Latest / Omni Talk Retail / Is Rural America Dollar General’s Secret Weapon Against Amazon? | Fast Five Shorts

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Is Rural America Dollar General’s Secret Weapon Against Amazon? | Fast Five Shorts · Omni Talk Retail

• 0:00
  Dollar
• 0:00
  General
• 0:00
  is
• 0:00
  expanding
• 0:01
  its
• 0:01
  proprietary
• 0:02
  MYDG
• 0:03
  delivery
• 0:04
  same
• 0:04
  day
• 0:04
  delivery
• 0:05
  service
• 0:05
  to
• 0:05
  more
• 0:06
  than
• 0:06
  17,000
• 0:06
  stores,
• 0:07
  many
• 0:08
  in
• 0:08
  rural
• 0:08
  communities,
• 0:09
  directly
• 0:10
  competing
• 0:10
  with
• 0:10
  Amazon's
• 0:11
  rural
• 0:11
  delivery
• 0:12
  expansion.
• 0:13
  According
• 0:13
  to
• 0:14
  Chain
• 0:14
  Storage,
• 0:15
  this
• 0:15
  expansion
• 0:15
  comes
• 0:16
  as
• 0:16
  Amazon
• 0:16
  invested
• 0:17
  more
• 0:17
  than
• 0:17
  4
• 0:18
  billion
• 0:18
  in
• 0:19
  2025
• 0:19
  to
• 0:19
  expand
• 0:20
  its
• 0:20
  rural
• 0:20
  U.S.
• 0:21
  delivery
• 0:21
  network
• 0:22
  to
• 0:22
  speed
• 0:22
  up
• 0:22
  delivery
• 0:23
  for
• 0:23
  millions
• 0:23
  of
• 0:24
  customers
• 0:24
  in
• 0:24
  less
• 0:24
  densely
• 0:25
  populated
• 0:25
  areas.
• 0:27
  Dollar
• 0:27
  General
• 0:28
  data
• 0:28
  indicates
• 0:29
  that
• 0:29
  approximately
• 0:30
  75%
• 0:31
  of
• 0:31
  the
• 0:31
  US
• 0:32
  population
• 0:32
  lives
• 0:32
  within
• 0:33
  five
• 0:33
  miles
• 0:34
  of
• 0:34
  one
• 0:34
  of
• 0:34
  its
• 0:35
  stores,
• 0:35
  which
• 0:35
  is
• 0:35
  incredible,
• 0:37
  positioning
• 0:37
  the
• 0:37
  company
• 0:37
  to
• 0:38
  support
• 0:38
  same
• 0:38
  day
• 0:38
  delivery
• 0:39
  in
• 0:39
  underserved
• 0:40
  rural
• 0:40
  communities.
• 0:41
  Lydia
• 0:41
  Thatcher,
• 0:42
  VP
• 0:42
  of
• 0:42
  Digital
• 0:43
  Commerce
• 0:44
  at
• 0:44
  Dollar
• 0:44
  General,
• 0:45
  stated,
• 0:45
  MYDG
• 0:46
  delivery
• 0:46
  is
• 0:47
  helping
• 0:47
  bridge
• 0:47
  the
• 0:47
  digital
• 0:48
  gap
• 0:48
  by
• 0:48
  extending
• 0:49
  same
• 0:49
  day
• 0:49
  delivery
• 0:50
  to
• 0:50
  rural
• 0:50
  communities
• 0:51
  nationwide
• 0:53
  through
• 0:53
  Saturday,
• 0:53
  February
• 0:54
  28th.
• 0:54
  So
• 0:55
  that's
• 0:55
  a
• 0:55
  month
• 0:56
  from
• 0:56
  today.
• 0:57
  Dollar
• 0:58
  General
• 0:58
  is
• 0:59
  providing
• 0:59
  customers
• 1:00
  with
• 1:00
  free
• 1:00
  delivery
• 1:01
  on
• 1:01
  one
• 1:02
  MyDG
• 1:03
  delivery
• 1:03
  order
• 1:03
  using
• 1:04
  their
• 1:04
  MyDG.
• 1:05
  You
• 1:05
  have
• 1:05
  to
• 1:06
  say
• 1:06
  MYDG
• 1:06
  a
• 1:06
  lot
• 1:07
  in
• 1:07
  this
• 1:07
  one.
• 1:07
  I
• 1:07
  know
• 1:07
  it's
• 1:08
  a
• 1:08
  lot
• 1:08
  of
• 1:08
  MyDGs.
