Top 5 Dollar Stores Stocks that Could Beat Amazon

Opinion about DOL-T: Great numbers yesterday, as well as an all-time high. Still likes it. Canadians continue to downshift spending into more affordable channels. 60% of sales from private labels, which increases margins and differentiates themselves from competitors (not that there are many). International expansion into Dollar City in Latin America is good for long-term…

Opinion about DLTR-Q: They reported today: sales grew 11.3% and beat and earnings beat. DT reports the highest growth coming from their richest customers, namely over $100,000 annual income. Unlike DG, Dollar Tree could be hurt by Trump's tariffs; TF said that this quarter their earnings could slide 45-50%, then re-accelerate later this year. Also,…

Opinion about DG-N: Yesterday they reported a fine quarter: beating revenue, 2.4% same-store sales growth (beating) with strength in every major product category, gross margins beat due to a theft crackdown. Earnings beat and were excellent. DG repeated tat they will keep prices low amid Trump tariffs. DG's customer survey revealed that 60% of their…

Opinion about BIG-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. BIG's small size ($141M) and debt ($2.3B) and losses ($180M last year) do make it very financially risky. Bloomberg calculates a 'default risk ratio' and it is 27.3%, about as high as we see on a company that has yet to restructure.…

Opinion about FIVE-Q: It reports Wednesday. How much longer can they put a lid on prices, driven up by tariffs? That said, he expect a good quarter, because they got a lot of merchandise before tariffs. But he's worried about guidance--they may need to raise prices.