Discount Retail’s Opportunity
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 18 March 2021
⏱️ 14 minutes
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Summary
Dollar General and Five Below are in the same category and both came out with 4th-quarter reports that highlight (among other things) their opportunities for growth. Emily Flippen analyzes those stories, as well as Petco’s first earnings report as a public company.
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Transcript
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| 0:00.0 | It's Thursday, March 18th, welcome to Marketfoolery. |
| 0:05.7 | I'm Chris Hill, with me today, the one and only, heavenly flipping. |
| 0:09.2 | Thanks for being here. |
| 0:10.2 | Thanks for having me, Chris. |
| 0:11.9 | We've got discount retail, we've got pet retail. |
| 0:14.6 | We're going to start with dollar general. |
| 0:18.3 | And their fourth quarter was kind of all over the map. |
| 0:22.0 | Sales look good. |
| 0:24.0 | Profits were lower than expected. |
| 0:26.4 | The same store sales picture for the quarter seemed like it was pretty good, but shares |
| 0:31.5 | of dollar general are down 6-7 percent this morning. |
| 0:36.5 | Start wherever you want. |
| 0:37.5 | Like, when you look at dollar general this morning, what do you see? |
| 0:40.6 | What stands out to you? |
| 0:42.2 | Let's start with the good. |
| 0:44.0 | Dollar general has been a really consistent and economically profitable business for a very |
| 0:49.7 | long time. |
| 0:50.7 | And this quarter was no different. |
| 0:52.7 | They beat in terms of revenue and comparable store sale expectations. |
| 0:57.3 | Revenue was up nearly 18 percent, with same store sales up nearly 13 percent. |
| 1:02.1 | But that was also accompanied by this increase in operating profit as well. |
| 1:06.4 | So fundamentally speaking, good quarter for dollar general, which I'm sure has a lot |
... |
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