Dollar General ($DG) podcast mentions

1. No. But I mean, if you look You look at the stock in Kroger, I think Kroger very much is— that's the economy when it comes to the individual who's not making a huge amount of money. And you can just look at the stock in Kroger. There it is. That represents the individual trying to be able to keep up. And then because people feel that Dollar Tree and Dollar General, that those sizes are bigger, they don't really understand it. They should just look— I mean, like a lot of the younger people, they go and they just see them doing this stuff. They look at the OZ and figure it out. But if you look at Dollar Tree and Dollar General, I don't think they're the bargain that they claim they are. But Kroger's trying to be the bargain. And look what happens when you're trying to be the bargain. They're getting killed 11 times earnings. It's a legitimate company. Oh, there we go. Yeah. Dollar Gen. Yeah.

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2. That's just right, right. Affirm. I'll have to tell you, if you want to know what, what trading down looks like in a positive way, you just look at what Winnie Park has done at Five Below. Still one more amazing quarter. Now, both Dollar Tree and particularly Dollar General had good numbers, but this is an extraordinary one. They went from— she went from first cleaning up the shrink to then working literally every foot of the store down to the back and has made it quite an exciting place. And she's a very good executive, unsung.

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