Stock Movers Dollar General Boosts Guidance, Costco Slips; Salesforce Gains on Forecast
Dec 4, 2025
Dollar General is on the rise, lifting its sales forecast and planning to open nearly 450 new stores. Meanwhile, Costco faces challenges with disappointing sales numbers, particularly in North America. Salesforce, on the other hand, celebrates a promising revenue outlook driven by its AI products, indicating strong customer interest. The retail and tech sectors emerge as focal points, offering insights into consumer behavior and market trends.
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Discount Retailers Gaining Ground
- Discount retailers like Dollar General are outperforming as lower-income consumers spend more per visit despite lower foot traffic.
- Valerie Teitel highlights Dollar General's beat on EPS and raised full-year guidance as evidence of this trend.
Use Retail Beats To Gauge Consumer Health
- Watch comparable-sales trends at discount chains to gauge low-end consumer strength.
- Use earnings beats and raised guidance, like Dollar General's, as confirmation of resilient demand.
Costco Signals Holiday Caution
- Costco reported weaker-than-expected November comparable sales, driven by soft North American performance.
- Nathan Hager notes this paints a cautious picture for consumer spending heading into the holidays.