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Bluesky · Hashtag

#$DG

23
posts · 30d
10
users
1
posts / day
2.3
posts / user
-25% vs last week

#$DG is an active hashtag on Bluesky. In the last 30 days, 10 people shared 23 posts with it — around 1 a day. Activity is down 25% versus the previous week, peaking on Aug 27 with 10 posts.

#$DG posts per day (last 30 days)

Related tags

Tags most often used together with #$DG.

#$DLTR 12 #$WMT 5 #$KR 5

Posts with #$DG

Carl Quintanilla
@carlquintanilla.bsky.social
7 days ago
DOLLAR GENERAL EXEC, at GS conference: “.. even that middle to upper middle is acting more like a lower income shopper .. we’re hearing more and more from them: ‘I don’t feel like I’m higher income at $100,000 any longer because of all of the headwinds ..” $DG
35 154 548
Lex Investor
@lex-investor.bsky.social
over 1 year ago
Closed out my #$DG position today, sized at 10% for a 2 month gain of 24%. (Roth IRA) What's attractive at one price, isn't as much at another.
2 0 17
Rahul Sharma
@retailguru.bsky.social
27 days ago
With retail reporting largely complete, picture of healthy consumer with most improvement at lower end & apparel strength. But shows how much Nike troubles are dragging on sporting goods retail globally at time of relative plenty. $NKE $ADDYY $DKS $DG $DLTR $BBY $WSM $URBN $ROST

Oof. ☠️. That mirage-like Footlocker turnaround drags down another high flier after Mary Dillion as Dicks warns. But $DKS is cutting outlook for core brand too as Nike struggles drag on industry across-board driving higher promotions & lower margin. $NKE $ULTA $ADDYY
0 4 15
Rahul Sharma
@retailguru.bsky.social
5 months ago
McDonald's here continues to describe low-end as pressured & declining. Fair to say $MCD has been more dour on this demo than most for a while now. This Q, $V $COF $SYF with much broader view of this consumer have cited no step-down & if anything improvement. $XLY $XLF $WMT $DG

Picture of global resilience continues to come through. System +6% & healthy/consistent across markets at McDonalds. Yeah $MCD cite flat US traffic but even that’s good in context of 4% pricing for pressured low end. 💪 $XLY $XLF $SBUX $LRLCY $V $BUD $AMZN
2 4 14
Rahul Sharma
@retailguru.bsky.social
12 days ago
Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
1 1 5
Rahul Sharma
@retailguru.bsky.social
7 months ago
Another strong Q at Dicks despite struggles at Nike, JD etc highlighting $DKS has morphed into a MUCH stronger business post COVID. I’m just surprised none of these retailers is using Iran to sandbag outlook. US retailers rarely pass up on that chance. $DG $TGT $XRT $XLY
0 0 6
Lex Investor
@lex-investor.bsky.social
over 1 year ago
"Our customers continue to report that their financial situation has worsened over the last year” (impacted by inflation) "Many […] report that (they) only have enough money for basic essentials, with some noting that they have had to sacrifice even on the necessities.” CEO #$DG
1 1 6
Rahul Sharma
@retailguru.bsky.social
4 months ago
Didn't realise that Walmart has faced a mix headwind from basics outpacing discretionary goods for as many as 18 quarters. That's 6 years! And kinda flies in the face of $WMT is cautious on consumer talk. 😮 $TGT $AMZN $DG $DLTR

Ex pharma deflation, Walmart US would have seen a further 50bp acceleration in comp to 5.1%. As at $TGT and $TJX, discretionary categories esp. apparel & hardlines doing well, as #2 discretionary US retailer confirms ongoing consumer strength. 💪 $WMT $AMZN $XLY $XLF $URBN
1 2 5
Rahul Sharma
@retailguru.bsky.social
7 months ago
Visa & Bank of America highlight resilience of US consumer in face of everything thrown at them. While $V disputes K-shape, citing decent spend even at low end, both $V & $BAC see solid credit quality across income cohorts. $MA $AXP $XLF $XLY $WMT $TJX $AMZN $DG
0 1 5
Rahul Sharma
@retailguru.bsky.social
8 months ago
Synchrony Financial says not seeing any signs of consumer weakness - in fact seeing business strengthening likely boosted further by tax refunds. Holiday focused spend at +4% even stronger than reported 3% purchase volume growth rate. $SYF $COF $XLY $XLF $WMT $LOW $V $MA $DG $DLTR

Synchrony insight into health of squeezed lower/mid-end US consumer: Purchase volume actually ticked up 100bp to +3%. Delinquencies/charge-offs still down y/y within planned range & payment rates elevated. Much less drama in actual data vs commentators. $SYF $COF $XLF $XLY $WMT $DG $DLTR
0 0 5
Rahul Sharma
@retailguru.bsky.social
7 days ago
$WMT & $ stores claim higher income shoppers trading down (grocers ARE losing custom on pricing). Dollar General CEO says $100K+ income 'don't feel I'm higher income'. But even $DG compelled to cite 'resilient' consumer (& it sells to some very low income demos). $KR $DLTR $ACI

Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
0 0 1
Rahul Sharma
@retailguru.bsky.social
7 days ago
'Relative' weakness at food & drug stores (being eaten alive by $WMT, $DG, $DLTR & $AMZN), department stores (as usual) & furniture (although much better than recent trend. August was a very strong month. Again watch what folks do, not what they say... $M $KSS $DDS $KR $ACI

US retail sales ex autos/gas up very strong 5.6% y/y. Sheer breadth - every category up, even furniture after long run of weakness. Online stole show again +10% but very discretionary areas strong like eating out, electronics, sporting. 🔥🔥 $XLY $XRT $XLF $AMZN $WMT $WSM $BBY
0 1 1

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