
DG "Underperformer" Despite Earnings Rally, DLTR Risks Before Earnings
Schwab Network · Schwab Network
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Show Notes
Dollar General (DG) investors were happy to see a double-digit rally in shares after earnings. Arun Sundaram doesn't see those gains lasting. He points out the company's underperformance over recent years and a lack of in-store traffic growth as bearish signs for Dollar General. Ahead of Dollar Tree's (DLTR) earnings Wednesday, Arun notes the company's tariff exposure as a risk but cites price increases as a positive. George Tsilis later turns to options trades for both discount stores.
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