Two of the hottest stocks of 2025, Dollar Tree (DLTR) and Dollar General (DG), have gained 55% and 65% year to date, respectively, while Nvidia’s stock is up 35%. Dollar General and Dollar Tree both saw an increase in same-store sales, with Dollar Tree capturing 3 million new shoppers, notably from higher-income households.

Dollar General’s third quarter same-store sales rose 2.5%, while Dollar Tree’s same-store sales gained 4.2%, contrasting with Target’s 3.8% decrease in same-store sales. Dollar Tree CEO Michael Creedon highlighted that the average spend for lower-income households grew more than twice as fast in the third quarter compared to higher-income households.

Former Federal Reserve Vice Chair Lael Brainard noted an affordability crisis in the US economy, with concerns about job opportunities and affordability for lower-income households. Brainard highlighted the disparity in economic conditions, where the top 10% of consumers have seen positive housing values and stock portfolios while lower-income households feel more pressure on spending.

Read more at Yahoo Finance: Why these 2 stocks have shockingly blown away Nvidia