Subject: Re: A far better DG analysis
I read the linked article and didn't think it was very good trying to make broad economic predictions and apply it to DG. Jim pointed out factual errors and called 'It's an odd article.' So not a good article.

DG's share price has had a precipitous decline, now at about 40% of the high.

The store conditions can be improved with effort if management cares. Staffing and store management doesn't look to be in crisis. Inventory magnitude and turn can be managed. Inflation and interest rates are problems but the rate of change has slowed. We will have to see if they can keep profit margins and debt manageable. A collapse in sales seems unlikely.

I bought at $125 and again at $114. The price now looks in a local minimum. It can always go lower.