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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Is Aldi a Threat to Dollar General?

My advice to investors is to stay away from Dollar General because it is playing a dangerous game of expansion in an increasingly complex and competitive market. That market is made all the more dangerous by the growing presence of such an aggressive rival as Aldi.

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Five Below: Is This Discounter Growing Too Fast?

One danger that online retailers such as Amazon.com present to Five Below is that they take away higher-income customers that spend more. Middle- and upper-class shoppers with higher incomes and credit cards are more likely to shop online even for items like groceries and household supplies. That reduces the number of potential customers and, worse, leaves the discount chains to fight over customers with limited amounts of money.

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