• 1:09
  They're
• 1:10
  offering
• 1:10
  free
• 1:10
  delivery
• 1:11
  on
• 1:11
  MyDG
• 1:12
  delivery
• 1:12
  order
• 1:13
  using
• 1:13
  their
• 1:13
  MYDG
• 1:14
  Rewards
• 1:14
  account
• 1:15
  with
• 1:15
  the
• 1:15
  option
• 1:16
  to
• 1:16
  expedite
• 1:17
  orders
• 1:17
  to
• 1:17
  one
• 1:18
  hour
• 1:18
  or
• 1:18
  less
• 1:18
  for
• 1:19
  an
• 1:19
  additional
• 1:19
  $1
• 1:20
  fee.
• 1:21
  Sticking
• 1:21
  with
• 1:21
  the
• 1:21
  Dollar
• 1:22
  General
• 1:22
  thing
• 1:22
  there,
• 1:23
  DOL
• 1:24
  provides
• 1:25
  same
• 1:25
  day
• 1:25
  delivery
• 1:26
  from
• 1:26
  more
• 1:26
  than
• 1:26
  18,000
• 1:27
  stores
• 1:27
  through
• 1:28
  DoorDash
• 1:28
  and
• 1:29
  more
• 1:29
  than
• 1:29
  17,000
• 1:30
  stores
• 1:30
  through
• 1:30
  a
• 1:31
  recently
• 1:31
  launched
• 1:31
  collaboration
• 1:32
  with
• 1:32
  Uber
• 1:32
  Eats.
• 1:33
  Chris,
• 1:34
  Dollar
• 1:34
  General
• 1:35
  versus
• 1:35
  Amazon
• 1:36
  in
• 1:36
  a
• 1:36
  rural
• 1:36
  America
• 1:37
  for
• 1:37
  same
• 1:38
  day
• 1:38
  delivery.
• 1:38
  Who
• 1:39
  wins
• 1:39
  that
• 1:39
  battle?
• 1:40
  Okay,
• 1:41
  you're
• 1:41
  putting
• 1:41
  me
• 1:41
  on
• 1:41
  the
• 1:41
  spot
• 1:42
  now.
• 1:42
  All
• 1:42
  right,
• 1:42
  the
• 1:42
  tables
• 1:43
  are
• 1:43
  turning
• 1:43
  here.
• 1:43
  All
• 1:44
  right,
• 1:44
  I
• 1:44
  love
• 1:44
  that,
• 1:44
  first
• 1:45
  of
• 1:45
  all,
• 1:45
  I
• 1:45
  love
• 1:45
  that
• 1:45
  question.
• 1:46
  All
• 1:46
  right.
• 1:47
  It's
• 1:47
  a
• 1:47
  really
• 1:47
  great
• 1:47
  question.
• 1:48
  I'm
• 1:48
  actually
• 1:49
  going
• 1:49
  to
• 1:49
  go
• 1:49
  a
• 1:49
  different
• 1:49
  direction.
• 1:50
  I
• 1:50
  don't
• 1:50
  think
• 1:50
  it's
• 1:50
  either
• 1:51
  one
• 1:51
  of
• 1:51
  them.
• 1:51
  I
• 1:51
  think.
• 1:51
  Can
• 1:52
  I
• 1:52
  say
• 1:52
  Walmart,
• 1:52
  Jen?
• 1:53
  Can
• 1:53
  I
• 1:53
  say
• 1:53
  Walmart?
• 1:53
  That
• 1:54
  was
• 1:54
  not
• 1:54
  an
• 1:54
  option,
• 1:55
  but
• 1:55
  let's
• 1:55
  hear
• 1:55
  it.
• 1:55
  Let's
• 1:56
  hear.
• 1:56
  Okay.
• 1:57
  I
• 1:57
  mean,
• 1:57
  I
• 1:57
  think
• 1:58
  Walmart's
• 1:58
  got
• 1:58
  the
• 1:58
  biggest
• 1:59
  leg
• 1:59
  up
• 1:59
  in
• 1:59
  the,
• 2:00
  in
• 2:00
  the
• 2:00
  race.
• 2:00
  You
• 2:00
  know,
• 2:01
  given
• 2:01
  like
• 2:01
  what
• 2:01
  I
• 2:01
  said
• 2:01
  with
• 2:02
  like
• 2:02
  they're
• 2:02
  within
• 2:03
  95%
• 2:03
  of
• 2:04
  the
• 2:04
  US
• 2:04
  population
• 2:05
  in
• 2:05
  under
• 2:05
  three
• 2:06
  hours.
