✨ Durable moat with US expansion upside - Rapid US expansion of T&T to major tech hubs (🌉SF upcoming in Winter 2026) - Incumbents that are extremely successful in Canada (picky consumers) fair very well in the US, see: $ATZ - UGC marketing to further spread the word is a great move as the products the store sell are inherently visual - No moat distruptions from discount grocers like LIDL at home 🇨🇦 compared to grocers in the US like $KR - Recession proof, inflation proof. Sits on land/in communities that prevents others incumbents from ever entering - Trading at the low end of its range since the stock split last year ($60-69)
