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AUTHOR
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9
member
7/17/24 3:46PM
Re: Re: cyclical or structural headwinds?
8
wow. okay. I'll bite at $77.
Bull thesis: this surprising 9% comp miss (!) seems to fully normalize SSS for the covid bump. CEO departure was the last straw & amplifies fear in the stock price.... login to read the rest
Hey moneytr33, great trade on this back in 2020. Any view on it here?
Looks like SSS missed big & early, with the FY guide for a 3-5% decline vs expectations for a standard +2%. Comps... login to read the rest
fwiw, DG has been doing low-to-mid comps for a while - that didn't change; DLTR just reached peak levels, but it fluctuates a lot, esp. since they did that stupid FDO acquisition (the Virus notwithstanding making... login to read the rest
Thanks. I just remember when dollar stores (DLTR etc) were supposed to be a "MSD% comps forever" growth algo and there was eventual decel/multiple derate. Not as big an issue if FIVE can keep opening
But I feel the most relevant question/pushback is how do you get comfortable w/ sustainability of comps?
you shouldn't care what I think, but here's one approach - you don't. Down comps don't mean ANYTHING if the underlying... login to read the rest
This is one of the few B&M retailers I'd consider looking at as a long bc of the unit growth and do agree they're relatively well positioned in a COVID recovery. But I feel the... login to read the rest
Thanks for the write-up. This is an interesting name. A few Qs por favor...How long is the honeymoon period for new stores? What do you estimate corporate overhead/support/distribution costs to be? Are these being ignored in valuation or... login to read the rest
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