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Apr 21, 2025

BBB Foods Inc: Undercutting Walmex & Fresh Foods

Former VP at Walmart Mexico
Partner Interview
BBB FoodsMXMid CapFomento Econmico MexicanoWalMart de Mxico deDollaramaDollar TreeDollar GeneralBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation Technology
Apr 7, 2025

BBB Foods Inc: Growth Potential & Private Label Penetration

Industry Expert Mexico Discount Retailing
Partner Interview
BBB FoodsMXMid CapFomento Econmico MexicanoWalMart de Mxico deDollar GeneralDollaramaDollar TreeBIMLow Cost OperatorsConsumer StaplesConsumer DiscretionaryInformation Technology
Feb 17, 2025

Dollar General: COVID Hangover & Cultural Challenges

Former Regional Director at Dollar General
Partner Interview
Dollar GeneralUSLarge CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Feb 12, 2025

Dollar General: Labor and Strategic Challenges

Former Vice President at Dollar General
Partner Interview
Dollar GeneralUSLarge CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Feb 4, 2025

Dollar General: Supply Chain Challenges

Former Supply Chain Strategy Director at Dollar General
Partner Interview
Dollar GeneralUSLarge CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyScale EconomiesNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary

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