This note provides an update on Americas retail, featuring traffic analysis for June 2026, pricing comparisons between Dollar General and Family Dollar, and management takeaways for Best Buy.
Key Takeaways
- 1.June traffic data showed mixed trends across hardline sub-sectors with Broadlines positive and home improvement/auto parts negative.
- 2.Pricing analysis indicates Dollar General maintains a widening price advantage over Family Dollar, particularly in national brands and HPC categories.
Table of Contents
- Takeaways from IR/management meetings
- June traffic trends
- Comparing price at Dollar General and Family Dollar
- Ulta Beauty store check
- Valuation and risks
- Disclosure Appendix
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Authors
Kate McShane, CFAMark Jordan, CFAEmily GhoshNishi AgarwalGrace CheeSamantha Chiang
Securities
BBYULTADGFamily Dollar
Themes
Retail Pricing StrategyRetail Traffic Trends
Regions
North AmericaUnited States