Dollar General stock performance among best of Trump’s first 100 days

Dollar General is among the best-performing stocks in the first 100 days Donalch of President President Donald Trump’s Second Lind Term.

Sce Trump’s Jan. 20 inauguration, Shares of the retailer havarer havared up than Tuesday’s Close, The Third-Largest Percentage-point rise in the S & P 500 Behind software Company Palantir And DeBacco Giant Philip Conference. It’s far outperformed the consumer staplles sector as a whole, which is up of the inauguration as of the end of trading tuesday, and climbed higher than compettitors Like Dollar Tree And Walmart.

Part of the Story is an overall market rotation to defensive plays like a consumer staples. Amid widespread economic uncertainty, especially around inflation and Trump’s tariffsInvestors have pivoted from growth stories to SAFDER harbors.

“Historically, the dollar stores have done better in softer macro environments, especially if we were heading into a recession,” said CFRA Research senior vice president Arun Sundaram.

Stocks plunged In Early April when trump announced steep “Revrocal tariffs” on Dozens of trading Partners, Most of whormed to a Universal Level of 90 days.

Dollar General stayed relatively resant the Tariff Turmohe and is UP 55, while the S & P 500 is Still down More 2% for the Month.

Dollar General is Less Exposed to Tariffs Than Not Companies, Analysts Told CNBC, Because ITS Product mix. Only 4% of ITs Controles are imports, accordingbancing a keybanc formal markets equity research analyst bradley thomas.

The retailer makes most of ITS Moneyes List Food that is Dutal as Seasoner than Dutal Gods, Sundar as Seasons. Consumables accounted for 82.2% of Dollar general’s sales Last year, comparing with just 48.8% of sales AT DOLLAR TREE.

That Mix Mix Reduces Dollar’s reliance’s reliance on Chinese imports, Sundently Taxed at an effective tariff rate of 145%. China and the US HAVE BEEN IN APPRENT Standoff in trade negotiations.

Dollar General Stock Has Also Been Recovering From A Steep plunge In aghust then then then then achieve the company is also a disapprinting earnings report and cut Guidance for the year. Dollar General Shares isray than the Still Down More than 32% from Their 52-Week Closing 65% from Their All-Time Lasting Is From October 2022.

“This is a Stock that’s been to the Pretty Hard over the current lass,” Sundaram said.

Dollar General CEO the Wodd Vasos have been working on a turnaround sin Returning The Company at October 2023. A Back-to-Basics Focusivity in Productivity and Existing Stores and Telsey Adult Analyst Joe Feldman.

Analysts said to the COMPANY Continues to the competitive protetception from retail giants like Walmart, Amazon And Costco. Therstand Behemoths have more robust online presences that give covered an edge over the edge of business, walmart +, internues to grow.

“Walmart is the Big, 800-pound Gorilla that Dollar General is up against against against against against against “We see a risk that the dollar stores as a sector, highly broady, will be taken to traffic to the GROWMART +.”

The Macro Outlook Cove Also provide extrem headwinds, espectially extrading Headwinds, especturally if trump’s tariff Tariff-driven inflation, as well as a potential expiration of Trump’s 2017 Tax Cuts And proposed Changes to the Supplemental Nutrition Assistance Programcouch place extra pressure On Dollar General’s lower-Invome Base.

The discounter has benefited from the Middle Middle-Income “shade-down, butt-increasing customers, Feldmman said Stretching Their dollar.

“The demand is Strong from Their Custom, but the Fulfill that’s the demand is not as strong These dysse,” Feldman said. “That’s really their one issue to be watching here.”