Is Dollar General’s Growth Sustainable?

My advice is to sell Dollar General now, because its business model is not sustainable. This dollar store operator is headed up for a crackup and an implosion.

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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.

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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?

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