The Globe and Mail reports in its Friday, Jan. 16, edition that Stifel analyst Martin Landry, after hosting investor meetings with the management from Groupe Dynamite at the ICR Conference in Orlando, sees it as "among the best-managed companies in the apparel sector, with industry leading metrics such as inventory turnover, profitability and ROIC." The Globe's David Leeder writes that Mr. Landry continues to rate Groupe Dynamite "buy." Mr. Landry share target advanced by $6 to $102. Analysts on average target the shares at $98.20. Ahead of the highly anticipated annual event, Groupe Dynamite increased its full-year guidance and comparable sales were up 30.8 per cent year-over-year for the first nine weeks of its fourth quarter of fiscal 2025, exceeding Mr. Landry's previous estimate of 24 per cent as well as the Street's expectation of 26 per cent. Mr. Landry says in a note: "Management reiterated the color provided during the Q3FY25 earnings call, expecting 2026 comparable sales growth in the HSD range, gross margin expansion year-over-year and SG&A leverage. Groupe Dynamite plans to increase prices at twice the rate of inflation, which accounts for half of the anticipated high-single-digits growth for 2026."
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