“By comparison, the corresponding market cap of natural competitors such as Costco (COST), Walmart (WMT), Dollar General (DG), and Dollar Tree (DLTR) has displayed an entirely different behavior over this time frame.”
Can’t speak for COSCO, never shopped there, but Dollar Tree has single use unisex bathroom, Dollar General does not let you use theirs (at least in my area), and as of yet Wal Mart has not weirdo policy on their bathrooms.
This may be why their stocks are doing well.
Just for the sake of clarification: By this, I assume you mean that Dollar Tree's bathroom accommodates only one user at a time, with a door that locks, as opposed to Target, where multiple people can be in the same restroom at the same time.
Walmart will not comment on what their restroom policy is regarding transgenders.
A “unisex” bathroom is not the subject, they’ve been around for years. The difference is, men, and women, and whatever, don’t GO IN THERE AT THE SAME TIME.