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Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG

The Acquirers Podcast

NOTE

Navigating Economic Challenges: Retail Resilience

Current economic pressures are significantly affecting retail dynamics, particularly for Dollar Tree and Dollar General. These stores are experiencing challenges related to the consumable sector, volume shifts, and capability to invest in maintenance and operations, directly impacting the shopping experience. The CEOs of both companies acknowledge that they are facing the most difficult period for their core customers, reminiscent of the 2007-2009 downturn. This context sets a concerning stage where their performance could unexpectedly decline, highlighting the fragility of their business models in response to changing economic conditions.

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