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    Josh Young • Truist Securities

    Josh Young's questions to Dollar General Corp (DG) leadership

    Josh Young's questions to Dollar General Corp (DG) leadership • Q1 2026

    Question

    Josh Young, on for Scott Ciccarelli at Truist Securities, asked if heightened clearance activity contributed to recent sales and questioned the sustainability of positive comps across all categories.

    Answer

    CEO Todd Vasos clarified that there was no significant clearance activity impacting comps, aside from some related to a small number of store closures. He attributed the balanced growth across categories to strong merchandising initiatives in non-consumables and the influx of trade-in customers. He emphasized that the balance of value and convenience across the assortment is key to sustaining this performance.

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    Josh Young's questions to Dollar General Corp (DG) leadership • Q1 2026

    Question

    Josh Young, on for Scott Ciccarelli of Truist Securities, asked if heightened clearance activity drove recent sales and questioned the sustainability of positive comps across all categories, especially discretionary.

    Answer

    CEO Todd Vasos clarified that there was no heightened clearance activity beyond minor store closure liquidations, which did not materially impact the comp. He attributed the balanced sales growth to strong merchandising in non-consumables and the influx of trade-in customers. He expressed confidence in sustaining this balance, emphasizing that the composition of the comp is as important as the overall number and that the team is focused on driving both consumable and discretionary sales through value and convenience.

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    Josh Young's questions to Tractor Supply Co (TSCO) leadership

    Josh Young's questions to Tractor Supply Co (TSCO) leadership • Q1 2025

    Question

    Josh Young, on for Scott Ciccarelli, asked about the extent of price increase requests from vendors and whether Tractor Supply has begun to pass those costs on to consumers.

    Answer

    CEO Hal Lawton clarified that Tractor Supply is not taking price increases at this time due to market uncertainty. He acknowledged that vendors are incurring the 145% tariff on Chinese goods, which is impacting their balance sheets, and he expects conversations about cost sharing to begin in the coming weeks and months.

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