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Dollar General sees shift in how customers are spending
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Dollar General sees shift in how customers are spending

Yahoo Finance · May 3, 2026, 4:23 PM

Key takeaways

  • Dollar General sees shift in how customers are spending Daniel Kline Sun, May 3, 2026 at 11:23 PM GMT+7 3 min read DG MCD When the economy struggles, many people don't give up on things like luxury purchases and eating.
  • Consumers, McDonald's CFO Ian Borden noted, also trade down within the restaurant.
  • "I would say the first one is that we are seeing some consumers who are kind of trading down from those more premium or higher-priced items in the menu to more core and value," he added.

Dollar General sees shift in how customers are spending Daniel Kline Sun, May 3, 2026 at 11:23 PM GMT+7 3 min read DG MCD When the economy struggles, many people don't give up on things like luxury purchases and eating. Instead, they trade down to something that costs less.

"If you look at incomes under $100,000, we're actually doing quite well there, which suggests that we're getting some benefit from trade down, from things like full-service dining, casual dining, et cetera, Mc Donald's CEO Chris Kempczinski shared during the chain's second-quarter 2023 earnings call.

Consumers, McDonald's CFO Ian Borden noted, also trade down within the restaurant.

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