漏斗效应：一元店的发展势头应会持续
Morgan Stanley·2025-06-10 07:50
June 10, 2025 12:29 AM GMT Hardline/Broadline/Food Retail | North America The Funnel: Dollar Store Momentum Should Continue The big are getting bigger at an accelerating pace (AMZN/WMT/ COST), but underneath the surface Dollar Stores are benefitting from a heightened degree of share donors in Q1'25. We believe this tailwind for Dollar Stores can accelerate through '25 and drive ~200-250 bps of incremental comp growth. The Q1'25 Funnel tells the story of Retail right now. On the one hand, the big are getting ...