Canada · Delayed Price · Currency is CAD Groupe Dynamite Earnings Call Transcripts
Fiscal Year 2025
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Record Q4 and fiscal year driven by 45% revenue growth, 36.6% adjusted EBITDA margin, and strong digital and international expansion. Fiscal 2026 guidance calls for 11%-14% comp sales growth, 22%-25% revenue growth, and continued margin expansion.
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Record Q3 results featured 40.2% adjusted EBITDA margin and 31.6% comp sales growth, driven by strong traffic, brand elevation, and digital engagement. Guidance for fiscal 2025 was raised, with continued expansion in the U.S. and entry into the U.K. planned for 2026.
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Q2 2025 delivered 36.5% revenue growth, 28.6% comp sales, and record gross margin despite tariff headwinds. Raised full-year guidance, with strong results in both Canada and U.S., and new store openings outperforming. Free cash flow and capital returns improved.
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Q1 2025 saw 20% revenue growth and 13% same-store sales growth, with strong digital and in-store performance, improved capital efficiency, and robust U.S. expansion. Gross margin was pressured by tariffs, but guidance was raised on comps, and a new U.S. DC is set to boost efficiency.
Fiscal Year 2024
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Q4 revenue grew 13.1% (18.8% excluding the 14th week), with strong comps, margin expansion, and 17% adjusted EBITDA growth. FY2025 guidance includes 18-20 new U.S. stores, 5%-6.5% comp growth, and a 30.3%-32.3% EBITDA margin, despite tariff and macro headwinds.
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Record Q3 results featured 17.5% revenue growth, margin expansion, and strong free cash flow, supported by robust retail and e-commerce performance. IPO success, agile supply chain, and disciplined execution position the company for continued growth amid tariff uncertainties.