Sell DLTR by May 28, 2025.

Around 40% of DLTR's supply is directly imported from foreign countries with the "Vast Majority" coming from China. Dollar General has less than 10% in comparison [DLTR & DG performance since Liberation day 2nd April](https://preview.redd.it/0sdupadzmlxe1.png?width=1181&format=png&auto=webp&s=8d4131d832e6101c185b077f2de09f342d6c7677) The reason DG did quite well compared to DLTR at the initial announcement was because the difference in China supply exposure. It is quite straightforward --> DLTR has higher exposure to Chinese supply, DLTR will be worse off. Long DG and Short DLTR. But now, …