GROUPE DYNAMITE REPORTS STRONG HOLIDAY PERFORMANCE AND UPDATES FISCAL 2025 GUIDANCE AHEAD OF THE ICR CONFERENCE

Executive Summary

• Groupe Dynamite reported comparable store sales growth of 30.8% for the first nine weeks of Q4 FY2025 and year‑to‑date growth of 26.6%.
• The company raised the lower end of its FY2025 adjusted EBITDA margin guidance by 100 bps to a range of 36.0%–37.0% and narrowed comparable store sales growth guidance to 26.5%–27.0%.
• Revised CAPEX guidance for FY2025 to $80‑$90 million (down from $85‑$95 M) and announced plans for UK e‑commerce and brick‑and‑mortar launches in Q1 2026, with a total expected store count of 307 year‑end.

Key Details

• Comparable Store Sales:
• 30.8% growth in the first 9 weeks of Q4 FY2025.
• 26.6% year‑to‑date growth as of Jan 3, 2026.
• Guidance Updates (FY2025):
• Comparable store sales growth now projected at 26.5%–27.0% (previously 25.5%–27.5%).
• Adjusted EBITDA margin guidance raised to 36.0%–37.0% (previously 35.0%–37.0%).
• CAPEX range revised to $80 M‑$90 M (previously $85 M‑$95 M).
• Real Estate Activity:
• Planned 20 gross new store openings and 11 closures → net +9 stores, bringing total to 307 at year end.
• All openings to date are under the Garage banner in the United States.
• Digital Performance:
• Online revenue growth outpaced brick‑and‑mortar during the same nine‑week period, increasing digital penetration versus prior year.
• International Expansion:
• UK e‑commerce platform launch slated for Q1 2026.
• First UK brick‑and‑mortor stores also expected in Q1 2026.
• Upcoming Earnings Release:
• Full Q4 and FY2025 financial results to be released around April 1, 2026 (pre‑market), with a conference call to follow.

Notable Quotes

“Our values‑led culture continues to drive disciplined execution, resulting in strong holiday performance… driving meaningful margin expansion and reflects the strength of our luxury‑inspired operating model.” – Stacie Beaver, President & COO