DG

After Dollar General’s (DG) disastrous earnings couple of weeks ago, I was quite concerned about their prospects in the near-term. However, a week later after digesting through Dollar Tree (DLTR) as well as DG management’s explanation in the Goldman Sachs Retailing Conference, I have updated some of my

Disclosure: I own shares of Dollar General I first wrote my Deep Dive on Dollar General back in August 2023. While I wasn't initially excited about owning a piece of the company despite the stock being down 40% from peak then, I changed my mind when the stock

Disclosure: I own shares of Dollar General “Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down.” I actually wrote that in last quarter’s update and surprisingly, this event more or

Disclosure: I own shares of Dollar General Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down. Despite the somewhat bizarre stock price reaction throughout the day, I think the worst days