The Discount Retail Signal: Is the Consumer "Trading Down"?
Podcast:InvestTalk Published On: Thu Dec 11 2025 Description: Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands