Subject: Re: What's Going On At Dollar General?
Thanks for this. An older substack piece, pre Q2, that is also worth a read:

https://open.substack.com/pub/...

I think the discussion of the unexplained resignation of the CFO now seems prescient, among other things (e.g., I think DG's failure failure to compete with WMT on price really showed up in Q2, as did the admission that the labour issue is probably a longer lasting item that it appeared in Q1).