Interesting video which is balanced and also discusses the negatives.

It reminds me of two books I read many years ago "Made in America" and the Walmart Effect" about of course Walmart and their rural infill strategy etc etc.

Interesting points are the closing down of smaller locally run stores (that had survived Walmart),

And other points

crime increase, theft, lower wages, staff turnover, areas already saturated with Dollar Stores resisting more and other rural communities resisting them.

Added to this consumer pinched wallets

Some random thoughts;

One

In an area where they were the only store supplying 367 people and other areas saturated by 70 Dollar stores in 10 miles (Atlanta) and
With already thin margins are they vulnerable if things slip just a little eg recent earnings and management update.

The fixed costs for the rural store with employees and rent was $1000 per day. Multiply that across the portfolio with margin pressure with the issues they're facing and that causes me concern. In the saturated areas similarly there's the same issues but with intense competition.

Two.

Given the saturation already and the stories about resistance from areas plus the drop off in economics of the business model, mixed with debt service is this a perfect storm and have things peaked? Are we set for a period of much lower growth and stagnation in earnings growth.