Subject: Dollar Stores
https://www.youtube.com/watch?...
Video is from CNBC and talks about some of the challenges facing dollar stores.
Some metrics from the video
Dollar Tree Family Dollar Dollar General
Consumable 47% 80% 81%
Discretionary 53% 20% 19%
Imported Products 41% 15% 4%
The implications are that Dollar General won't face the same headwinds with potential tariffs as Dollar Tree.
tecmo
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