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Sentiment · FY2026 Q2
| 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 | 8 (0%) |
| Matt Boss | JPMorgan | 8 (0%) |
| Seth Sigman | Barclays | 8 (13%) |
| Simeon Gutman | Morgan Stanley | 8 (0%) |
| Michael Lasser | UBS | 6 (67%) |
| Zhihan Ma | Bernstein | 6 (17%) |
| Robbie Ohmes | Bank of America | 5 (0%) |
| Chuck Grom | Gordon Haskett | 4 (0%) |
| Scot Ciccarelli | Truist Securities | 4 (25%) |
| Kate McShane | Goldman Sachs | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 8 (0%) |
| Oppenheimer | 1 | 8 (0%) |
| Barclays | 1 | 8 (13%) |
| JPMorgan | 1 |
| 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 |
| 8 (0%) |
| Bernstein | 1 | 6 (17%) |
| UBS | 1 | 6 (67%) |
| Bank of America | 1 | 5 (0%) |
| Truist Securities | 2 | 5 (40%) |
| +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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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.
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 |
What DG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the middle triple b ratings by S and P and Moody's.”
Dollar General references its mid-BBB credit ratings from Moody's, a standard rating-agency relationship tied to its leverage commitment.
“the middle triple b ratings by S and P and Moody's.”
Dollar General references maintaining its mid-BBB credit ratings from S&P, a routine rating-agency relationship tied to its leverage target.
“through third party partners DoorDash and Uber Eats.”
Dollar General uses Uber Eats as a third-party delivery partner, giving Uber incremental order volume from DG's expanding rural delivery footprint.
“through third party partners DoorDash and Uber Eats.”
Dollar General fulfills delivery through third-party partners including DoorDash, a positive read-through as DG's rapidly growing delivery volume flows across DoorDash's platform.
| 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 | 8 | +6.7% | |
| WMT Walmart Inc. | 6 | +7.3% |