Subject: Re: DLTR Earnings
Was theft a problem they mentioned in the earnings call? I thought the Family Dollar brand was mainly in the suburban and rural areas where that was not really an issue?

I agree DLTR seems to have a premium valuation vs. DG for not sure exactly what reasons. But this haircut and shutting down of the problematic franchise has made me want to take a look at it again as a possible investment after feeling like it was probably riding a bit too high. They think shutting down the stores will take out some revenue but add 30 cents per share to earnings.

I sold some DG today due to the headlines I read on DLTR before I appreciated how much the reported results were driven by FD issues. Will see tomorrow how it goes for DG.