Seeking Alpha
  • Dan Greenberg
    $DG - if $WMT is reporting low revenue, isn't it possible their customers are continuing their switch to dollar stores, making $DG Q higher?
    Reply (2)
    • Bob de'Long: We have both here. I don't see 'em as direct competitors. $DG is higher priced but have more stores = more convenient, esp w high gas prices
    • Dan Greenberg: Gas definitely an issue. Seems $ stores sunk on WMT announcement couple weeks back, just wondering if that's maybe good news for trade-down
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