Dollar General was a darling of the market for the past decade. In a classic example of how quickly a retailer can be humbled by the market and competitive forces, the share price has collapsed this year and there are good reasons why. Far from being a bargain, we think the pain is only just starting. With a strategy that seems certain to cause a structural drop in margins, Dollar General is in trouble.

This content is for Premium and Premium – Annual members only.
Login Join Now