Dollar General: A Challenger Economic Background

LZ: Dollar Gen, this is a name that I know that you like to focus on. You think it's a pretty decent indicator of a certain sort of consumer and some of the things that they had to say. LZ: People are getting $100 delivered a week from chewy versus shopping at a dollar store. The only thing that isn't there is the broader market, which again, is being buoyed by a handful, dozen, whatever names. But the Fed's got a tough job here.