DEFA14A ·Filed Apr 7, 2026

DG

DOLLAR GENERAL CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed5mo ago SEC0001104659-26-040439
Proxy solicitation materials
Actionable Insight • Neutral

This filing is a standard procedural step. The key information for investors is the confirmation of the board's support for the current slate of directors and management's positions on the proposals. The recent CEO appointment announcement is more material than this proxy filing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
DG ▼ -3.96% at T+60d
NEUTRAL call ✗ call lost -3.96% · α vs SPY -14.13% · entry $123.04 → $118.17
Entry anchored
Apr 7, 03:59 PM ET
via exchange tick
T+1d
-2.76%
call -2.76% · α -3.34%
$119.64
settled 6mo ago
T+5d
-1.67%
call -1.67% · α -5.18%
$120.99
settled 6mo ago
T+20d
-4.90%
call -4.90% · α -13.44%
$117.01
settled 5mo ago
T+60d
-3.96%
call -3.96% · α -14.13%
$118.17
settled 3mo ago

Price Chart

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Executive Summary

Dollar General Corporation filed a definitive proxy statement for its 2026 Annual Meeting, which includes a shareholder vote on director elections, executive compensation, auditor ratification, and three shareholder proposals. This filing follows a recent 8-K filing that announced the appointment of Jerry W. Fleeman as CEO, indicating a period of leadership transition. The proxy materials are routine and confirmatory of the board's recommendations.

Key Facts

  • Filed Definitive Proxy Statement (DEFA14A) for the 2026 Annual Meeting.
  • Meeting date is May 28, 2026, and voting is virtual.
  • Items for vote include the election of nine directors, advisory approval of executive compensation, ratification of auditors, and three shareholder proposals.
  • The filing is a direct follow-up to an 8-K filed on March 24, 2026, which announced the appointment of Jerry W. Fleeman as CEO.
  • The board recommends voting 'For' on all items except the three shareholder proposals, which it recommends 'Against'.

Financial Impact

No direct financial impact. The filing is a routine disclosure of corporate governance matters.

Risk Factors

  • The shareholder proposals, if passed, could lead to changes in corporate governance, but the board's strong recommendation against them makes passage unlikely.

Market Snapshot

Exchange
NYSE
Sector
Retail-Variety Stores

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-040439
Document: 0001104659-26-040439-index-headers.html0001104659-26-040439
Document: 0001104659-26-040439-index.html0001104659-26-040439
Document: 0001104659-26-040439.txt0001104659-26-040439
8 reports for DG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for DG — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
Institutional Cluster
MIXED ★ 5/10
$130.89 $118.93▼ −9.14%▼ −8.98%$118.94 (−9.13%)
Aug 28, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$122.89 $124.84▲ +1.59%▲ +1.08%$118.94 (−3.21%)
Aug 27, 2026
5w ago
8-K
BULLISH ★ 7/10
$125.89 $123.12▼ −2.20%▼ −2.10%$118.94 (−5.52%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$114.34 $115.73▲ +1.22%▼ −0.68%$118.94 (+4.02%)
Jun 2, 2026
17w ago
8-K
BULLISH ★ 6/10
$106.18 $115.20▲ +8.50%▲ +10.31%$118.94 (+12.02%)
Apr 7, 2026
25w ago
DEFA14A
NEUTRAL ★ 2/10
$123.04 $117.01▼ −4.90%▼ −13.44%$118.94 (−3.33%)
Mar 12, 2026
29w ago
8-K
NEUTRAL ★ 4/10
$135.79 $115.61▼ −14.86%▼ −16.84%$118.94 (−12.41%)
Feb 28, 2026
30w ago
Institutional Cluster
MIXED ★ 6/10
$152.49 $117.80▼ −22.75%▼ −14.81%$118.94 (−22.00%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (65h 1m)

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