Neil Freiman

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Dollar Tree up 18%, Best Buy up 16%, and Kohl's surged 20% upon revealing the surprising resilience of the American consumer.

But resilient in this case also means choosy.

Retail execs noted that customers were opting for value and affordability over everything else, so it's no surprise it was the budget retailers like Dollar Tree and Kohl's that are being overrun with shoppers from all income spectrums.