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DOLLAR GENERAL (DG)

Earnings summaries and quarterly performance for DOLLAR GENERAL.

Research analysts who have asked questions during DOLLAR GENERAL earnings calls.

Rupesh Parikh

Oppenheimer & Co. Inc.

7 questions for DG

Also covers: ACI, BJ, CHD +16 more

Seth Sigman

Cantor Fitzgerald

7 questions for DG

Also covers: AAP, ARHS, AZO +13 more

Simeon Gutman

Morgan Stanley

7 questions for DG

Also covers: AAP, ACI, ARHS +32 more

Matthew Boss

JPMorgan Chase & Co.

6 questions for DG

Also covers: , AEO, ANF +38 more

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

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

Josh Young

Truist Securities

2 questions for DG

Also covers: EWCZ, KMX, TSCO

Katharine McShane

Goldman Sachs Group, Inc.

2 questions for DG

Also covers: AAP, ASO, BBWI +16 more

Kelly Bania

BMO Capital Markets

2 questions for DG

Also covers: ACI, ARKO, CASY +11 more

Peter Keith

Piper Sandler & Co.

2 questions for DG

Also covers: ARHS, BBY, BOOT +18 more

Robert Ohmes

Bank of America

2 questions for DG

Also covers: ACI, ARHS, ASO +17 more

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, COST +11 more

Karen Short

Melius Research

1 question for DG

Also covers: ACI, BBY, COST +9 more

Matt Boss

JPMorgan Chase & Co.

1 question for DG

Also covers: ANF, BURL, CCL +10 more

Paul Lejuez

Citigroup

1 question for DG

Also covers: , ACI, AEO +36 more

Spencer Hanus

Wolfe Research

1 question for DG

Also covers: FIVE, GTBIF, TSCO +1 more

Recent press releases and 8-K filings for DG.

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.
4 days ago
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.
4 days ago
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.
4 days ago
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
Dollar General names Emily Taylor as COO
DG
Management Change
Executive Compensation
  • Emily C. Taylor appointed Chief Operating Officer, effective November 16, 2025.
  • Annual base salary increased to $950,000, cash incentive target raised to 100% of salary, plus an equity award valued at approximately $209,000 in RSUs.
  • Amendment to her employment agreement filed as Exhibit 10.1 to reflect the title and compensation changes.
  • Additional leadership moves: Bryan Wheeler promoted to EVP & Chief Merchandising Officer; Pooh Vichidvongsa named SVP, General Merchandise Manager; Shareeka Meadows elevated to SVP, pOpshelf®; EVP Strategy & Development role eliminated and Steve R. Deckard departed.
Nov 13, 2025, 9:25 PM
Dollar General names Donny Lau as CFO
DG
CFO Change
Management Change
Executive Compensation
  • Kelly Dilts will resign as CFO on August 28, 2025; CEO Todd Vasos to serve as interim CFO until October 20, 2025.
  • Donny H. Lau, former DG strategy executive and most recently CFO of Zaxby’s Franchising, appointed Executive Vice President and CFO effective October 20, 2025.
  • Lau’s package includes a $800,000 base salary, 75% target bonus, $900,000 signing bonus, and $5 million in equity awards; employment term through March 31, 2027, with severance protections.
Aug 20, 2025, 12:00 AM
Dollar General integrates 14,000 stores into Uber Eats
DG
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
  • Uber Technologies is partnering with Dollar General to integrate over 14,000 Dollar General and pOpshelf locations into the Uber Eats platform for on-demand and scheduled delivery, effective immediately and expanding through August 2025.
  • Uber Eats is launching a 40% discount on orders of $20 or more (maximum $10 off) with promo code “40GENERAL,” plus no delivery fees for Uber One members, valid through September 30, 2025.
  • Dollar General operates over 20,000 stores across the US and Mexico and ranks No. 16 on Progressive Grocer’s 2025 list of top food and consumables retailers in North America.
  • Financial terms were not disclosed; the deal is expected to boost Uber’s revenue by increasing order volume and extend Dollar General’s presence in the on-demand delivery economy.
Aug 8, 2025, 12:06 PM
Dollar General reports record quarterly sales, raises outlook
DG
Earnings
Guidance Update
  • Record quarterly sales of $10.44 billion, surpassing analyst expectations and prompting an upward revision to full-year earnings and sales guidance.
  • Comparable-store sales rose by 2.4% at stores open at least a year, driven by larger transactions despite slightly lower traffic.
  • Executives highlighted their “Back to Basics” strategy and successful mitigation of most tariff-related cost pressures, while noting ongoing uncertainty around future tariffs.
  • Shares surged up to 16%, making Dollar General the top performer in the S&P 500 and boosting competitor Dollar Tree’s stock, as analysts point to discount retailers benefiting from consumer trade-downs.
Jun 3, 2025, 11:07 AM
Sanofi acquires Blueprint Medicines
DG
M&A
  • Sanofi agreed to acquire Blueprint Medicines for $9.5 billion upfront plus up to $6 per share in contingent value rights, valuing Blueprint at $129 per share, a 26–27% premium over recent closing price.
  • The deal adds FDA- and EU-approved Ayvakit and pipeline assets elenestinib and BLU-808 to Sanofi’s rare disease and immunology portfolio.
  • CVRs include $2 per share upon dosing the fifth patient in the first Phase 2b/Phase 3 trial and $4 per share upon regulatory approval of BLU-808.
  • Analysts project Ayvakit could generate up to $2 billion in annual sales by 2030, and the transaction is expected to close in Q3 2025.
Jun 2, 2025, 5:25 AM
Dollar General Reports Q4 2025 Results and 2025 Guidance
DG
Earnings
Guidance Update
New Projects/Investments
  • Q4 performance: Net sales increased by 4.5% to $10.3 billion and the fiscal year surpassed $40 billion in sales with same-store sales up 1.2%, despite a slight traffic decline.
  • Portfolio optimization actions: The company closed 96 Dollar General stores and shuttered 45 pOpshelf locations (with 6 converted to DG), contributing to a $232 million impairment charge and a Q4 EPS decline to $0.87.
  • 2025 outlook and investments: Guidance calls for net sales growth of 3.4%-4.4%, same-store sales growth of 1.2%-2.2%, and EPS between $5.10 and $5.80; capital expenditures are expected to be $1.3-$1.4 billion, coupled with strategic investments in new stores, remodels, and digital initiatives including an expanded same-day delivery rollout with DoorDash.
Mar 13, 2025, 1:01 PM