Consumer Staples Merchandise Retail
Case studies in consumer staples merchandise retail.
Dollar General: Growth, traffic, and the returns question
On August 27, 2026, Dollar General reported second-quarter net sales of $11.29 billion, 5.2% above the year-earlier quarter. Same-store sales rose 3.5%. Customer traffic increased 2.0%, while average transaction amount rose 1.5%. Management attributed the higher transaction amount to higher average retail prices, partly offset by fewer items per transaction. Read case
Dollar Tree — What Should It Do With Family Dollar?
On 5 June 2024, Dollar Tree announced a formal review of strategic alternatives for Family Dollar. The company said options could include a sale, spin-off or other disposition, but gave no timetable and made no assurance that a transaction would occur. Read case
Target Corporation — Rebuilding the Store Around the Guest
On March 3, Target announced more than $2 billion of incremental investment for 2026: more than $1 billion in additional capital expenditure and $1 billion in operating investment. The plan emphasized merchandise authority, guest experience, technology, and the team and communities. Management described store payroll, training, reliability and technology as parts of the effort. Read case
Walmart: Scaling Convenience Without Losing the Economics
Walmart entered the holiday quarter with strong momentum. In its third-quarter fiscal 2025 release, the company reported 27% global e-commerce growth and 22% growth in Walmart U.S. e-commerce. Store-fulfilled pickup and delivery, marketplace, and advertising all contributed to digital growth. Read case