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Sundaram: DG Earnings Pop Doesn't 'Change Thesis,' Has Ways to Go

Sundaram: DG Earnings Pop Doesn't 'Change Thesis,' Has Ways to Go

Schwab Network · Schwab Network

March 13, 20258m 45s

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Show Notes

"Expectations have been lowered for many years" around Dollar General (DG), says Arun Sundaram. He anticipates expectations to remain lowered after this morning's earnings report. While Arun sees bright spots in the company's outlook, he says it will take years for a turnaround story to take shape. Tom White later offers example options trades in Dollar General and Dollar Tree (DLTR).


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