In this episode, Simon and Dan break down the latest earnings from four major consumer-facing companies. Dollarama and Costco delivered another strong quarter while Lululemon’s stock took a big hit following revised guidance. BRP surprised to the upside despite a tough year-over-year comparison, with snowmobiles carrying the quarter and dealers slowly working through inventory.

Tickers of stocks discussed: DOO.TO, LULU, COST, DOL.TO

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Two Stocks Benefiting from the Shift to Essential Spending