Explore our full content library.
Found 6 results in 3ms
Found 6 results in 3ms
Apr 21, 2025
BBB Foods Inc: Undercutting Walmex & Fresh Foods
Former VP at Walmart Mexico
Partner Interview
BBB Foods•MX•Mid CapFomento Econmico MexicanoWalMart de Mxico deDollaramaDollar TreeDollar GeneralBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation TechnologyApr 7, 2025
BBB Foods Inc: Growth Potential & Private Label Penetration
Industry Expert Mexico Discount Retailing
Partner Interview
BBB Foods•MX•Mid CapFomento Econmico MexicanoWalMart de Mxico deDollar GeneralDollaramaDollar TreeBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation TechnologyFeb 17, 2025
Dollar General: COVID Hangover & Cultural Challenges
Former Regional Director at Dollar General
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 12, 2025
Dollar General: Labor and Strategic Challenges
Former Vice President at Dollar General
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Weekly update
Feb 11, 2025
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Markel•US•Large CapAppFolioYardiFive BelowGE AerospaceDollar GeneralWalmart
Feb 4, 2025
Dollar General: Supply Chain Challenges
Former Supply Chain Strategy Director at Dollar General
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryYou've reached the end