• 2:06
  Actually,
• 2:06
  like
• 2:06
  so
• 2:07
  very,
• 2:07
  very
• 2:07
  quickly.
• 2:07
  But,
• 2:09
  but
• 2:09
  so
• 2:09
  like
• 2:09
  I
• 2:10
  think,
• 2:10
  I
• 2:10
  think,
• 2:10
  I
• 2:10
  don't,
• 2:11
  I
• 2:11
  think
• 2:11
  I
• 2:11
  frame
• 2:11
  it
• 2:11
  as,
• 2:11
  you
• 2:12
  know
• 2:12
  what
• 2:12
  we
• 2:12
  got
• 2:12
  at
• 2:12
  least
• 2:13
  talk
• 2:13
  about
• 2:13
  Walmart
• 2:14
  within
• 2:14
  the
• 2:14
  conversation.
• 2:15
  But
• 2:15
  what
• 2:15
  I
• 2:15
  love
• 2:15
  about
• 2:15
  the
• 2:16
  headline,
• 2:17
  and
• 2:17
  I'll
• 2:17
  keep
• 2:18
  playing
• 2:18
  the
• 2:18
  acronyms,
• 2:19
  is
• 2:19
  that
• 2:19
  dg,
• 2:20
  DG
• 2:21
  specifically
• 2:22
  is
• 2:22
  trying
• 2:22
  to
• 2:22
  create
• 2:23
  its
• 2:23
  own
• 2:23
  network
• 2:23
  versus
• 2:24
  relying
• 2:24
  on
• 2:25
  third
• 2:25
  parties.
• 2:27
  And
• 2:27
  the
• 2:27
  reason
• 2:27
  for
• 2:28
  that,
• 2:28
  if
• 2:28
  you
• 2:28
  get
• 2:28
  back
• 2:29
  to
• 2:29
  it,
• 2:29
  is
• 2:29
  like,
• 2:30
  you
• 2:30
  know,
• 2:30
  why
• 2:30
  should
• 2:30
  you
• 2:30
  do
• 2:31
  this
• 2:31
  versus
• 2:31
  just
• 2:31
  going
• 2:31
  through
• 2:32
  UberEats
• 2:32
  and
• 2:33
  DoorDash
• 2:33
  like
• 2:34
  we
• 2:34
  talked
• 2:34
  about
• 2:34
  with
• 2:34
  Kroger
• 2:35
  on
• 2:35
  last
• 2:35
  week's
• 2:35
  show
• 2:35
  when
• 2:36
  Ann
• 2:36
  was
• 2:36
  here.
• 2:37
  There's
• 2:38
  a
• 2:38
  couple
• 2:38
  reasons.
• 2:38
  One,
• 2:39
  your
• 2:39
  service
• 2:39
  is
• 2:39
  generally
• 2:40
  better
• 2:40
  when
• 2:40
  you
• 2:40
  control
• 2:41
  it
• 2:41
  yourself
• 2:41
  because
• 2:42
  you're
• 2:42
  closer
• 2:42
  to
• 2:42
  that
• 2:43
  customer
• 2:43
  experience
• 2:43
  in
• 2:44
  terms
• 2:44
  of
• 2:44
  how
• 2:44
  it
• 2:45
  all
• 2:45
  plays
• 2:45
  out.
• 2:45
  And
• 2:46
  the
• 2:46
  other
• 2:46
  point
• 2:46
  is
• 2:46
  you
• 2:46
  keep
• 2:47
  control
• 2:47
  of
• 2:47
  your
• 2:47
  first
• 2:48
  party
• 2:48
  data
• 2:48
  as
• 2:48
  well,
• 2:49
  which
• 2:49
  you're
• 2:49
  effectively
• 2:50
  giving
• 2:50
  up
• 2:50
  when
• 2:50
  you
• 2:51
  go
• 2:51
  through
• 2:51
  the
• 2:51
  instacarts
• 2:52
  in
• 2:52
  the
• 2:52
  doordashes
• 2:53
  of
• 2:53
  the
• 2:53
  world.
• 2:53
  So
• 2:53
  the
• 2:54
  only
• 2:54
  real
• 2:54
  question
• 2:54
  of
• 2:54
  why
• 2:55
  not
• 2:55
  to
• 2:55
  do
• 2:55
  this
• 2:55
  is
• 2:56
  economics.
