1. Dollar Tree's $9 Billion Problem: Family Dollar

    Dollar Tree's $9 Billion Problem: Family Dollar

    Dollar Tree Inc. won a hard-fought battle to buy Family Dollar more than three years ago, beating out Dollar General Corp. for the roughly 8,200-store chain that caters to low-income shoppers by selling everything from $40 wireless speakers to 55-cent cans of Vienna sausage...

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    1. At this point [Family Dollar] has been losing traffic for years. The store managers are tired, employees are tired and the energy and culture are just not there.
    2. This sector is the right sector to be in.
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