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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
ArcBest
ArcBest (ARCB) investor relations material
ArcBest Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary26 Feb, 2026
Executive summary
Annual meeting scheduled for April 24, 2026, to elect ten directors, approve executive compensation, ratify the auditor, approve reincorporation to Texas, and consider a shareholder GHG proposal.
2025 revenue was $4.0B, with $2.62 earnings per diluted share; $86M returned to shareholders via buybacks and dividends.
Leadership transition: Seth Runser appointed CEO effective January 2026, with Judy McReynolds remaining as Chairman.
Four new independent directors added, lowering average board tenure and enhancing expertise.
Voting matters and shareholder proposals
Proposals include election of directors, advisory vote on executive compensation, ratification of Grant Thornton LLP as auditor, reincorporation to Texas, and a shareholder proposal for GHG emissions reduction targets.
Board recommends voting for all management proposals and against the GHG emissions reduction target proposal.
Board of directors and corporate governance
Board consists of ten nominees, eight of whom are independent; recent refreshment added expertise in logistics, finance, and technology.
Board leadership structure includes a non-independent Chairman, a Lead Independent Director, and committees composed entirely of independent directors.
Board skills include audit, cybersecurity, ESG, executive compensation, finance, HR, legal, risk management, technology, and logistics.
Mandatory retirement age of 75 for directors; directors limited to serving on two other public boards.
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Next ArcBest earnings date
Q1 20261 May, 2026
ArcBest
Next ArcBest earnings date
Q1 20261 May, 2026
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Frequently asked questions
ArcBest Corporation provides logistics and transportation solutions including less-than-truckload freight, truckload services, and supply chain optimization. It serves customers in manufacturing, retail, and distribution across North America. The company is headquartered in Fort Smith, Arkansas, and its shares are listed on the NASDAQ.
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