Dollar General/Tree 1,000 New Properties A Year For Decades- Point of Saturation?

[Arthur Seck]

Dollar General and Dollar Tree have been building ~1,000 stores each in the U.S. each year for over a decade, and I've read people on the forums who have pursued strategies for building and leasing specifically to these players at a high volume.

How is this rate of new builds sustainable, and how can we determine the point of saturation, when the pipeline ends?

Are they starting to lower their criteria in terms of proximity to competitors and cannibalization for new locations?