This is a bit dated now, but I noticed Placer.ai put out its Q3 summary on foot traffic at dollar stores (and other retailers) a little while back. Looking at all of Q1 - Q3, here are placer.ai's numbers:

Share of visits by chain

                 Q1.     Q2.     Q3. 
DollarTree.      37.9%.  39.4%.  38.3%
Dollar General.  35.5%.  32.9%.  36.0%
Family Dollar.   13.9%.  13.4%.  11.2%
All other.       12.7%.  14.3%.  14.5%

To the extent placer.ai is providing accurate data, and the above chains are in competition with one another, DG's Q3 traffic gains (+3.1 quarter over quarter) are likely mostly coming at the expense of Family Dollar (-2.2%), which is the other dollar store retailer with a significant rural presence.

This conclusion is supported by the year over year data for each chain.

The year over year traffic comparisons with respect to "quarterly visits" for DG are: -3.8% (Q1 '23 v Q1 '22); Q2, -2.9%; and Q3, 0.0%.

For Family Dollar, the Y/Y numbers are +3.1%, +5.1%, and -3.0%.

The headline data provided by placer may be evidence that DG's promised competition on pricing has had some of the intended effects, and that Family Dollar's initial success at growing traffic via price cuts and other efforts has been countered.

That said, there's a lot that placer's public reporting doesn't say or disclose, so the above is offered with a large grain of salt.

All of the above is from Placer.ai White Papers, and specifically "Placer.ai’s Q1 2023 Quarterly Index" through Q3: https://www.placer.ai/resources/library/white-pape...

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