Dollar General has resumed buybacks, which should re-rate the stock about 20% higher. x.com 

Consumer-facing stocks remain vulnerable as even middle and upper-middle income shoppers pull back. Dave & Buster's fell 15% on ongoing "entertainment weakness", dragging the sector including Texas Roadhouse. Dollar General said at a Goldman conference that customers across income cohorts are somewhat distressed, with middle to upper-middle shoppers acting like lower-income ones. Diesel near $7 and gasoline near $4.50 add about $700M a day in fuel costs versus a year ago. x.com  x.com  x.com  x.com  … Show more

Dollar General faces limited square-footage growth as Amazon goes after rural food deserts. Andy Jassy's shareholder letter read as incrementally bearish for dollar stores. This counters a reply arguing Dollar General is too cheap given a much stronger balance sheet. x.com 

Target's turnaround continues with a solid beat and raise. Same-store sales rose 3.8% and transactions 3.6%, with higher gross and operating margins. Guidance moved higher, beating a high bar, with a 120 bp increase in operating margin. x.com 

Dollar Tree and Kohl's are catching a strong defensive value trade as mid- and low-tier consumers aggressively chase discounts. Both delivered blowout profit metrics, and their shares jumped 15% and 21% respectively. x.com 

Dollarama is too richly valued to own despite its dominance in Canada and decades of solid execution, even near a 52-week low and after Stifel's upgrade to buy. It makes a competitive business work by offering unbelievable deals versus other stores and Amazon. x.com  x.com  x.com  x.com