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Dollar General’s Surprise Strength - and What It Really Means (June 4, 2025)

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Manage episode 486865643 series 3664448
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today on Market Outsiders, Jenny Rae and Namaan break down Dollar General’s unexpected earnings beat - and why the real story goes deeper than tariffs and trade-down shoppers.

They also unpack the latest private jobs data, challenge consensus thinking, and explore what contrarian insight really looks like in this market.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 486865643 series 3664448
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today on Market Outsiders, Jenny Rae and Namaan break down Dollar General’s unexpected earnings beat - and why the real story goes deeper than tariffs and trade-down shoppers.

They also unpack the latest private jobs data, challenge consensus thinking, and explore what contrarian insight really looks like in this market.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  continue reading

32 episodes

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