Earnings summaries and quarterly performance for DOLLAR GENERAL.
Executive leadership at DOLLAR GENERAL.
Todd J. Vasos
Detailed
Chief Executive Officer
CEO
BW
Bryan Wheeler
Detailed
Executive Vice President and Chief Merchandising Officer
DH
Donny H. Lau
Detailed
Executive Vice President and Chief Financial Officer
EC
Emily C. Taylor
Detailed
Chief Operating Officer
RM
Rhonda M. Taylor
Detailed
Executive Vice President and General Counsel
Board of directors at DOLLAR GENERAL.
Research analysts who have asked questions during DOLLAR GENERAL earnings calls.
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
9 questions for DG
Also covers: ACI, BJ, CHD +17 more
SS
Seth Sigman
Cantor Fitzgerald
9 questions for DG
Also covers: AAP, ARHS, AZO +14 more
SG
Simeon Gutman
Morgan Stanley
9 questions for DG
Also covers: AAP, ACI, ARHS +33 more
MB
Matthew Boss
JPMorgan Chase & Co.
8 questions for DG
Also covers: , AEO, ANF +39 more
ML
Michael Lasser
UBS
6 questions for DG
Also covers: AAP, ASO, AZO +24 more
John Heinbockel
Guggenheim Partners
4 questions for DG
Also covers: ACI, ASO, COST +14 more
Kelly Bania
BMO Capital Markets
4 questions for DG
Also covers: ACI, ARKO, CASY +12 more
RO
Robert Ohmes
Bank of America
4 questions for DG
Also covers: ACI, ARHS, ASO +17 more
Zhihan Ma
Bernstein
4 questions for DG
Also covers: COST, DLTR, HD +3 more
Corey Tarlowe
Jefferies
3 questions for DG
Also covers: AEO, ANF, BOOT +14 more
Chuck Grom
Gordon Haskett Research Advisors
2 questions for DG
Also covers: BJ, CASY, COST +11 more
JY
Josh Young
Truist Securities
2 questions for DG
Also covers: CAR, EWCZ, KMX +2 more
KM
Kate McShane
Goldman Sachs
2 questions for DG
Also covers: ASO, AZO, BBWI +21 more
KM
Katharine McShane
Goldman Sachs Group, Inc.
2 questions for DG
Also covers: AAP, ASO, BBWI +16 more
PK
Peter Keith
Piper Sandler & Co.
2 questions for DG
Also covers: ARHS, BBY, BOOT +19 more
SC
Scot Ciccarelli
Truist Securities
2 questions for DG
Also covers: AAP, AZO, BBY +12 more
Charles Grom
Gordon Haskett Research Advisors
1 question for DG
Also covers: BJ, CASY, COST +13 more
Edward Kelly
Wells Fargo
1 question for DG
Also covers: ACI, BJ, CASY +13 more
KS
Karen Short
Melius Research
1 question for DG
Also covers: ACI, BBY, COST +9 more
MB
Matt Boss
JPMorgan Chase & Co.
1 question for DG
Also covers: ANF, BURL, CCL +11 more
PL
Paul Lejuez
Citigroup
1 question for DG
Also covers: , ACI, AEO +37 more
Spencer Hanus
Wolfe Research
1 question for DG
Also covers: COST, FIVE, GTBIF +3 more
Recent press releases and 8-K filings for DG.
Dollar General reports Q4 2025 results and 2026 guidance
DG
Earnings
Guidance Update
Dividends
- Net sales rose 5.9% to $10.9 billion; same-store sales increased 4.3%; operating profit doubled to $606 million; EPS climbed 122% to $0.93.
- Gross margin expanded 105 bps to 30.4%; full-year gross margin up 107 bps; SG&A declined to 24.9% of sales (–165 bps); operating margin reached 5.6%.
- Generated $3.6 billion of operating cash flow (+21.3%); redeemed $1.7 billion of senior notes; paid a $0.59 per-share dividend (~$130 million).
- 2026 outlook: net sales growth of 3.7%–4.2%; same-store sales up 2.2%–2.7%; EPS guidance of $7.10–$7.35; Q1 dividend of $0.59; no share repurchases planned.
