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Dollar Stores May Not Be Able to Get Away Without E-Commerce Much Longer

  • Discounters’ comparable sales underperform Walmart, Target
  • E-commerce growth at big-boxes likely a factor, analyst says
A customer view merchandise displayed for sale at a Dollar Tree Inc. store in Louisville, Kentucky.

A customer view merchandise displayed for sale at a Dollar Tree Inc. store in Louisville, Kentucky.

Photographer: Luke Sharrett/Bloomberg

All of a sudden, big box stores are beating out their bargain bin brethren.

Walmart Inc. and Target Corp. are reporting comparable sales at higher rates than the dollar stores, according to Quo Vadis Capital’s John Zolidis. Part of the pain? The dollar outlets have no strong e-commerce presence, which now "looks like a liability."