Explore our full content library.
Savers Value Village: New Store Unit Economics & CPC Model Challenges
Aug 24, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINTemuDollar GeneralDollar TreeCounter PositioningLow Cost OperatorsAug 24, 2026
BBB Foods Inc: Undercutting Walmex & Fresh Foods
Apr 21, 2025
Partner Interview
BBB Foods•MX•Mid CapFomento Econmico MexicanoWalMart de Mxico deDollaramaDollar TreeDollar GeneralBIMApr 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 TreeBIMApr 7, 2025
Dollar General: COVID Hangover & Cultural Challenges
Feb 17, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsLow Cost OperatorsFeb 17, 2025
Dollar General: Labor and Strategic Challenges
Feb 12, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsLow Cost OperatorsFeb 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 GeneralWalmartProcess PowerLow Cost Operators
Feb 11, 2025
Dollar General: Supply Chain Challenges
Feb 4, 2025
Partner Interview
Dollar General•US•Large CapWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsLow Cost OperatorsFeb 4, 2025
You've reached the end