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Siyu Li @siyul on x 6712 followers
Created: 2025-07-18 23:06:45 UTC
At "Under the Hood", we analyzed retail space in Sep 2024, highlighted the sharp perf contrast (super-centers vs Dollar Store).
$WMT $TJX vs $DLTR $DG $FIVE
We explained why supercenters' outperformance was overdone, and why we picked $DLTR as a compelling buy with short-term catalysts.
Dollar Stores have since outperformed supercenters as a group, and $DLTR led the pack, with a XX% increase, as it divested FDO, unlocking its Sum-of-the-Parts potential, as I laid out in my research.
Removing the paywall for those interested in learning the "Under the Hood" research approach. (link in bio)
XXXXX engagements
Related Topics dltr wmt $dltr money $6753t hood $wmt stocks consumer defensive