Supply Chain: Discounters rally after Wal-Mart increases e-commerce focus
There’s an interesting move higher in Dollar General (DG +2.8%) and Dollar Tree (DLTR +4%) today that could have its roots in the Wal-Mart investor meeting going on in Arkansas.
The retail giant disclosed a subdued plan to add stores in the U.S. as part of its major commitment to growing out its e-commerce business.
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Investors could be taking that as a sign that Wal-Mart is ceding some ground to the discounters.
Fuente: Seeking Alpha
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