I have a hard time pulling the trigger on Dollar Tree or Dollar General from personal experience. When I've gone locally, the stores are pretty bad. The stores are dirty, inventory is on the ground, lines are long, employees do not seem happy, and the prices aren't even that good on a number of items. It might just be a couple of bad stores out of 10,000+, and it is a terrible reason not to invest in something, but it has made me pause anyway.

Because I stopped there, so I didn't get to - in the case of DG - look at that debt level and maturity... I changed my mind while I was writing that to not be lazy, and looked in https://investor.dollargeneral.com/download/compan... and page 119 worries me a bit with near term debt maturity ($1.5B in <1 yr?), their current rating, and cost of refinancing.

I also feel like I'm waiting for the entire market to go on a better sale.

Berkshire Hathaway FAQ

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