• 2:56
  But
• 2:57
  so
• 2:57
  from
• 2:57
  my
• 2:58
  perspective,
• 2:58
  I
• 2:58
  think
• 2:58
  Dollar
• 2:59
  General
• 2:59
  or
• 3:00
  DG
• 3:00
  has
• 3:01
  to
• 3:01
  go
• 3:01
  this
• 3:01
  direction
• 3:02
  to
• 3:02
  keep
• 3:02
  pace
• 3:02
  with
• 3:02
  both
• 3:03
  Amazon
• 3:03
  and
• 3:03
  Walmart
• 3:04
  in
• 3:04
  the
• 3:04
  long
• 3:04
  run.
• 3:04
  So
• 3:05
  in
• 3:05
  that
• 3:05
  respect,
• 3:06
  to
• 3:06
  me
• 3:06
  it's
• 3:06
  a
• 3:06
  table
• 3:06
  stakes
• 3:07
  investment.
• 3:07
  But
• 3:08
  Jen,
• 3:08
  I'm
• 3:08
  going
• 3:08
  to
• 3:08
  turn
• 3:08
  the
• 3:09
  tables
• 3:09
  on
• 3:09
  you
• 3:09
  because
• 3:09
  I
• 3:10
  want
• 3:10
  to
• 3:10
  go
• 3:10
  back
• 3:10
  to
• 3:10
  you.
• 3:10
  I'm
• 3:10
  curious,
• 3:11
  how
• 3:12
  are
• 3:12
  you
• 3:12
  hearing
• 3:13
  retailers
• 3:13
  approach
• 3:14
  this
• 3:15
  last
• 3:15
  mile
• 3:16
  question,
• 3:16
  which
• 3:16
  I
• 3:16
  was
• 3:17
  basically
• 3:17
  talking
• 3:17
  about
• 3:17
  there,
• 3:18
  in
• 3:18
  terms
• 3:18
  of
• 3:18
  how
• 3:18
  to
• 3:19
  do
• 3:19
  it
• 3:19
  and
• 3:19
  how
• 3:19
  are
• 3:20
  they
• 3:20
  approaching
• 3:20
  it
• 3:20
  from
• 3:20
  a
• 3:20
  talent
• 3:21
  standpoint?
• 3:21
  Is
• 3:21
  it
• 3:22
  a
• 3:22
  focus
• 3:22
  or
• 3:23
  are
• 3:23
  most
• 3:23
  retailers
• 3:24
  resigned
• 3:24
  to
• 3:24
  just
• 3:24
  using
• 3:25
  Instacart
• 3:25
  and
• 3:25
  DoorDash
• 3:26
  versus
• 3:26
  building
• 3:27
  the
• 3:27
  muscle
• 3:27
  memory
• 3:28
  to
• 3:28
  do
• 3:28
  it
• 3:29
  internally
• 3:29
  themselves?
• 3:29
  Like
• 3:30
  what?
• 3:30
  What's
• 3:30
  your
• 3:31
  take
• 3:31
  there?
• 3:31
  What
• 3:31
  do
• 3:31
  you
• 3:31
  see
• 3:32
  in
• 3:32
  the
• 3:32
  marketplace
• 3:32
  over
• 3:32
  these
• 3:33
  last
• 3:33
  few
• 3:33
  years?
• 3:34
  Yeah,
• 3:34
  when
• 3:34
  it
• 3:34
  comes
• 3:34
  to
• 3:35
  the
• 3:35
  last
• 3:35
  mile,
• 3:36
  I
• 3:36
  think
• 3:36
  it's
• 3:36
  a
• 3:36
  good
• 3:37
  question.
• 3:37
  What
• 3:38
  I'm
• 3:38
  seeing
• 3:38
  is
• 3:38
  many
• 3:39
  of
• 3:39
  them
• 3:39
  are
• 3:39
  getting
• 3:39
  creative
• 3:40
  and
• 3:40
  they're
• 3:40
  testing
• 3:40
  out
• 3:41
  where
• 3:41
  they
• 3:41
  can
• 3:41
  own
• 3:42
  pieces
• 3:42
  of
• 3:42
  this
• 3:42
  versus
• 3:43
  where
• 3:43
  it
• 3:43
  does
• 3:43
  make
• 3:44
  sense
• 3:44
  to
• 3:44
  outsource,
• 3:45
  which
• 3:45
  we've
• 3:45
  seen
• 3:45
  right
• 3:45
  to
• 3:46
  the
• 3:46
  ships
• 3:46
  or
• 3:46
  the
• 3:46
  instacarts
• 3:47
  of
• 3:47
  the
• 3:47
  world.
