This week, Bank of America reiterated its Underperform rating and lowered its price target to $105, citing “softening sales trends and expense deleverage risks.” Translation: inflation is having a disproportionate effect on Dollar General’s lower-income customers, and cost reduction efforts are unproven. With lower demand and higher input costs pressuring industry profits, SolarEdge management offered a weak Q3 outlook. With Walmart, Costco and other big box stores performing well in a tough macro environment, Dollar General will have to find new ways to attract shoppers and investors.