Groupe Dynamite (GRGD) is up 27% since crushing Q2 results, with accelerating same-store sales growth and ecommerce revenue…

… helping to offset some tariff-related headwinds - driving higher margins and an increased guide for 2025…

… with management calling for 18% same-store growth (was 8%) and 33% EBITDA margins (was 31%) at the midpoint. Analyst estimates tracked higher in response, adding 10% and compressing what is quickly becoming a pretty rich valuation.