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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
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Weekly update
Feb 11, 2025

Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR

MarkelUSLarge CapAppFolioYardiFive BelowGE AerospaceDollar GeneralWalmart
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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Weekly update
Oct 24, 2023

Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,

AmazonUSMega CapXPELFive BelowYelpCarvanaWayfairOverstockIntuitive SurgicalCarMaxMedtronicHEICO3M
Oct 23, 2023

Five Below: Store Conversion ROI, Stocking & Comparable Sales

Former District Manager at Five Below
IP Icon
IP Interview
Five BelowUSLarge CapDollar TreeLow Cost OperatorsConsumer DiscretionaryConsumer Staples

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