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Sundaram: DG Earnings Pop Doesn't 'Change Thesis,' Has Ways to Go

9 min13 mars 2025

"Expectations have been lowered for many years" around Dollar General (DG), says Arun Sundaram. He anticipates expectations to remain lowered after this morning's earnings report. While Arun sees bright spots in the company's outlook, he says it will take years for a turnaround story to take shape. Tom White later offers example options trades in Dollar General and Dollar Tree (DLTR).


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