Ten Threats to Dollar General (and Dollar Tree)

The conventional wisdom is that Dollar General is “Amazon Proof,” but conventional wisdom is often dead wrong about the Everything Store.

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Is Walgreens Feeling the Amazon Effect?

Walgreens Boots Alliance (NASDAQ: WBA) appears to be the latest retailer to experience the “Amazon Effect.” The drugstore giant just reported its second straight quarter of declining revenues.

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Why are Walgreen and Rite Aid’s Revenues Dropping?

Rite Aid reported revenues of $32.64 billion in August 2016 that fell slightly to $32.57 billion in November 2016, Ycharts data indicated. During the same period in 2015, Rite Aid’s revenues grew by $1.46 billion; rising from $27.85 billion in August 2015 to $29.31 billion in November 2015.

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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.

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Walgreens Pulling back from Ecommerce

Walgreens was not able to compete directly with Amazon online. The online-retail Goliath threatens Walgreens; which is heavily reliant on sales of beauty products, nonprescription drugs and toiletries.

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Can Walgreens Survive Brexit?

The most interesting twist in this saga is that it appears Walgreen Boots Alliance can survive without Rite Aid, but Rite Aid might perish without Walgreen. The May 31 numbers show that Walgreen is making money but Rite Aid is not.

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Is the Walgreens’ Rite-Aid Deal Dead?

Another possibility is that Walgreen will dismember Rite Aid in order to comply with the FTC’s wishes. The larger drug store operator might sell off a large percentage of Rite Aid’s stores, and keep just the ones it wants.

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Why Have Proctor & Gamble’s Revenues Collapsed?

These numbers show us that Proctor & Gamble is a great company with a good business model that generates a lot of float. It has a lot of cash and that cash is increasing. These numbers mean that the revenue losses might not affect the company’s long term operations.

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The Retail Apocalypse: It’s Far Worse than You Think

A side of effect of shrinking incomes is the dramatic increase in aggressive discounting. Discounters grow because they can offer lower prices. When they reach a certain size, discounters get enough leverage to force suppliers to lower costs, which makes even deeper discounts possible.

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