As previously reported, Raymond James downgraded Dollar General (DG) to Outperform from Strong Buy and lowered its price target to $105 from $110. Analyst Dan Wewer's most recent pricing survey indicates Walmart's (WMT) pricing has turned more competitive, with national branded consumables now 4.4% lower in price compared to Dollar General and 6.5% below Family Dollar (DLTR), relative to in line over the past year. The analyst believes value retailers will need to react by either lower pricing in order to protect market share, which will impact negatively on margins, or maintain pricing, which could become a comp sales headwind once consumers take notice to Walmart's value offering.