Added to YB: 2023-09-26
Pitch date: 2023-09-26
DG [bullish]
Dollar General Corporation
+23.09%
current return
Author Info
No bio for this author
Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$26.7B
Pitch Price
$99.37
Price Target
N/A
Dividend
1.95%
EV/EBITDA
7.08
P/E
17.09
EV/Sales
0.95
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Dollar General Keeps Slumping: Finally Time To Buy?
DG (new position): Discount retailer down 50%+ to $108. Author initiates small long, viewing pandemic EPS ($10.50) as overearned; assumes conservative $6/share defensible base (18x). Analyst estimates still falling; may drop 10-20% more. Bull case $175-200. Recession trade-down favors dollar stores vs middle-class retail. High variance, tiny ~0.5% position as retail is hard.
Read full article (9 min)