Dollar General Corporation (DG): A Bull Case Theory

We came across a bullish thesis on Dollar General Corporation (DG) on Enterprising Investor’s Substack by Tyler Moody. In this article, we will summarize the bulls’ thesis on DG. Dollar General Corporation (DG)'s share was trading at $80.38 as of Oct 25^th. DG’s trailing and forward P/E were 12.50 and 12.36 respectively according to Yahoo Finance.

Dollar General (DG) has experienced a steep 70% decline since its 2022 peak, now trading at $80 with a market cap of just under $18 billion. As a discount retailer focused on rural areas, DG operates around 20,000 stores, typically...