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11.06.25 - 02:19
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Mapping Out Welfare Shockwave By Retailer If SNAP Cuts Passed (ZeroHedge)
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Mapping Out Welfare Shockwave By Retailer If SNAP Cuts Passed
The House Republican reconciliation bill, currently at the Senate, would, if passed and signed by President Trump, reduce federal spending on the Supplemental Nutrition Assistance Program (SNAP) by $300 billion through 2034.
Goldman Sachs' retail desk found that SNAP dependency across major retail chains is very alarming and clear, with Dollar General (DG) and Dollar Tree (DLTR) most exposed if SNAP reductions are seen.
SNAP-linked exposure to sub-$70K income households hits 5.2% at DG, 3.5% at DLTR—compared to just .4% at Sprouts (SFM). Even Walmart (WMT) isn't safe, with a 3% exposure to SNAP.
"Based on household income profiles and average county exposures, we found that DG and DLTR have the highest exposure to SNAP consumers relative to the other companies, with BJ and SFM having the smallest exposure," Goldman analysts, led by Kate McShane, wrote in a note on Tuesday.
McShane noted that many of these...
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10.06.25 - 13:36
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Former Dollar Tree CIO Josh Jewett Joins FourKites′ Strategic Advisory Council (Business Wire)
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Retail technology leader brings strategic IT expertise to supply chain platform's advisory councilCHICAGO--(BUSINESS WIRE)--FourKites®, the global leader in AI-driven supply chain transformation, today announced that Josh Jewett, operating partner at NewRoad Capital Partners and former Chief Information Officer at Family Dollar and Dollar Tree, has joined its Strategic Advisory Council. Jewett brings extensive experience in retail technology strategy to FourKites' advisory council, where he will provide strategic guidance on product innovation and market expansion.
During his eighteen-year tenure as CIO at Family Dollar and Dollar Tree, Jewett transformed the IT function and deployed advanced technical solutions to enable growth and new business models. In his current role at NewRoad Capital Partners, an SEC-registered investment firm focused on Supply Chain & Logistics and Retail & Consumer Packaged Goods sectors, Jewett performs pre-investment due diligence, provides strategic guidance, and brokers i...
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09.06.25 - 23:42
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Retailers Offer Goldman A Consumer Reality Check As One Thing Remains Clear (ZeroHedge)
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Retailers Offer Goldman A Consumer Reality Check As One Thing Remains Clear
With just three weeks left in the second quarter and the summer season in full swing, a key question emerges: What's the state of the consumer?
Goldman Sachs analysts Kate McShane, Mark Jordan, and others published a note on Monday offering valuable insights into consumer trends following meetings with the management and investor relations of Dollar General, Dollar Tree, Five Below, Leslie's, and Ollie's Bargain Outlet. This comes as the first half of the year was marked by market turbulence, sliding sentiment, and escalating trade war tensions.
McShane's discussions with the management teams of DG, DLTR, FIVE, LESL, and OLLI painted a picture of cautious optimism. While companies are seeing pockets of resilience, persistent economic pressures, particularly elevated inflation and interest rates, continue to weigh heavily on discretionary spending, especially among the working poor segment.
Longer-form ta...
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06.06.25 - 10:54
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Dollar-Kampf in den USA: Welcher Discounter aktuell die Nase vorn hat (Der Aktionaer)
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Dollar General und Dollar Tree haben jüngst jeweils frische Zahlen vorgelegt und dabei zunächst positiv überrascht. Doch ein genauer Blick zeigt: Nur einer der beiden Werte überzeugt derzeit wirklich mit seinem Gesamtpaket. DER AKTIONÄR nimmt beide Aktien unter die Lupe — und zeigt auf, welcher Wert den Anlegern derzeit mehr Potenzial bietet....
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