• 3:47
  We're
• 3:48
  seeing
• 3:48
  retailers
• 3:48
  build
• 3:49
  those
• 3:49
  resources
• 3:49
  internally
• 3:50
  where
• 3:51
  specifically
• 3:52
  around
• 3:52
  like
• 3:52
  building
• 3:53
  the
• 3:53
  strategy
• 3:53
  and
• 3:53
  the
• 3:53
  tech
• 3:54
  integrations,
• 3:54
  the
• 3:55
  customer
• 3:55
  service.
• 3:55
  They
• 3:56
  want
• 3:56
  to
• 3:56
  own
• 3:56
  that
• 3:56
  customer
• 3:57
  service
• 3:57
  and
• 3:57
  that
• 3:57
  customer
• 3:58
  experience,
• 3:58
  but
• 3:58
  they're
• 3:59
  really
• 3:59
  leaning
• 3:59
  into
• 4:00
  those
• 4:00
  external
• 4:00
  partners
• 4:01
  for
• 4:01
  the
• 4:01
  toughest
• 4:02
  part,
• 4:02
  which
• 4:02
  is
• 4:02
  staffing
• 4:03
  the
• 4:03
  deliveries.
• 4:04
  Right.
• 4:04
  So
• 4:05
  staffing
• 4:06
  the
• 4:06
  deliveries
• 4:06
  in
• 4:06
  that
• 4:07
  actual
• 4:07
  last
• 4:07
  mile
• 4:08
  of
• 4:08
  how
• 4:08
  does
• 4:08
  it
• 4:08
  get
• 4:09
  to
• 4:09
  someone
• 4:09
  doorstep.
• 4:10
  Right.
• 4:11
  To
• 4:11
  get
• 4:11
  it
• 4:12
  to
• 4:12
  their
• 4:12
  doorstep.
• 4:12
  Right.
• 4:12
  It's
• 4:13
  nuanced,
• 4:13
  it's
• 4:14
  expensive,
• 4:14
  it
• 4:14
  can
• 4:14
  carry
• 4:15
  inherent
• 4:15
  risk.
• 4:15
  I
• 4:16
  mean,
• 4:16
  think
• 4:16
  about
• 4:16
  taking
• 4:17
  store
• 4:17
  employees
• 4:17
  or
• 4:18
  distribution
• 4:18
  associates
• 4:19
  and
• 4:19
  putting
• 4:19
  them
• 4:19
  out
• 4:19
  on
• 4:19
  the
• 4:20
  road.
• 4:20
  There's
• 4:20
  just,
• 4:20
  it's
• 4:21
  a
• 4:21
  different
• 4:21
  model
• 4:23
  where
• 4:23
  staffing
• 4:23
  is
• 4:23
  already
• 4:24
  no
• 4:24
  joke.
• 4:24
  Right.
• 4:25
  We
• 4:25
  all
• 4:25
  know
• 4:26
  it's
• 4:26
  hard
• 4:26
  to
• 4:26
  get
• 4:26
  in
• 4:27
  store
• 4:27
  employees,
• 4:27
  it's
• 4:28
  hard
• 4:28
  to
• 4:28
  get
• 4:28
  D.C.
• 4:29
  employees
• 4:30
  right
• 4:30
  now.
• 4:30
  So
• 4:30
  I
• 4:30
  just
• 4:31
  don't
• 4:31
  think
• 4:31
  many
• 4:32
  of
• 4:32
  the
• 4:32
  retailers
• 4:33
  are
• 4:33
  prepared
• 4:33
  as
• 4:34
  much
• 4:34
  as
• 4:34
  they
• 4:34
  may
• 4:34
  Be
• 4:34
  looking
• 4:34
  into
• 4:35
  it.
• 4:35
  And
• 4:35
  it's
• 4:35
  a
• 4:35
  great
• 4:35
  idea
• 4:36
  to
• 4:37
  find
• 4:37
  a
• 4:37
  way
• 4:37
  to
• 4:37
  control
• 4:38
  that
• 4:39
  experience
• 4:39
  in
• 4:39
  the
• 4:40
  future.
