Subject: Re: OT: Dollar General
<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?