Quality company at fair price/overpriced?
$Dollar General(DG.US$
Hmm assets have doubled since 2019 and liabilities by 3x, does such aggressive expansion signal strong confidence by management? revenues have increased 40%, nets sales per square ft 15% with better products like fresh food and new customer segments, new stores count growth 5%. clear market leader in dollar stores. Potential store count could double before high coverage of US within 5mile range, with network effects. Entrenched in Texas and 50% of stores in 10/50 US states. while the real estate appreciates with inflation.
Hmm assets have doubled since 2019 and liabilities by 3x, does such aggressive expansion signal strong confidence by management? revenues have increased 40%, nets sales per square ft 15% with better products like fresh food and new customer segments, new stores count growth 5%. clear market leader in dollar stores. Potential store count could double before high coverage of US within 5mile range, with network effects. Entrenched in Texas and 50% of stores in 10/50 US states. while the real estate appreciates with inflation.
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