• 4:40
  I
• 4:41
  mean,
• 4:41
  the
• 4:41
  manpower
• 4:42
  isn't
• 4:42
  there
• 4:42
  to.
• 4:42
  Do
• 4:42
  it
• 4:43
  today,
• 4:44
  so
• 4:44
  there's
• 4:44
  the
• 4:44
  reality
• 4:45
  of
• 4:45
  it,
• 4:45
  too.
• 4:45
  All
• 4:46
  right,
• 4:46
  so
• 4:46
  what
• 4:47
  about
• 4:47
  the
• 4:47
  question
• 4:47
  you
• 4:47
  asked
• 4:48
  me,
• 4:48
  like,
• 4:48
  who
• 4:49
  do
• 4:49
  you
• 4:49
  think
• 4:49
  wins
• 4:49
  in
• 4:49
  the
• 4:49
  battle
• 4:50
  in
• 4:50
  the
• 4:50
  long
• 4:50
  run?
• 4:50
  I'm
• 4:50
  curious
• 4:51
  your
• 4:51
  take
• 4:51
  there
• 4:51
  too.
• 4:52
  Who,
• 4:52
  who
• 4:53
  wins?
• 4:53
  Well,
• 4:54
  I
• 4:54
  didn't
• 4:54
  know
• 4:54
  Walmart
• 4:55
  was
• 4:55
  an
• 4:55
  option,
• 4:56
  so.
• 4:56
  Oh,
• 4:58
  so
• 4:59
  I'm
• 4:59
  not
• 4:59
  say
• 5:00
  Walmart.
• 5:00
  Here's
• 5:00
  what
• 5:00
  I
• 5:01
  will
• 5:01
  say.
• 5:01
  I'll
• 5:01
  say
• 5:02
  I
• 5:02
  really
• 5:02
  like
• 5:03
  this.
• 5:03
  I
• 5:03
  like
• 5:03
  this
• 5:04
  from
• 5:04
  Dollar
• 5:04
  General.
• 5:04
  I
• 5:04
  think
• 5:05
  they
• 5:05
  know
• 5:05
  their
• 5:05
  customers.
• 5:06
  I
• 5:06
  think
• 5:06
  they're
• 5:06
  not
• 5:06
  trying
• 5:07
  to
• 5:07
  cater
• 5:07
  the
• 5:07
  solution
• 5:08
  to
• 5:08
  everyone
• 5:08
  and
• 5:08
  be
• 5:09
  the
• 5:09
  next
• 5:09
  Amazon.
• 5:10
  I
• 5:10
  think
• 5:10
  they're
• 5:10
  just
• 5:10
  saying
• 5:11
  in
• 5:11
  these
• 5:11
  areas
• 5:12
  we
• 5:12
  can
• 5:12
  compete.
• 5:13
  If
• 5:13
  they
• 5:13
  truly
• 5:14
  have
• 5:14
  75%
• 5:15
  of
• 5:16
  the
• 5:16
  population
• 5:16
  within
• 5:17
  five
• 5:17
  miles
• 5:17
  from
• 5:17
  a
• 5:18
  store,
• 5:19
  they're,
• 5:19
  they're
• 5:20
  just
• 5:20
  prepared
• 5:20
  to
• 5:20
  compete.
• 5:21
  So
• 5:21
  I
• 5:21
  would
• 5:21
  say
• 5:21
  I'm
• 5:22
  going
• 5:22
  to
• 5:22
  go
• 5:22
  with
• 5:22
  what
• 5:23
  might
• 5:23
  be
• 5:23
  considered
• 5:23
  the
• 5:24
  underdog
• 5:24
  here
• 5:24
  and
• 5:24
  say
• 5:24
  I
• 5:25
  think
• 5:25
  Dollar
• 5:25
  General
• 5:25
  has
• 5:26
  a
• 5:26
  strong
• 5:26
  opportunity
• 5:27
  to
• 5:27
  win
• 5:27
  against
• 5:28
  an
• 5:28
  Amazon
• 5:29
  in
• 5:29
  those
• 5:29
  rural
• 5:30
  communities.
• 5:32
  I
• 5:32
  think
• 5:33
  the.
• 5:34
  When
• 5:34
  Amazon
• 5:35
  announced
• 5:35
  its
• 5:35
  plan
• 5:36
  for
• 5:36
  rural
• 5:36
  communities,
• 5:36
  they
• 5:37
  said
• 5:37
  they
• 5:37
  needed
• 5:37
  200
• 5:38
  delivery
• 5:38
  stations.
