According to analysts at Citigroup, only 10% of Dollar General's merchandise is exposed to tariffs, putting it at a significant advantage over rival Dollar Tree, which is 50% exposed. Citi claims mainstream retailers can reach almost 100% exposure. Furthermore, Dollar General focuses on low-priced consumer essentials, such as food and groceries, which remain in demand even during a recession.
https://www.fool.com/investing/2025/04/24/stock-market-sell-off-the-2-best-stocks-to-buy-rig/