Dollar General (NYSE: DG) Archives - Page 2 of 3 - Market Mad House

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel December 6, 2016 483 stores in the United States, Amazon (NASDAQ: AMZN), CEO Todd Vasos, Dollar General (NYSE: DG), Dollar General already operates 12, Dollar General simply lacks the resources to sustain its growth, Dollar General’s revenues grew by $150 million, Dollar Tree (NASDAQ: DLTR), Is Dollar General Making Money?, Is Dollar General’s Growth Slowing?, Is Dollar General’s Growth Sustainable?, Kroger (NYSE: KR), Target (NYSE: TGT), Walmart (NYSE: WMT), Walmart’s online discounting is undercutting Dollar General’s prices, Walmart’s Threat to Dollar General, Why Dollar General Investors will get burned

Is Dollar General’s Growth Sustainable?

Walmart’s online discounting is undercutting Dollar General’s prices and competing directly for rural customers. The recent acquisition of Jet.com gives Walmart even greater online discounting capabilities. Much of Dollar General’s success is in offering convenient local stores in small towns where there is no Walmart. Now Walmart can serve those customers without building a store. This should really worry DG investors because the National Retail Federation reported that more Americans shopped online than instore on Black Friday.

daniel November 29, 2016 Amazon (NASDAQ: AMZN), Amazon’s (NASDAQ: AMZN) core demographic, Costco Wholesale (NASDAQ: COST), dividend yield is not sustainable, Dollar General (NYSE: DG), Have Moms Deserted Target?, Target is slowly losing its momentum, Target’s (NYSE: TGT), Target’s Business Model is No Longer Working, Target’s revenues have fallen by nearly three and a half billion dollars over the past year, Walmart (NYSE: WMT), Will the Holidays Save Target?

Target’s Revenue Collapse Continues

Despite Mr. Market’s misplaced confidence, Target’s revenues have fallen by nearly three and a half billion dollars over the past year. The retailer reported revenues of $73.91 billion in October 2015 and $70.43 billion in October 2016. That indicates a major drop in sales at Target stores.

The Death Spiral

daniel September 15, 2016 Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Home Depot (NYSE: HD), Inside Eddie Lampert’s House of Horrors, Kmart, Lowe’s (NYSE: LOW), Macy’s (NYSE: M), revenue shrinkage at Sears is incredible, Sears Holdings (NASDAQ: SHLD), Sears' Incredibly Shrinking Revenues

Sears it’s Worse than We Thought

The revenue shrinkage at Sears is incredible, if it keeps up the retail icon might soon be smaller than dollar stores and rival department store operators.

The Death Spiral

daniel September 14, 2016 Amazon (NASDAQ: AMZN), Are Customers Deserting Target?, CVS Health (NYSE: CVS), Dollar General (NYSE: DG), Dollar Stores Boom at Target’s Expense, Dollar Tree (NASDAQ: DLTR), Is Jet Hurting Target?, JC Penney’s (NYSE: JCP), Kroger (NYSE: KR), Macy’s (NYSE: M), Sears (NASDAQ: SHLD), Target (NYSE: TGT), Target Feels the Amazon Effect, Target has some Things Going for It, Target is a Good Contrarian Investment, Walgreen (NASDAQ: WBA), Walmart (NYSE: WMT)

Target’s Summer of Pain, the Revenue Collapse Continues

It might be a coincidence but Jet’s revenue claims seem to match the drop in revenues at Target. In February 70% of Jet sales were from first time buyers. Particularly to worrisome to Target should be the fact that 81% of shoppers were unaware of Jet’s existence. That means it has a lot of room to grow and Walmart is now behind it.

Market Insanity

daniel September 13, 2016 Amazon (NASDAQ: AMZN), Business and tax revenue fell by €1 billion, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), How ISIS could make the Retail Apocalypse Worse, Income Inequality is Squeezing Dollar Stores, Macy’s (NYSE: M), SIS attack on Black Friday, Target (NYSE: TGT)

How Terrorism could Help Amazon, Dollar Stores squeezed by Income Inequality

A terrorist attack would wreak real havoc on US retail at a time when Macy’s (NYSE: M) is closing 100 stores and Target (NYSE: TGT) reported a $920 million decline in revenue. It would also accelerate trends that are pushing Amazon.