- Long-term framework targets a 6%–7% operating margin in 3–4 years, driven by at least 120 bps of gross margin improvement (including ~50 bps from DG Media Network) and modest SG&A efficiencies.
4 days ago
Dollar General reports Q4 and FY 2025 results
DG
Earnings
Guidance Update
Share Buyback
- Net sales rose 5.9% to $10.9 billion in Q4 with same-store sales up 4.3%, while gross margin expanded 105 bps to 30.4%, driving operating profit +106% to $606 million and EPS +122% to $0.93.
- For FY 2025, gross margin widened by 107 bps aided by an 80 bps shrink reduction, inventories fell 5.7% to $6.3 billion, operating cash flow grew 21.3% to $3.6 billion, senior notes redemptions totaled $1.7 billion, and dividend paid was $0.59/share.
- 2026 guidance calls for net sales +3.7–4.2%, same-store sales +2.2–2.7%, EPS $7.10–7.35, capex $1.4–1.5 billion, with a Q1 dividend of $0.59; no share repurchases contemplated in 2026.
- Long-term framework targets a 6–7% operating margin via ~120 bps of gross margin gains (including 50 bps from DG Media Network), modest SG&A deleverage, and plans to resume buybacks in 2027.
4 days ago
Dollar General reports Q4 2026 results
DG
Earnings
Guidance Update
Dividends
- Gross margin expanded to 30.4% (+105 bps), operating profit rose 106% to $606 M, and EPS increased 122% to $0.93.
- Generated $3.6 B in operating cash flow (+21.3%), redeemed $1.7 B of senior notes, and paid a $0.59 per share dividend (∼$130 M).
- 2026 guidance: net sales +3.7–4.2%, comp sales +2.2–2.7%, EPS $7.10–7.35, capex $1.4–1.5 B; Q1 dividend $0.59; no share repurchases planned.
- Long-term target of 6–7% operating margin in 3–4 years, driven by shrink reduction (~50 bps), DG Media Network (~50 bps), and other gross margin initiatives (~120 bps).
- Strategic focus on customer experience (new store format, digital/delivery – delivery added ~80 bps to Q4 comps; media network sales ~$170 M in 2025), remodel programs (2,000 Renovate, 2,250 Elevate), and adding 450 new stores in 2026.
4 days ago
Dollar General reports fourth-quarter and fiscal 2025 results
DG
Earnings
Guidance Update
Dividends
- Dollar General reported fourth-quarter net sales of $10.9 B, up 5.9% year-over-year; same-store sales grew 4.3%.
- Q4 operating profit increased 106.1% to $606.3 M, and diluted EPS rose 121.8% to $1.93.
- Fiscal 2025 net sales rose 5.2% to $42.7 B, operating profit climbed 28.6% to $2.2 B, and diluted EPS was $6.85, up 34.1%.
- The Board declared a quarterly dividend of $0.59 per share, payable April 21, 2026.
- Fiscal 2026 guidance includes diluted EPS of $7.10–$7.35, net sales growth of 3.7%–4.2%, same-store sales growth of 2.2%–2.7%, and capex of $1.4 B–$1.5 B.
4 days ago
Dollar General reports Q4 and FY2025 results
DG
Earnings
Guidance Update
Dividends
- Q4 net sales rose 5.9% to $10.9 B; FY2025 net sales increased 5.2% to $42.7 B
- Q4 same-store sales increased 4.3%; FY2025 comps up 3.0%
- Q4 diluted EPS climbed 121.8% to $1.93; FY2025 EPS rose 34.1% to $6.85
- Operating profit surged 106.1% in Q4 to $606.3 M and jumped 28.6% for FY to $2.2 B; cash flow from ops up 21.3% to $3.6 B
- Board declared a $0.59 quarterly dividend; FY2026 guidance: net sales growth of 3.7–4.2%, same-store growth of 2.2–2.7%, and EPS of $7.10–7.35
4 days ago
Dollar General expands same-day delivery service
DG
Product Launch
- Dollar General rolled out its myDG Delivery same-day service to over 17,000 stores via its app and website, targeting rural and underserved communities.
