In this episode of The Canadian Investor Podcast, we start the episode by going over the recent Bank of Canada rate cut, our key takeaways from the press conference and what it means for Canada going forward.
We then shift our focus to the earnings of Lululemon which had a quarter that had both some good and some bad and what it means for future growth. We talk about BRP’s massive drop in revenues and what it means for the company in the near to medium term. We also cover the earnings from Dollar Tree (NASDAQ:DLTR) and discuss why it is not performing as well as Dollarama (TSX:DOL) in Canada. Finally, we round out the episode by discussing the earnings from Saputo (TSX:SAP).