Dollar General's fundamental outlook is supported by a robust operational turnaround, with revenue growth accelerating to 5.2% in 2026Q2 and gross margins expanding 480 basis points from their 2024Q1 trough to 32.6%, driving a 33.3% year-over-year EPS increase.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 5.2% in 2026Q2, while gross margin has expanded significantly from a trough of 27.8% in 2024Q1 to 32.6%, indicating successful mitigation of prior cost pressures.
The bullish thesis highlights margin compression from pressured low-income consumers but anticipates recovery as conditions normalize, leading to stock appreciation.
Dollar General's Q1 2026 results showed 3.4% net sales growth, positive traffic trends, and broad-based category strength, indicating operational resilience.
The company achieved gross margin expansion to 31.6%, reflecting improved profitability and efficiency in its operations.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $2.48+23.4% vs $2.01 | $11.3B+0.8% vs $11.2B |
Q3 2026 Jun 2, 2026 | $2.00+5.8% vs $1.89 | $10.8B-0.3% vs $10.8B |
Q2 2026 Mar 12, 2026 | $1.93+16.3% vs $1.66 | $10.9B+0.9% vs $10.8B |
Q4 2025 Dec 4, 2025 | $1.28+35.4% vs $0.94 | $10.6B+0.3% vs $10.6B |
The FTC and 20 states allege Dollar General extracted millions in unlawful overcharges from vulnerable shoppers through deceptive pricing practices.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Evergreen Capital Management LLC increased its holdings in Dollar General Corporation (NYSE: DG) by 700.3% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 15,422 shares of the company's stock after acquiring an additional 13,495 shares during the period. Evergreen Capital Management LLC's holdings in Dollar
Dollar General remains a Buy, benefiting from operational improvements and consumer trade-downs amid macroeconomic pressure. DG raised guidance: net sales growth to 4–4.3%, same-store sales up 2.5–2.9%, and EPS of $7.80–$8.00, reflecting strong execution. Margin expansion still has room to shine thanks to shrink/damage reduction, potential private label development, and supply chain productivity, supporting robust free cash flow and capital returns.
Benchmark DG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dollar General Corporation (DG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $133.75 | $29.5B | 19.53 | 5.2% | 3.54% | 18.99% | 1.76% | |
| $131.14 | $25.2B | 22.08 | 10.43% | 8.03% | 45.58% | — | |
| $240.30 | $13.29B | 37.20 | 22.9% | 11.65% | 27.73% | — | |
| $125.47 | $1T | 45.96 | 4.73% | 3.04% | 21.64% | 0.75% | |
| $158.36 | $71.93B | 19.48 | -1.68% | 4.08% | 26.66% | 2.85% | |
| $1053.56 | $467.23B | 57.86 | 8.17% | 3.04% | 28.02% | 0.47% |
Dollar General Corporation (DG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dollar General Corporation (DG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 28, 2026·SEC
Aug 27, 2026·SEC
Jun 2, 2026·SEC
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Dollar General Corporation (DG) stock FAQ — growth, dividends, profitability & financials explained
Dollar General Corporation (DG) reported $43.64B in revenue over the trailing twelve months. Revenue was $42.72B in fiscal year 2025. That is 1902% more than the $2.13B of fiscal year 1996.
Dollar General Corporation (DG) grew revenue by 5.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. Dollar General Corporation (DG) earned $1.70B in net income over the trailing twelve months (a 3.9% net margin).
Yes. Dollar General Corporation (DG) pays a dividend that yields 1.76% at the current price, a moderate yield.
Dollar General Corporation (DG) had a return on equity (ROE) of 19.0% in fiscal year 2025. That is above the market's typical 10-15%.
Dollar General Corporation (DG) generated $2.70B in free cash flow over the trailing twelve months.
