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Savers Value Village: Canadian Store Economics & New Store Execution
Jul 30, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 30, 2026
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
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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