A couple of articles out on Dollar General:

https://www.fool.com/investing/2023/08/10/trading-...
Reports on McDonald's CEO Christopher Kempczinski stating they've seen a trend of higher income households trading down from full service restaurants to fast food, and suggests Dollar General might see a similar effect in their upcoming earnings release.

https://seekingalpha.com/article/4626858-dollar-ge...
Compares Dollar General to its "less profitable" and "less efficient" competitor Dollar Tree. It includes a conclusion that only 10.29% of the current share price of Dollar General is attributed to growth while 51.22% of the current share price of Dollar Tree is attributed to growth. The author doesn't explain why falling same store sales for Dollar General in Q1 isn't something to worry about - that seems to be what cause the large stock drop this year.

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