? And if so, then what would be the
next steps to add accelerate to that business so that the sales are where you want them to be?
Question: Vishal Shreedhar - National Bank Financial, Inc., Research Division - Analyst
: And after that fourth CFC is installed and -- is there a period of time after which the exclusivity date -- And if it is, can you just remind me on how
that works?
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