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: Vishal Shreedhar - National Bank Financial Research - Analyst
: Hi, thanks for taking my question. With respect to Australia, Neil, want to get your thoughts on what the biggest risks are? And as you contemplate
implementing the Dollarama model, how should we think about transferring the culture of performance into what is a new venture for you guys
with this acquisition?
Question: Mark Petrie - CIBC World Markets Corp - Analyst
: Yeah, thank you. First, Neil, if you ever do put that cult of Dollarama manual into print, I'd love a copy. Maybe just to ask a question just about the
supply chain. Obviously, the industry has had some time to adjust, although the new environment clearly remains uncertain. I'm just Curious if you
could provide some thoughts on kind of your takeaways for Dollarama from all of that and any risks or opportunities that you see as a result of
these shifts?
Question: Martin Landry - Stifel, Nicolaus & Company Inc - Analyst
: Hi, good morning. I would like to touch on Mexico a little bit. I know it's early days, but just would like to hear what you saw some color on the
ramp-up of your first store, how does it compare to other stores you've ramped up in Latin America? How the customer responds. It's a new brand
in Mexico that's unknown mostly by most of your consumers. So just a little color to help us understand how the opening has gone, it would be
great.
Question: Mark Carden - UBS AG - Analyst
: Good morning. Thanks so much for taking the question. So just in terms of sourcing with some more clarity coming into play on US tariffs and
global products, are you seeing any incremental shifts on the sourcing front? Any particular opportunities to boost sourcing from any given
geographies?
Question: Corey Tarlowe - Jefferies LLC - Analyst
: Thank you for taking my question. I was just curious on the Reject Shop acquisition. It does seem like there's a lot of exciting plans that you have
ahead for the business. But if you were to bucket the initiatives that you have in terms of maybe like layups versus midrange jump shops or contested
frees or how do you think about what's kind of the lower-hanging fruit versus not.
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AUGUST 27, 2025 / 2:30PM, DOL.TO - Q2 2026 Dollarama Inc Earnings Call
I would just be curious to get kind of your thoughts and as well around, I believe, Neil, you made a comment around the pricing changes that you're
looking to make. How should we be thinking about the opportunity there versus what exists in that business today? Thank you.
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