Entrepreneur & Investor.
Entrepreneur & Investor.
dollar general's biz model

Issue #70: Dollar General’s Biz Model

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues.

Today’s gem is this video explainer of Dollar General’s business model (click below to play).

The video is worth the full 20-minute watch. It’s a truly mind-blowing business, and I didn’t fully appreciate how its supply chain and economics all work (and, how popular dollar stores have become in general).

Dollar General’s stock is down nearly 60% this year after a solid decade of growth (10x from 2009 to 2022). Just short-term panic? Or is this retail concept sustainable and defensible over the long run?