Subject: Re: Earnings
Number of Dollar General stores in the United States in 2024
https://www.scrapehero.com/loc......


Crazy how many of them there are! The above link indicates that in some states, like Alabama, Kentucky and Tennessee, there is a DG store for every 5-6k residents. They have more than 20,000 stores already, and want to open another 800 this year. Dollar Tree and Family Dollar have over 16,000 stores, and there are 5000 Walmarts too. Walmart says 90% of Americans live within 10 miles of a Walmart. And then there's Amazon...

I guess a lot of this has been true for a long time, and dollar stores have generally done well, even if they can't really compete with Walmart on price. But to what extent are they just starting to cannibalize each other?