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BBB Foods Inc: Undercutting Walmex & Fresh Foods
Apr 21, 2025
Partner Interview
BBB Foods•MX•Mid CapFomento Econmico MexicanoWalMart de Mxico deDollaramaDollar TreeDollar GeneralBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation TechnologyApr 21, 2025
BBB Foods Inc: Growth Potential & Private Label Penetration
Apr 7, 2025
Partner Interview
BBB Foods•MX•Mid CapFomento Econmico MexicanoWalMart de Mxico deDollar GeneralDollaramaDollar TreeBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation TechnologyApr 7, 2025
Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 17, 2025
Dollar General: Labor and Strategic Challenges
Feb 12, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 12, 2025
Weekly update
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Feb 11, 2025
Markel•US•Large CapAppFolioYardiFive BelowGE AerospaceDollar GeneralWalmart
Feb 11, 2025
Dollar General: Supply Chain Challenges
Feb 4, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryFeb 4, 2025
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