Market Insanity

daniel September 13, 2016 Dollar General (NYSE: DG), Dollar General CEO Todd Vasos, Dollar General recently cut prices on 450 bestselling items, Dollar Stores face Shrinking Customer Base, Dollar Tree (NASDAQ: DLTR), Dollar Tree CEO Bob Sasser, Dollar Tree’s big Gamble, How Jet could Threaten Dollar Tree and Dollar General, Is Dollar Tree a Good Investment?, Is Dollar Tree Making Money?, JC Penney (NYSE: JCP), Kohl’s (NYSE: KSS), Kroger (NYSE: KR), Walmart (NYSE: WMT)

Dollar Tree’s big Gamble on Family Dollar Pays off or Does It?

My take is that both Dollar Tree and Dollar General are overpriced stocks. Dollar Tree is a slightly safer investment because it has more cash but neither is a good long-term investment. The market they are in is simply too competitive and unstable to support their business models.

The Death Spiral

daniel September 5, 2016 Amazon (NASDAQ: AMZN), Bed Bath and Beyond (NASDAQ: BBBY), Big Lots (NYSE: BIG), Big Lots is Doomed, Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar General is partially Amazon proof, Dollar Tree Stores (NASDAQ: DLTR), Is Amazon Killing Big Lots, Is Big Lots Doomed?, Is Big Lots Making Money?, limited cash flows, Overstock.com (NASDAQ: OSTK), Target (NYSE: TGT), Walmart (NYSE: WMT)

Is Big Lots Doomed?

That leads me to reiterate an opinion I’ve expressed about Big Lots before, this company is simply not generating enough cash to survive. My prediction is that this chain will either collapse or merge with another retailer, unless it can greatly increase its cash flow.

daniel August 17, 2016 Amazon (NASDAQ: AMZN), Chipotle (NYSE: CMC), Costco, Costco Wholesale (NASDAQ: COST), Costco’s liquor business, Dollar General (NYSE: DG), Domino’s (NYSE: DPZ), How Kroger’s Marketplace Threatens Amazon, Kroger (NYSE: KR), Kroger Marketplace, Kroger’s gigantic Marketplace stores, Macy’s (NYSE: M), major threat to Whole Foods, Target (NYSE: TGT), Target and Walmart, Uber, Walmart (NYSE: WMT), Whole Foods Market (NASDAQ: WFM)

Kroger’s Threat to Walmart, Target, Costco and Amazon Revealed

The Marketplace is also a potential threat to Amazon because it could be used as a combination store and fulfillment center; something that Kroger’s King Soopers subsidiary is already experimenting with in Denver. I’ve actually been shopping there and seen employees pulling online orders from the shelves.

daniel August 8, 2016August 8, 2016 Adding $7.22 billion in revenue in one quarter, Amazon (NASDAQ: AMZN), Amazon’s Incredibly Growing Cashflow, Costco Wholesale (NASDAQ: COST), CVS Health (NYSE: CVS), Dollar General (NYSE: DG), Jet.com/Walmart combo, Jet’s current business model, Walgreens Boots Alliance (NASDAQ: WBA), Walmart (NYSE: WMT), Walmart-Jet, What Will Amazon do Next?, Yes Jet.com and Walmart could be a Threat to Amazon

Amazon is Unstoppable or is it?

Naturally investors will wonder if anybody could compete with Amazon. Interestingly enough there is one potential threat to Amazon – the combination of Walmart and Jet.com.

daniel June 20, 2016 Dividend, Dollar General (NYSE: DG), Dollar General is not a Value Investment, Dollar General’s Growth, Dollar General’s Reckless Expansion Plans, Dollar Tree (NASDAQ: DLTR), Is Dollar General Making Money?, Is Dollar General’s Growth Sustainable?, Is It Family Dollar All Over Again?

Is Dollar General’s Growth Sustainable?

Dollar General (NYSE: DG) just reported another quarter of phenomenal revenue growth. That raises the question: is the company making enough money to sustain; or justify, its ambitious expansion plans?