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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Dollar General (DG) is 8/10.
Dollar General delivered net sales growth of 3.4% to $10.8 billion and same-store sales growth of 2%, while diluted EPS rose 12.4% to $2.00, exceeding the high end of management's internal expectations. The earnings outperformance was driven by 65 basis points of gross margin expansion, led by higher markups, lower shrink, and reduced damages, which lifted operating profit 10.8% to $638.5 million. Customer traffic grew 1.4% for a fourth consecutive quarter and the company gained market share, helped by accelerating trade-in from higher-income households earning more than $100,000 even as core customers stayed financially constrained by elevated gas prices and reduced SNAP benefits. Management raised full-year FY2026 EPS guidance to $7.20-$7.45 from $7.10-$7.35, citing roughly equal contributions from Q1 upside and a lower expected tax rate.
Scored from Dollar General’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 25, 2026, Rhonda M. Taylor, Executive Vice President and General Counsel, notified Dollar General of her intention to retire. She is expected to transition to a senior advisory role effective December 7, 2026 and to remain in that role through at least April 2, 2027. The company issued a news release regarding the transition.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.30B | +4.5% | $0.87 | -52.5% | 29.4% | 2.9% | 1.9% | $528M |
| FY2025 Q1 | $10.44B | +5.3% | $1.78 | +7.9% | 31.0% | 5.5% | 3.8% | $556M |
| FY2025 Q2 | $10.73B | +5.1% | $1.86 | +9.4% | 31.3% | 5.6% | 3.8% | $565M |
| FY2025 Q3 | $10.65B | +4.6% | $1.28 | +43.8% | 29.9% | 4.0% | 2.7% | $690M |
| FY2025 Q4 | $10.91B | +5.9% | $1.93 | +121.8% | 30.4% | 5.6% | 3.9% | $1.27B |
| FY2026 Q1 | $10.79B | +3.4% | $2.00 | +12.4% | 31.6% | 5.9% | 4.1% | $365M |
| FY2026 Q2 | $11.29B | +5.2% | $2.48 | +33.3% | 32.6% | 6.8% | 4.9% | $374M |