Dollar General CEO raises major red flag about consumers

For months, economists and retailers have warned about the financial strain facing lower- and middle-income consumers. Higher earners, on the other hand, have largely been sheltered from the effects of the rising costs of living. But that may be changing. A growing number of CEOs and industry insiders, from retailers as varied as Walmart and ThredUp, have said they're seeing shifts in the behavior of consumers earning $100,000 a year or more. Dollar General's CEO Todd Vasos is the latest to join that growing chorus.