• 5:39
  Well,
• 5:39
  Dollar
• 5:39
  General
• 5:40
  already
• 5:40
  has
• 5:40
  those
• 5:40
  delivery
• 5:41
  stations.
• 5:41
  Right.
• 5:41
  They're
• 5:42
  going
• 5:42
  to
• 5:42
  use
• 5:42
  their
• 5:42
  store,
• 5:42
  use
• 5:43
  their
• 5:43
  existing
• 5:43
  footprint.
• 5:44
  We
• 5:44
  already
• 5:44
  talked
• 5:45
  about
• 5:45
  how
• 5:45
  many
• 5:45
  stores
• 5:46
  they
• 5:46
  have,
• 5:48
  and
• 5:48
  I
• 5:48
  think
• 5:48
  if
• 5:48
  it's
• 5:49
  done
• 5:49
  well,
• 5:50
  I'm
• 5:51
  going
• 5:51
  to
• 5:51
  give
• 5:51
  them
• 5:51
  the
• 5:51
  win.
• 5:52
  Yeah,
• 5:52
  well,
• 5:53
  yeah,
• 5:53
  I
• 5:53
  think
• 5:53
  you're
• 5:53
  right.
• 5:53
  I
• 5:53
  mean,
• 5:54
  I
• 5:54
  think
• 5:54
  you're
• 5:54
  onto
• 5:54
  something
• 5:54
  that
• 5:54
  we
• 5:55
  can't
• 5:55
  overlook
• 5:55
  too,
• 5:55
  which
• 5:56
  is
• 5:56
  that
• 5:56
  there
• 5:56
  is
• 5:56
  a
• 5:56
  local
• 5:57
  factor
• 5:57
  to
• 5:57
  where
• 5:58
  people
• 5:58
  choose
• 5:58
  to
• 5:58
  shop.
• 5:59
  And
• 5:59
  so
• 5:59
  Dollar
• 6:00
  General
• 6:00
  is
• 6:00
  that
• 6:00
  local
• 6:01
  factor
• 6:01
  for
• 6:01
  a
• 6:01
  lot
• 6:02
  of
• 6:02
  the
• 6:02
  American
• 6:02
  population.
• 6:03
  And
• 6:03
  so
• 6:04
  Amazon
• 6:04
  is
• 6:04
  not
• 6:05
  that.
• 6:05
  Now
• 6:05
  Amazon
• 6:06
  can
• 6:06
  try
• 6:06
  to
• 6:07
  continue
• 6:07
  to
• 6:07
  fortify
• 6:08
  its
• 6:08
  E
• 6:08
  commerce
• 6:09
  position
• 6:09
  with
• 6:09
  the
• 6:09
  marketplace,
• 6:10
  which
• 6:11
  it's
• 6:11
  done
• 6:11
  very
• 6:11
  well
• 6:11
  and
• 6:12
  will
• 6:12
  continue
• 6:12
  to
• 6:12
  do
• 6:12
  well
• 6:13
  in
• 6:13
  that
• 6:13
  regard.
• 6:13
  But
• 6:13
  I
• 6:13
  think
• 6:14
  there's
• 6:14
  a
• 6:14
  point
• 6:14
  that
• 6:14
  you're
• 6:15
  making
• 6:15
  here
• 6:15
  which
• 6:15
  is,
• 6:16
  you
• 6:16
  know,
• 6:16
  again,
• 6:16
  it
• 6:16
  goes
• 6:16
  to
• 6:17
  Walmart
• 6:17
  too,
• 6:17
  to
• 6:17
  some
• 6:17
  degree.
• 6:18
  But
• 6:18
  Dollar
• 6:18
  General
• 6:19
  and
• 6:19
  Walmart
• 6:19
  both
• 6:19
  have
• 6:19
  that
• 6:20
  local
• 6:20
  perception
• 6:20
  of
• 6:21
  the
• 6:21
  place
• 6:21
  you
• 6:21
  shop.
• 6:21
  And
• 6:22
  there's
• 6:22
  an
• 6:22
  affinity
• 6:22
  to
• 6:23
  that
• 6:23
  that
• 6:23
  is
• 6:23
  hard
• 6:23
  to
• 6:23
  break.
• 6:24
  Ultimately,
• 6:24
  over
• 6:24
  time,
• 6:25
  I
• 6:25
  think
• 6:25
  the
• 6:25
  challenge.
