Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“You talked about Family Dollar and Dollar General. Yes, there were a couple of Family Dollar assets that we did sell vacant. But I'll also share with you that we have 38 Dollar Generals that came up for renewals and we captured over 109% on those renewals. We had about five Dollar Tree, Family Dollar renewals. There too it was over 108.3% or 108.4%. So these businesses are continuing to hold on to their assets and are continuing to perform very well, especially with the backdrop that we are all experiencing. Family Dollar is a bit of a question mark. We'll see how it all settles out. But in terms of Dollar General, Dollar Tree, those are going to continue to do well, in my opinion.”
Realty Income's Dollar General leases renewed at 109%+ of prior rent across 38 stores this quarter, and management expects Dollar General to keep performing well going forward.
“It's just so hard to comprehend that VICI was able to purchase the Venetian at the same cap rate as a well-located Dollar General.”
An analyst note quoted on the call used Dollar General's typical net-lease cap rate as a benchmark to illustrate how attractively VICI priced the Venetian acquisition.
“in support of our commitment to middle BBB ratings by S&P and Moody's”
Dollar General targets middle-BBB credit ratings from Moody's, its rating agency, in support of its balance-sheet strategy.
“in support of our commitment to middle BBB ratings by S&P and Moody's”
Dollar General targets middle-BBB credit ratings from S&P, its rating agency, as part of its leverage commitment.
“as well as through third-party partners, DoorDash and Uber Eats”
Uber Eats is a third-party delivery partner enabling Dollar General's delivery reach, a driver of incremental basket size and repeat visits.
“as well as through third-party partners, DoorDash and Uber Eats”
DoorDash is a third-party delivery partner powering Dollar General's delivery offering, which contributed roughly 80 bps to Q4 comp growth.
“in support of our commitment to middle BBB ratings by S&P and Moody's”
Dollar General reaffirmed its commitment to reaching middle-BBB credit ratings from Moody's (and S&P) as it deleverages, referencing Moody's rating of the company.
“in support of our commitment to middle BBB ratings by S&P and Moody's”
Dollar General reaffirmed its commitment to reaching middle-BBB credit ratings from S&P (and Moody's) as it deleverages, referencing S&P Global's rating of the company.
“Most recently, we entered a partnership with Uber Eats to further expand the reach of our delivery capabilities”
Dollar General added Uber Eats as a delivery partner, now live in 17,000+ stores, expanding grocery/convenience order volume flowing through the Uber platform.
“Our DoorDash partnership, which now services more than 18,000 stores, continues to drive significant incrementality and sales growth.”
Dollar General's DoorDash partnership now covers 18,000+ stores and powers its DG delivery offering, a positive read-through for DoorDash's convenience-retail fulfillment volume.
“how you see competing with Walmart and I guess, maybe even Amazon at some point trying to get more fresh food delivery into the rural markets.”
An analyst raises Amazon as a potential future competitor in rural fresh-food delivery, a space Dollar General is expanding into.
“how you see competing with Walmart and I guess, maybe even Amazon at some point trying to get more fresh food delivery into the rural markets.”
An analyst frames Walmart as a key competitor to Dollar General in fresh-food delivery to rural markets.
“our commitment to middle BBB ratings by S&P and Moody's.”
Moody's is named alongside S&P as the credit-rating agency whose middle-BBB rating Dollar General is working to maintain.
“our commitment to middle BBB ratings by S&P and Moody's.”
Dollar General reaffirms its target of middle-BBB credit ratings from S&P, framing S&P Global Ratings as its credit-rating arbiter.
Revenue grew 5.9% to $10.9 billion with same-store sales up 4.3% and EPS of $1.93 representing 122% year-over-year growth, though the prior year included $0.81 in impairment charges. Full-year gross margin expanded 107 basis points as shrink improvement exceeded the long-term framework, and the DG Media Network reached $170 million in retail media volume. Management introduced FY2026 EPS guidance of $7.10-7.35, implying continued strong growth.
Margin | Demand | Revenue Growth | Guidance Reliability | Competitive Dynamics | Pricing | Cost Pressure | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 7 | 3 | 4 | 1 | 1 | 1 | 1 | |
| 2024Q4 | 4 | 2 | 1 | 2 | 1 | 1 | ||
| 2025Q1 | 3 | 3 | 2 | 1 | 3 | 3 | ||
| 2025Q2 | 6 | 4 | 3 | 1 | 1 | 1 | 2 | 2 |
| 2025Q3 | 5 | 2 | 1 | 3 | 2 | 2 | 1 | 1 |
| 2025Q4 | 4 | 1 | 2 | 2 | 1 | 2 | 2 | |
| 2026Q1 | 5 | 6 | 2 | 2 | 2 | 3 | 2 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Margin | 7 | 4 | 3 | 6 | 5 | 4 | 5 |
| Demand | 3 | 2 | 3 | 4 | 2 | 1 | 6 |
| Revenue Growth | 4 | 1 | 2 | 3 | 1 | 2 | 2 |
| Guidance Reliability | 1 | 2 | 1 | 1 | 3 | 2 | 2 |
| Competitive Dynamics | 1 | 1 | 3 | 1 | 2 | 2 | |
| Pricing | 3 | 1 | 2 | 1 | 3 | ||
| Cost Pressure | 1 | 1 | 2 | 1 | 2 | 2 | |
| Innovation & R&D | 1 | 2 | 1 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rupesh Parikh | Oppenheimer | 7 (0%) |
| Simeon Gutman | Morgan Stanley | 7 (0%) |
| Matt Boss | JPMorgan | 7 (0%) |
| Seth Sigman | Barclays | 7 (14%) |
| Mike Lasser | UBS | 5 (80%) |
| Zhihan Ma | Bernstein | 5 (20%) |
| Robbie Ohmes | Bank of America | 4 (0%) |
| Kelly Bania | BMO Capital Markets | 3 (33%) |
| John Heinbockel | Guggenheim | 3 (33%) |
| Chuck Grom | Gordon Haskett | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 7 (14%) |
| JPMorgan | 1 | 7 (0%) |
| Morgan Stanley | 1 | 7 (0%) |
| Oppenheimer | 1 |
| 7 (0%) |
| Bernstein | 1 | 5 (20%) |
| UBS | 1 | 5 (80%) |
| Bank of America | 1 | 4 (0%) |
| Truist Securities | 2 | 4 (50%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DG Dollar General | 8 | +3.4% | |
| COST Costco Wholesale Corporation | 7 | +11.6% | |
| DLTR Dollar Tree | 8 | +7.2% | |
| TGT Target Corporation | 9 | +6.7% | |
| WMT Walmart Inc. | 6 | +7.3% |