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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks D / Dollar General (DG)
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Author: mattonegiallo   😊 😞
Number: of 285 
Subject: Temu market share
Date: 09/09/24 11:41 AM
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No. of Recommendations: 9
From an FT article, seems Temu is stealing some market share within discount, according to Earnest (they track CC data)
Excerpt from article:"In the space of two short years, its share of US discount spending has gone from zero to 17 per cent, according to consumer data analytics firm Earnest Analytics."
DG's fell from 63% to 52% and DLTR from 25.5% to 19.%

Financial Times: Content Ac297f38 ffeb 4761 a79d ac1246209bfe

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Members reply directly to mattonegiallo here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 284 posts about Dollar General. The article-length ones it recommended most:
DG earnings · 30 recs · 2024
Past as Prologue? · 27 recs · 2023
dg, the new value line, · 9 recs · 2024
TEMU · 9 recs · 2023
DG: Theft · 7 recs · 2024
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