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Halls of Shrewd'm / US Policy❤
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Author: hclasvegas   😊 😞
Number: of 15058 
Subject: O/t, dollar stores,
Date: 06/10/2025 8:27 PM
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No. of Recommendations: 1
“ The House Republican reconciliation bill, currently at the Senate, would, if passed and signed by President Trump, reduce federal spending on the Supplemental Nutrition Assistance Program (SNAP) by $300 billion through 2034.

Goldman Sachs' retail desk found that SNAP dependency across major retail chains is very alarming and clear, with Dollar General (DG) and Dollar Tree (DLTR) most exposed if SNAP reductions are seen.“. https://www.zerohedge.com/markets/mapping-out-welf...
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Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 48448 
Subject: Re: O/t, dollar stores,
Date: 06/10/2025 9:12 PM
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No. of Recommendations: 7
...with Dollar General (DG) and Dollar Tree (DLTR) most exposed if SNAP reductions are seen."

DG is probably second most exposed due to the demographic profile of their customers.
Hungry broke people are probably most exposed.

Jim
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Author: hclasvegas   😊 😞
Number: of 48448 
Subject: Re: O/t, dollar stores,
Date: 06/10/2025 9:34 PM
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No. of Recommendations: 0
" Snap benefits can be used for Any food for the household, such as:
Fruits and vegetables;
Meat, poultry, and fish;
Dairy products;
Breads and cereals;
Other foods such as snack foods and non-alcoholic beverages; and
Seeds and plants, which produce food for the household to eat."


Sadly, these funds can be used for junk food and soda.


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