Neal Freiman

They spend more per trip and they just spend more overall than Dollar General's existing customers. So this is an absolute. We talk a lot about companies facing headwinds. This is a huge tailwind for a company like Dollar General.

They spend more per trip and they just spend more overall than Dollar General's existing customers. So this is an absolute. We talk a lot about companies facing headwinds. This is a huge tailwind for a company like Dollar General.

They spend more per trip and they just spend more overall than Dollar General's existing customers. So this is an absolute. We talk a lot about companies facing headwinds. This is a huge tailwind for a company like Dollar General.

And let's give the management team some credit because sure, they, you know, are going to benefit from what's going on.

And let's give the management team some credit because sure, they, you know, are going to benefit from what's going on.

And let's give the management team some credit because sure, they, you know, are going to benefit from what's going on.

externally in the economy but they have been undergoing some serious renovations at their stores they've remodeled over 1 000 they've opened 156 new ones as part of this something called project renovate and they're trying to make these stores just more uh nice to go into and they plan on sort of flipping over and remodeling 20 of its fleet each year they have 20 000 locations so you can do the math it's going to take a while but they are making their stores just a more pleasant experience

externally in the economy but they have been undergoing some serious renovations at their stores they've remodeled over 1 000 they've opened 156 new ones as part of this something called project renovate and they're trying to make these stores just more uh nice to go into and they plan on sort of flipping over and remodeling 20 of its fleet each year they have 20 000 locations so you can do the math it's going to take a while but they are making their stores just a more pleasant experience

externally in the economy but they have been undergoing some serious renovations at their stores they've remodeled over 1 000 they've opened 156 new ones as part of this something called project renovate and they're trying to make these stores just more uh nice to go into and they plan on sort of flipping over and remodeling 20 of its fleet each year they have 20 000 locations so you can do the math it's going to take a while but they are making their stores just a more pleasant experience

to go into, and that had been a big criticism of dollar stores in general. One reason why you're not attracting higher income shoppers is because they don't want to go in. So if you remodel stores, make them nicer.

to go into, and that had been a big criticism of dollar stores in general. One reason why you're not attracting higher income shoppers is because they don't want to go in. So if you remodel stores, make them nicer.

to go into, and that had been a big criticism of dollar stores in general. One reason why you're not attracting higher income shoppers is because they don't want to go in. So if you remodel stores, make them nicer.

And also, Dollar General partnered with DoorDash, and they said that this partnership of delivery from Dollar General to higher income shoppers is another reason why they saw this cohort shop more at Dollar General.

And also, Dollar General partnered with DoorDash, and they said that this partnership of delivery from Dollar General to higher income shoppers is another reason why they saw this cohort shop more at Dollar General.

And also, Dollar General partnered with DoorDash, and they said that this partnership of delivery from Dollar General to higher income shoppers is another reason why they saw this cohort shop more at Dollar General.

Let's just take a step back. It is crazy to think that you asking a chatbot for tips for your trip to Paris would result in Facebook, Facebook company, essentially buying a nuclear power plant in Illinois. And that's because you're right. These are hungry, hungry hippos. These chatbots, all of this AI industry is gobbling up power like we've never seen before.

Let's just take a step back. It is crazy to think that you asking a chatbot for tips for your trip to Paris would result in Facebook, Facebook company, essentially buying a nuclear power plant in Illinois. And that's because you're right. These are hungry, hungry hippos. These chatbots, all of this AI industry is gobbling up power like we've never seen before.

Let's just take a step back. It is crazy to think that you asking a chatbot for tips for your trip to Paris would result in Facebook, Facebook company, essentially buying a nuclear power plant in Illinois. And that's because you're right. These are hungry, hungry hippos. These chatbots, all of this AI industry is gobbling up power like we've never seen before.

There's projections out that say AI data centers will consume 12 percent of all all American energy output by 2028, just three years from now. It was 4% in 2023. One of the biggest limitations for these companies in pursuing their AI ambitions, which they've bet the farm on, is the availability of power.

There's projections out that say AI data centers will consume 12 percent of all all American energy output by 2028, just three years from now. It was 4% in 2023. One of the biggest limitations for these companies in pursuing their AI ambitions, which they've bet the farm on, is the availability of power.