One of the biggest issues with dollar general and dollar tree is that they actually charge more on a piece by piece or ounce for ounce basis than walmart on the majority of the items. They might make the package smaller to appear cheaper but people who are cost averse are taking notice. so The only incentive for shopping at these places are usually distance to travel from home or faster in and out time in the store versus the large box stores where you have to walk long distances to get to the different products you might need. These things need to be considered
I make 80k, very strict budget, 6kids, shop walmart 1st&15th pickup service, Amazon for needs that come up, & utilize DOLLAR GENERAL like a convenient store.
Ive worked closely with amazon and its rural logistics. They have already reached into the monitizable rural population yrs ago. At this point its about improving routes - DGs market shares is safe in those regions.
I feel pretty good about this one. Will add a small position because I wouldn't want DG to be a big portion of my portfolio because of some mismanagement of capital in the past. Thank you for your analysis!
Best tactic i’ve ever seen a store use to prevent shop lighting is they took screen shots from the security cameras of the people they knew stole..and literally posted 8 x 10 photos of them at the checkout counter…they’re theft at that store is or “shrink” is less than 1% now. Before it was 5% lol It’s a gas station by the way.
Some additional comments on the excellent analysis you do is that one could argue that the EBIT margin got a COVID boast. In addition, it is worth assessing their locations as a significant moat as you also mention.
Lol. I actually didn't use any gel here, though it might have looked like it. I just put a lot of water on my hair, because otherwise it was too poofy!
I think new competitors are really entering the scene and eating their market share. There's Temu, Shein, and Amazon for cheap junk. Aldi and Trader Joes for cheap groceries and consumables.
Interesting to see that their customer base is basically running out of money in the last week of every month. DLTR is echoing the same sentiment. I think it will be interesting to see if the middle class consumers will trade the convenience of something like Walmart pickup/delivery or if they will take on more debt. Interesting times ahead.
the "shrink" excuse retailers have been using to explain poor sales, has been thoroughly debunked. "Shrink" temporarily became the new "bad weather" for retailers. Most "shrink" is internal (employee theft and damaged goods).
I still haven't understood from you if there really is a chance for a 200% upside like the title of the video. Another thing, we would be happy if you could produce more content like this on stocks with high upside potential at really, really low prices like AI companies for their shares, etc. or real estate companies due to interest rate cuts or other sectors with high potential. In any case, really thanks for all the content you upload. It sounds like it has a wide and professional scope of knowledge. 🙏🏻💯💚🤓😎
thanks for the videos. However i feel that the AI ticker chat logo is really a rookie logo. Doesn't look professional. Sorry for the kind of rude feedback. Atleast an honest one.
I would love to hear more about your personal journey and why buying a company discounted by Mr. Market is no longer your first choice? A fair price does not gaurentee reliable earnings growth.
One of the biggest issues with dollar general and dollar tree is that they actually charge more on a piece by piece or ounce for ounce basis than walmart on the majority of the items. They might make the package smaller to appear cheaper but people who are cost averse are taking notice. so The only incentive for shopping at these places are usually distance to travel from home or faster in and out time in the store versus the large box stores where you have to walk long distances to get to the different products you might need. These things need to be considered
This is not necessarily true. Walmart experience is horrible as well
I make 80k, very strict budget, 6kids, shop walmart 1st&15th pickup service, Amazon for needs that come up, & utilize DOLLAR GENERAL like a convenient store.
I'm happily buying shares knowing this could easily 3x in 5yrs.
For eveyone talking trash about this wonderful retailer THANK YOU !!!
Market Cap $16.5 Billion
Enterprice value $33.5 Billion
That being said. Do I need to watch the video??
@@babyprince84ukleasing debt
Ive worked closely with amazon and its rural logistics. They have already reached into the monitizable rural population yrs ago. At this point its about improving routes - DGs market shares is safe in those regions.
Helpful context! Thank you for sharing.
I feel pretty good about this one. Will add a small position because I wouldn't want DG to be a big portion of my portfolio because of some mismanagement of capital in the past. Thank you for your analysis!
