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Bullboard - Stock Discussion Forum LIQUOR STORES NA LTD 4.70 PCT DEBS T.LIQ.DB.B

TSX:LIQ.DB.B - Post Discussion

LIQUOR STORES NA LTD 4.70 PCT DEBS > USD should give LIQ a nice lift in Q4
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Post by d_trump on Dec 11, 2015 5:26pm

USD should give LIQ a nice lift in Q4

While only about 15% of their stores are in the US, those stores are bigger format and account for about 1/3 of their total sales.  Also both the convertible debentures and bank line are $CAD, which is good, otherwise the benefit of US sales would be offset by US debt.

So US Q4 same store sales growth should be huge (including the currency) since last year the dollar was around 88 cents.   Not sure about the effect on margins since I imagine a lot of their purchases are in USD.  But overall, the low CAD should be beneficial.
Comment by ILUVDIVIDENDS on Dec 12, 2015 3:02pm
This post has been removed in accordance with Community Policy
Comment by Ticker28 on Dec 13, 2015 12:41am
actually 26 percent of total sales come from US market.  See 2015 investor presentation this will increase now with New Jersey aqiusition to about 30 percent plus  Ticker