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Posted by
Two Blokes May 20, 2025 -
Filed in
Stock
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Dollar General has addressed COVID-era margin issues with a 'Back to Basics' turnaround, targeting shrink, inventory, and store upgrades. Core low-income customers remain pressured by inflation, but labor market strength and moderating food costs offer stabilization potential. Remodels and improved service are attracting higher-income 'trade-down' customers, boosting average transaction size and margins.