特朗普称美国生活成本危机是“骗局”,但数据显示民众正涌向一元店
Di Yi Cai Jing·2025-12-05 08:45

Group 1: Economic Context - The business of dollar stores in the U.S. is thriving, attracting consumers from various income levels as they cope with rising living costs [1] - Recent data shows that inflation pressures remain significant in the U.S., with the Consumer Price Index (CPI) rising by 0.3% in September, leading to an annual inflation rate increase from 2.9% to 3% [4] - Moody's data indicates that American households are spending an additional $208 per month on the same goods and services compared to the previous year, and $1,043 more than in early 2021 [5] Group 2: Dollar Store Performance - Dollar General reported a 2.5% increase in same-store sales for the third quarter, while Dollar Tree saw a 4.2% increase [8] - Dollar Tree's sales are primarily driven by items priced at $2 or below, with 85% of their sales coming from these lower-priced goods [8] - Dollar General's CEO noted that the growth in sales is attributed to a broad customer base, with a significant increase in high-income households shopping at their stores [8] Group 3: Consumer Behavior Trends - High-income families are increasingly shopping at dollar stores, with 60% of new customers coming from households earning over $100,000 annually [9] - Low-income families are relying more on dollar stores, with their average spending growth rate exceeding that of wealthier families [9] - Kroger's CEO highlighted the spending differences among income groups, noting that high-income spending remains strong while middle-income customers are feeling more pressure [9]