Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal.

In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We look at margins, returns on capital, competitive advantages, private-label strategies, store expansion and the business models that separate the strongest operators from the struggling ones. 

We also dig into why TJX’s opportunistic buying model is so effective, what makes Costco and Walmart difficult to compete with, and why aggressive store expansion has backfired for some retailers.

Stocks discussed: DLTR, DOL.TO, FIVE, DG, SVV, WINA, TJX, TGT, WMT, COST, MRU.TO, L.TO

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