The lower income US consumer is shifting their spend to consumables and increasing theft at the ‘value’ stores designed to serve them. Dollar General issued a press release today, August 31, 2023, which had 19,488 stores as of August 4, 2023. “Same-store sales in the second quarter of 2023 included declines in each of the home, seasonal, and apparel categories, partially offset by growth in the consumables category.”