The EPS beat and guidance raise reinforce the margin recovery story. Monitor same-store sales trends and tariff-related commentary on the conference call for near-term direction. With strong cash flow and no share repurchases planned, expect continued debt paydown and dividend stability.
Price Chart
Executive Summary
Dollar General reported Q1 2026 EPS of $2.00, beating consensus of $1.88 by 6.4%, on revenue of $10.79B (in line with $10.81B estimate). Same-store sales grew 2.0%, and operating profit rose 10.8%. The company raised its full-year EPS guidance to $7.20-$7.45 from $7.10-$7.35, signaling confidence in ongoing margin expansion and cost control.
Key Financial Metrics
Key Facts
- Q1 2026 diluted EPS $2.00 vs consensus $1.88 (beat 6.4%)
- Revenue $10.79B vs consensus $10.81B (in line, -0.2%)
- Same-store sales +2.0% with customer traffic +1.4%
- Gross margin expanded 65 bps to 31.6%, operating margin +40 bps to 5.9%
- FY2026 EPS guidance raised to $7.20-$7.45 from $7.10-$7.35
- Quarterly dividend maintained at $0.59 per share
Financial Impact
EPS beat of $0.12 per share vs consensus, guidance raised $0.10 at midpoint
Risk Factors
- Consumer spending slowdown could pressure sales growth below the 3.7-4.2% target
- Tariff uncertainty may impact gross margins in the back half of the year
- SG&A deleverage from higher depreciation and store investments
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-069198 |
| Document: tm2616084d1_8k.htm | 0001104659-26-069198 |
| Document: 0001104659-26-069198-index-headers.html | 0001104659-26-069198 |
| Document: 0001104659-26-069198-index.html | 0001104659-26-069198 |
| Document: 0001104659-26-069198.txt | 0001104659-26-069198 |
| 8-K Data (Synthetic) | 0001104659-26-069198 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | Institutional Cluster | $130.89 $118.93 | ▼ −9.14% | ▼ −8.98% | $118.94 (−9.13%) |
Aug 28, 2026 5w ago | 8-K | $122.89 $124.84 | ▲ +1.59% | ▲ +1.08% | $118.94 (−3.21%) |
Aug 27, 2026 5w ago | 8-K | $125.89 $123.12 | ▼ −2.20% | ▼ −2.10% | $118.94 (−5.52%) |
Jun 11, 2026 16w ago | Institutional Cluster | $114.34 $115.73 | ▲ +1.22% | ▼ −0.68% | $118.94 (+4.02%) |
Jun 2, 2026 17w ago | 8-K | $106.18 $115.20 | ▲ +8.50% | ▲ +10.31% | $118.94 (+12.02%) |
Apr 7, 2026 25w ago | DEFA14A | $123.04 $117.01 | ▼ −4.90% | ▼ −13.44% | $118.94 (−3.33%) |
Mar 12, 2026 29w ago | 8-K | $135.79 $115.61 | ▼ −14.86% | ▼ −16.84% | $118.94 (−12.41%) |
Feb 28, 2026 30w ago | Institutional Cluster | $152.49 $117.80 | ▼ −22.75% | ▼ −14.81% | $118.94 (−22.00%) |
US Market Status
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