Yahoo Finance·2025-12-07 13:30Core Insights - The two notable stocks for 2025 are Dollar Tree (DLTR) and Dollar General (DG), which are not associated with major tech companies or cryptocurrencies, but reflect the current state of the US economy [1] Company Performance - Dollar Tree's stock price has increased by 55% year to date, while Dollar General's stock has risen by 65% [2] - Dollar General reported a 2.5% increase in same-store sales for the third quarter, while Dollar Tree saw a 4.2% increase [3] - Dollar Tree attracted 3 million new shoppers, expanding its customer base to 100 million [3] Customer Demographics - Approximately 60% of new shoppers at Dollar Tree came from households earning over $100,000, 30% from those earning between $60,000 to $100,000, and the remainder from lower-income households [4] - Dollar Tree's CEO noted that lower-income households are increasingly reliant on the store, with their average spending growth outpacing that of higher-income households [5] Economic Context - Dollar General's CEO indicated an increase in customer traffic, with a rise in average unit retail price per item being offset by fewer items purchased, reflecting pressure on core customers' spending [6]