- The company is offering one free myDG Delivery order for myDG account holders from Jan. 20–Feb. 28, 2026, with an optional $1 “ASAP” fee for deliveries within an hour.
- Delivery fulfillment leverages Dollar General’s store network and third-party partners: DoorDash serves 18,000+ stores, and Uber Eats covers 17,000+ locations.
- This expansion is part of a broader digital strategy, including DG Media Network, aiming to compete with Amazon’s roughly $4 billion rural delivery investment.
Jan 22, 2026, 8:29 PM
Dollar General announces Q3 2026 results
DG
Earnings
Guidance Update
Dividends
- Net sales increased 4.6% to $10.6 billion; same-store sales rose 2.5%, and EPS grew 43.8% to $1.28
- Operating profit climbed 31.5% to $425.9 million, with gross margin at 29.9% (+107 bps), shrink improving 90 bps, and operating margin reaching 4.0%
- Updated FY 2025 guidance: net sales +4.7–4.9%; same-store sales +2.5–2.7%; EPS $6.30–$6.50; capex towards low end of $1.3 billion–$1.4 billion
- Real estate initiatives: opened 196 new stores in Q3; completed 651 Project Elevate and 524 Project Renovate remodels; plans ~4,730 projects in 2026, including 450 new store openings in the U.S.
Dec 4, 2025, 2:00 PM
Dollar General announces Q3 2026 results
DG
Earnings
Guidance Update
New Projects/Investments
- Net sales rose 4.6% to $10.6 billion, with same-store sales +2.5% in Q3 2026.
- EPS of $1.28, up 43.8%; operating profit of $425.9 million (+31.5%); gross margin 29.9% (+107 bp).
- Merchandise inventory down 6.5% year-over-year to $6.7 billion; operating cash flow of $2.8 billion (+28% YTD); redeemed $600 million of senior notes.
- Updated fiscal 2025 outlook: net sales growth ~4.7%–4.9%, same-store sales ~2.5%–2.7%, EPS $6.30–$6.50.
- Real estate progress: 196 new store openings in Q3; plans for 4,730 projects in 2026, including 450 new U.S. stores, 2,000 Renovate, and 2,250 Elevate remodels.
Dec 4, 2025, 2:00 PM
Dollar General reports Q3 FY2025 results and raises fiscal 2025 guidance
DG
Earnings
Guidance Update
Dividends
- Net sales rose 4.6% to $10.65 billion, same-store sales +2.5%, operating profit +31.5% to $425.9 million, and diluted EPS +43.8% to $1.28.
- FY 2025 guidance raised to net sales growth of 4.7%–4.9%, same-store sales +2.5%–2.7%, and diluted EPS of $6.30–$6.50.
- Dividend: Board declared quarterly cash dividend of $0.59 per share, payable January 20, 2026, to shareholders of record January 6, 2026.
- FY 2026 store growth outlook: ~4,730 real estate projects, including ~450 new U.S. stores and up to 10 in Mexico, plus ~4,250 store remodels and ~20 relocations.
Dec 4, 2025, 11:53 AM
Dollar General appoints Emily Taylor as COO
DG
Management Change
Executive Compensation
- Emily Taylor will become COO, effective November 16, 2025, overseeing operations across 20,000+ stores and functions including supply chain, merchandising, marketing, digital, real estate, decision science, and process improvement.
- Taylor, a 25-year Dollar General veteran and 2025 Merchant of the Year, led key initiatives like the Non-Consumable Initiative and the launch of pOpshelf to enhance in-store and digital experiences.
- Her base salary rises from $850,000 to $950,000, with a cash incentive target of 100% of base salary and approximately $209,000 in RSUs vesting over three years.
- The company also elevated Bryan Wheeler to EVP & Chief Merchandising Officer and eliminated its EVP, Strategy and Development role as part of a broader executive realignment.
Nov 13, 2025, 9:28 PM
Quarterly earnings call transcripts for DOLLAR GENERAL.
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