• 6:26
  Will
• 6:26
  be
• 6:27
  how
• 6:27
  do
• 6:28
  you
• 6:28
  get
• 6:28
  shoppers
• 6:28
  to
• 6:29
  change
• 6:29
  their
• 6:29
  behavior
• 6:30
  when
• 6:30
  they're
• 6:30
  ordering
• 6:31
  something?
• 6:31
  Because
• 6:31
  that's
• 6:32
  never
• 6:32
  been
• 6:32
  shopper
• 6:33
  behavior
• 6:33
  in
• 6:34
  the
• 6:34
  past.
• 6:34
  Right,
• 6:34
  but
• 6:34
  how
• 6:34
  is
• 6:35
  Dollar
• 6:35
  General
• 6:35
  getting
• 6:36
  in
• 6:36
  front
• 6:36
  of
• 6:36
  them
• 6:37
  with
• 6:37
  announcements
• 6:37
  like
• 6:38
  this,
• 6:38
  offering
• 6:38
  this
• 6:39
  dollar
• 6:39
  delivery?
• 6:41
  I
• 6:41
  think
• 6:42
  that
• 6:42
  will
• 6:42
  be
• 6:42
  the
• 6:42
  challenge.
• 6:42
  Like,
• 6:43
  am
• 6:43
  I
• 6:43
  going
• 6:43
  to
• 6:43
  go
• 6:43
  to
• 6:43
  my
• 6:43
  phone
• 6:44
  and
• 6:44
  open
• 6:44
  up
• 6:44
  my
• 6:44
  DG
• 6:45
  app.
• 6:45
  My
• 6:46
  dg,
• 6:46
  which
• 6:47
  is
• 6:47
  the
• 6:47
  new
• 6:47
  acronym
• 6:48
  we're
• 6:48
  using.
• 6:48
  Right,
• 6:49
  Right.
• 6:50
  And,
• 6:50
  and
• 6:50
  that
• 6:51
  will
• 6:51
  be
• 6:51
  the
• 6:51
  challenge.
• 6:52
  But
• 6:52
  I
• 6:52
  do
• 6:52
  think
• 6:52
  there
• 6:53
  are
• 6:53
  some
• 6:53
  very
• 6:53
  loyal
• 6:54
  in
• 6:55
  those
• 6:55
  rural
• 6:55
  communities,
• 6:56
  people
• 6:56
  that
• 6:56
  love
• 6:57
  their
• 6:57
  Dollar
• 6:57
  General.
• 6:57
  It's
• 6:58
  the
• 6:58
  closest
• 6:58
  store
• 6:59
  to
• 6:59
  them.
• 6:59
  So
• 6:59
  I
• 6:59
  would
• 7:00
  say
• 7:00
  that's
• 7:00
  the
• 7:00
  biggest
• 7:00
  challenge.
• 7:01
  Yeah.
• 7:01
  And
• 7:02
  also,
• 7:02
  like,
• 7:02
  how
• 7:02
  much
• 7:02
  assortment
• 7:03
  you
• 7:03
  can
• 7:03
  provide
• 7:03
  via
• 7:04
  this
• 7:04
  method
• 7:05
  to
• 7:05
  like,
• 7:05
  you
• 7:06
  know,
• 7:06
  is
• 7:06
  it,
• 7:06
  is
• 7:06
  it,
• 7:07
  is
• 7:07
  it
• 7:07
  going
• 7:07
  to
• 7:08
  give
• 7:08
  people
• 7:08
  what
• 7:08
  they
• 7:08
  want
• 7:09
  consistently?
• 7:09
  I
• 7:10
  also
• 7:10
  think
• 7:10
  it
• 7:10
  gets
• 7:10
  potentially
• 7:11
  into
• 7:11
  like
• 7:11
  a
• 7:11
  membership
• 7:12
  aspect
• 7:12
  too,
• 7:12
  like
• 7:13
  with
• 7:13
  Dollar
• 7:13
  General.
• 7:13
  So
• 7:14
  it
• 7:14
  gives
• 7:14
  them
• 7:14
  potentially
• 7:15
  another
• 7:15
  income
• 7:15
  source
• 7:16
  in
• 7:16
  the
• 7:16
  long
• 7:16
  run
• 7:16
  as
• 7:16
  they're
• 7:16
  test
• 7:17
  understand
• 7:18
  how
• 7:18
  valuable
• 7:19
  it
• 7:19
  is
• 7:19
  to
• 7:19
  different
• 7:19
  people.
• 7:20
  So.