Dollar General remains a Buy, with resilient financials and robust expansion plans in both the US and internationally. DG raised full-year EPS guidance, reported strong sales and cash flow growth, and plans nearly 4,900 real estate projects in 2025. Macro tailwinds, including the potential for more rate cuts, could boost DG's customer base and expansion, despite ongoing consumer budget pressures.
Billionaire investor Seth Klarman, who has a net worth of more than $1 billion, is a very smart portfolio manager who runs the show over at Baupost Group.
Upgrade Dollar General to Buy as operational overhaul and digital initiatives drive broad-based customer momentum and improved fundamentals. DG's "Back to Basics" program and enhanced store experience are attracting both core and higher-income shoppers, fueling structural growth. Digital ecosystem, including delivery partnerships and the DG Media Network, unlocks high-margin revenue streams and...
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