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cover of episode Price Wars: The Fall of Dollar Stores | Shrinkage | 2

Price Wars: The Fall of Dollar Stores | Shrinkage | 2

2025/4/9
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Business Wars
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David Brown: 本集探讨了美元店行业在快速扩张后的困境，包括来自社区的抵制、犯罪率上升、通货膨胀以及新兴电商的冲击。Dollar General和Family Dollar两大巨头为争夺市场份额展开激烈竞争，但同时也面临着诸多挑战。 Vanessa Hall Harper: 我并不反对美元店，但我反对美元店的激增，因为它会导致食物沙漠等问题，特别是在低收入社区。美元店缺乏新鲜农产品，加剧了居民健康问题。 Todd Vassos: 为了应对市场需求和批评，Dollar General增加了生鲜食品的供应，并通过自建仓储和运输系统来控制成本，提高竞争力。 Rick Dreiling: Family Dollar需要解决低成本和无成本之间的混淆问题，提高运营效率，改善门店状况，并应对通货膨胀和来自电商的冲击。提高员工工资和门店翻新可以提高销售额，但也会增加成本压力。政府削减SNAP福利也会对顾客的消费能力产生重大影响。 David Brown: 99 Cents Only的倒闭以及Dollar Tree关闭大量Family Dollar门店，预示着Dollar Store行业面临的挑战。Dollar General也开始放缓扩张速度。

Deep Dive

Shownotes Transcript

After 10 years of rapid growth, the dollar stores hit big trouble. Rats, burglars, unhappy workers, online agitators and inflation erode their profits. And a new online dollar store makes inroads. Can they survive these existential threats?

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