We look at Dollarama’s Q4 results and the impact of the Coronavirus (Covid-19) pandemic on the early part of its first quarter. Full year sales up to CA$3.8 bn The retailer’s fourth quarter sales increased by 0.5% to CA$1.1 bn, with the quarter one week shorter than in 2019. Comparable store sales increased by 2.0%, or by 3.8% excluding the impact of a calendar shift. Operating income incre...

One of the key pivots that companies have had to make quickly in response to the Coronavirus pandemic is with their marketing messages. Several companies launched eye-catching campaigns to support social distancing measures in March, with many iconic brands re-working their logos as part of similar initiatives. The new reality Beyond this, we are starting to see companies adapt their commun...

Over the last few weeks we have seen retailers implement a range of social-distancing initiatives, including floor stickers, plexiglass guards and limiting the number of shoppers in store at any one time. We consider how retailers may start to think differently about the future store experience so that they can respond at pace to any future social-distancing requirements. 1. Changes to stor...