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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: rnam ✭☼  😊 😞
Number: of 285 
Subject: Re: DG: Theft
Date: 03/15/24 10:46 AM
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Notably, shrink was flat during the quarter, slightly better than our expectations, reflecting the impact of our investments this year in training, labor, and new fragrance fixtures.

For the full year, shrink as a percentage of sales increased 40 basis points. Moving to expenses, SG&A increased 7.6% to $820 million. Overall SG&A spend was better than planned due to focused expense management and a shift in timing of certain strategic investments. As a percentage of sales, SG&A decreased 50 basis points to 23.1% compared to 23.6% last year,

seekingalpha.com - Ulta beauty inc ulta q4 earnings call transcript

In contrast to DG, ULTA mentioned shrink or theft only twice in the earnings call. Also there is better control over expense management than DG.
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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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