This seems to be the central discussion forum for Dollar General.

For various reasons, I have been modeling the impact of a China invasion of Taiwan in my portfolio. I know that most non-grocery items in discount retail, even moreso than other sectors, are China imports. I know there are US macro reasons for the drop in price across a number of US discount chains, but I'm concerned this is another signal and I own shares of DG and I'm not sure what the short and long term impact would be.

I suspect, to the point where global logistics weren't impacted, that supply chain would shift to India, Vietnam, and other countries offering similar production capability. I don't think the need for these types of chains would go away, either. But I was curious for others thoughts. DG (and Intel, also involved in modeling this scenario) are both prominent Falling Knives.