No. of Recommendations: 6
https://seekingalpha.com/article/4638184-dollar-ge...I thought this was a worthwhile and balanced piece. Interesting that the prior DG CEO is now at Dollar Tree. Excerpt:
'Dollar General has been a strong earnings compounder, even outperforming Visa and Google, with a 10x increase in EPS at a 20% CAGR since 2010.
The company's volatile performance includes a 150% price rise followed by a decline, raising questions about its future prospects.
Its business model offers a unique value proposition to low-income shoppers in rural/troubled areas, but faces limitations in store growth potential and renewed competition from Family Dollar.'