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Author: dpla3   😊 😞
Number: of 48460 
Subject: What's Going On At Dollar General?
Date: 09/11/2023 11:30 PM
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No. of Recommendations: 10
A good article on DG.
https://eaglepointcapital.substack.com/p/whats-goi...
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Author: Alias   😊 😞
Number: of 48460 
Subject: Re: What's Going On At Dollar General?
Date: 09/12/2023 4:38 AM
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thanks. decent post, just had a read of some of their other posts
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Author: Lear ✶🐝  😊 😞
Number: of 48460 
Subject: Re: What's Going On At Dollar General?
Date: 09/14/2023 11:20 PM
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Thanks for this. An older substack piece, pre Q2, that is also worth a read:

https://open.substack.com/pub/guastywinds/p/dollar...

I think the discussion of the unexplained resignation of the CFO now seems prescient, among other things (e.g., I think DG's failure failure to compete with WMT on price really showed up in Q2, as did the admission that the labour issue is probably a longer lasting item that it appeared in Q1).





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