Subject: Re: OT Gurus Focus Dollar General
Likely related to DLTR's earnings release, which doesn't seem to seem too weak at first glance, save for the issue of shrinking margins. DLTR is down about 10% as I type. The market is certainly reacting to the downside.

To the extent there is a reason for DG's month long swoon, I suspect it may be related to news coming out re: DG foot traffic, which puts it as lagging its peers in year over year comparisons: https://www.placer.ai/blog/dis....

I'm skeptical this is a long term concern for DG, and I'm holding a heavy amount, but that's my best guess as to the short term weakness, beyond "portfolio managers don't expect a swing up for this quarter".