Zihan Ma (Bernstein)

Focus Areas4 topics

Capital Allocation1Competitive Dynamics1Demand1Revenue Growth1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History2 questions

DGDollar General2 quarters

2025 Q4

Todd, you mentioned that the remodels are generating about, like, the 3% to 6% sales lift, which I believe are at the lower end of the previous ranges you've given

ChallengingCapital AllocationCompetitive DynamicsView in transcript →

2025 Q3

Can you help us better understand what proportion of the comp is driven by more macro-oriented trade-in versus more company-specific?

DemandRevenue GrowthView in transcript →