The problem is their supply chain, people would buy more but a lot of merchandice isnt available or not on the shevles . Turnover is very high also
Best tactic i’ve ever seen a store use to prevent shop lighting is they took screen shots from the security cameras of the people they knew stole..and literally posted 8 x 10 photos of them at the checkout counter…they’re theft at that store is or “shrink” is less than 1% now. Before it was 5% lol It’s a gas station by the way.
Here in LA I believe they beat out 99 cent store, their major competitor. 99 cent store is no longer.
Some additional comments on the excellent analysis you do is that one could argue that the EBIT margin got a COVID boast. In addition, it is worth assessing their locations as a significant moat as you also mention.
Love the hair gel! Other people will say it's too much, but I think it's exactly right.
Lol. I actually didn't use any gel here, though it might have looked like it. I just put a lot of water on my hair, because otherwise it was too poofy!
I think new competitors are really entering the scene and eating their market share. There's Temu, Shein, and Amazon for cheap junk. Aldi and Trader Joes for cheap groceries and consumables.
I agree.
DG........
WELCOME TO THE 60'S !
1/14/25.
You're one of the better TH-cam stock analyzers. I'm a Buffet and Musk hybrid.
Thanks for your note! That's a very unique hybrid, I like it!
Thanks for the video. Would love to hear your current opinion on Celsius after hitting the $30 price point.
Will make that happen! Thanks for tuning in!
When you quoted Charlie, I subscribed.
LOL. I used to have his picture up in my dorm room at UCLA.
Nice video
PLEASE 🙏 Evaluate SoFi? Looks like a great growth rate, is it a buy now?
th-cam.com/video/xpoXLpPDJUw/w-d-xo.html
Dollar tree vs Dollar General what's the difference between between these two?
That would be a great video!
As a consumer, Dollar Tree >>>>>> Dollar General
@@ZZ72774 I shop more at dollar tree. Sold my dollar general and jumped on board at dollar tree
Walmart is all time high ..tx max stock and Ross stores are kinda fine ...
Think you missed on the title here buddy, but at least the hair is awesome again
hair is phenomenal I would say 😂
Fixed thanks for calling out!
Interesting to see that their customer base is basically running out of money in the last week of every month. DLTR is echoing the same sentiment. I think it will be interesting to see if the middle class consumers will trade the convenience of something like Walmart pickup/delivery or if they will take on more debt. Interesting times ahead.
100% not good for a societal moral fabric perspective.
the "shrink" excuse retailers have been using to explain poor sales, has been thoroughly debunked. "Shrink" temporarily became the new "bad weather" for retailers. Most "shrink" is internal (employee theft and damaged goods).
I still haven't understood from you if there really is a chance for a 200% upside like the title of the video. Another thing, we would be happy if you could produce more content like this on stocks with high upside potential at really, really low prices like AI companies for their shares, etc. or real estate companies due to interest rate cuts or other sectors with high potential. In any case, really thanks for all the content you upload. It sounds like it has a wide and professional scope of knowledge. 🙏🏻💯💚🤓😎
CEO was conveniently "under the weather" during the earnings call...
thanks for the videos. However i feel that the AI ticker chat logo is really a rookie logo. Doesn't look professional. Sorry for the kind of rude feedback. Atleast an honest one.
Always appreciate honest feedback! Thank you
Love the Seinfeld reference.
Market Cap $16.5 Billion
Enterprice value $33.5 Billion
That being said. Do I need to watch the video??
Video request: Ross Stores, Inc. (ROST) stock
Their sister company D&G Dolce & Gabbana seems to be thriving ☕️🐸 #HungerGames #15minuteCities
There is a good article in the FT on how Temu is hurting dollar stores in the US
I would love to hear more about your personal journey and why buying a company discounted by Mr. Market is no longer your first choice? A fair price does not gaurentee reliable earnings growth.
First wooo
Thank you for watching!
Competition is really hurting them, especially Walmart. I think much better opportunities oit there to invest.
Your title isn't right
Fixed!! Thanks for calling out
DG is known as the absolute worst place to work... uninvestable
Thanks Robin for calling out!
I’m a store manager in Arkansas, and I think it’s pretty decent.
Temu