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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: bigshan ⎊  😊 😞
Number: of 15055 
Subject: Re: OT: Dollar General
Date: 09/13/2023 4:31 PM
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<If you drive around in the south-east US a lot, you see a lot of small towns where there is a gas station and a DG or DLTR. And nothing else. Shopping there isn't so much a habit as a necessity.>

I believe that's a necessity. Then there're questions: what's the percentage of DG's profit come from such areas? How long will these areas stay unchanged given new immigration and population growth. If it's a good business in these areas, why wouldn't unmanned stores like Amazon-GO become a serious threat?
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