Dollar General and Instacart: A Cheap Retailer with a High-Value Digital Option
Dollar General's brick-and-mortar scale, steady free cash flow ($2.01B) and modest valuation (market cap ~$27.5B; P/E ~16) make it an attractive long if an Instacart partnership meaningfully accelerates digital sales and fulfillment efficiency. We lay out a long trade with entry, stop and target, balanced catalysts, and explicit risks.