earnings
confidence high
sentiment positive
materiality 0.85
Dollar General Q2 EPS $2.48 (+33%) beats; raises FY26 EPS guidance to $7.80-8.00
DOLLAR GENERAL CORP
- Net sales +5.2% to $11.3B; same-store sales +3.5%, fifth straight quarter of customer traffic growth.
- Operating profit +29.2% to $769.2M; diluted EPS $2.48 vs $1.86, includes ~$0.25 tariff refund benefit.
- Raises FY26 EPS guidance to $7.80-8.00 (prev $7.20-7.45); net sales growth 4.0-4.3% (prev 3.7-4.2%).
- Declares $0.59/share quarterly dividend payable Oct 20 to record Oct 6; plans up to $700M share repurchases.
- Opened 125 US stores in Q2; FY26 capex guidance $1.4-1.5B; inventories flat at $6.6B.