These retailers will be hit the most by the coming surge in gasoline prices

Wolfe Research warns that a potential near-term surge in gasoline prices would disproportionately hurt off-price retailers such as Dollar General. This is a sector-level headwind for discount retail—monitor gasoline price moves and discretionary retail exposure for downside risks to traffic and spending.

Analysis

Wolfe Research warns that a potential near-term surge in gasoline prices would disproportionately hurt off-price retailers such as Dollar General. This is a sector-level headwind for discount retail—monitor gasoline price moves and discretionary retail exposure for downside risks to traffic and spending.