OT: Dollar General

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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A couple of articles out on Dollar General:

fool.com - Trading down mcdonalds dollar general dollar tree
Reports on McDonald's CEO Christopher Kempczinski stating they've seen a trend of higher income households trading down from full service restaurants to fast food, and suggests Dollar General might see a similar effect in their upcoming earnings release.

seekingalpha.com - Dollar generals growth is undervalued relative to dollar tree
Compares Dollar General to its "less profitable" and "less efficient" competitor Dollar Tree. It includes a conclusion that only 10.29% of the current share price of Dollar General is attributed to growth while 51.22% of the current share price of Dollar Tree is attributed to growth. The author doesn't explain why falling same store sales for Dollar General in Q1 isn't something to worry about - that seems to be what cause the large stock drop this year.

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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:

BRK: Why Not XOM? · 62 recs · 2024

Second quarter comments · 60 recs · 2023

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Summary of 2Q 2026 · 54 recs · 2026

3Q Summary · 53 recs · 2024

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