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Visual21 Nov 2025
Data center suppliers
Dollar General (DG) investor relations material
Dollar General Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Aug, 2025
Executive summary
Net sales rose 5.1% year-over-year to $10.73 billion in Q2 2025, driven by new and mature store performance, same-store sales growth, and broad-based category gains.
Same-store sales increased 2.8%, with balanced growth in customer traffic and average basket, and gains across all major categories.
Net income grew 10% to $411.4 million, and diluted EPS rose 9.4% to $1.86, surpassing expectations.
The company opened 204 new stores, remodeled 1,321 stores, and closed 40 stores in the quarter.
Full-year financial guidance was raised, reflecting strong Q2 performance and an improved outlook.
Financial highlights
Gross profit margin improved by 137 basis points to 31.3%, mainly due to lower shrink, higher inventory markups, and reduced damages.
Operating profit increased 8.3% to $595.4 million, with operating margin up to 5.55%.
Net interest expense decreased to $57.7 million, and effective tax rate rose to 23.5%.
Merchandise inventories declined 5.6% to $6.6 billion, with a 7.4% decrease per store.
Cash flow from operations rose 9.8% to $1.8 billion in the first half.
Outlook and guidance
Fiscal 2025 guidance: net sales growth of 4.3%-4.8%, same-store sales growth of 2.1%-2.6%, and EPS of $5.80-$6.30, with a 23.5% tax rate.
Capital spending expected at $1.3-$1.4 billion, supporting 4,885 real estate projects, including 575 new U.S. stores and up to 15 in Mexico.
No share repurchases assumed in guidance to preserve investment grade rating.
Shrink reduction expected to remain a tailwind, though less pronounced in Q4.
Promotional environment and inflationary pressures expected to persist.
What drove 7.4% per-store inventory reduction?
FY25 capital allocation priority?
Are SG&A cost increases sustainable?
Shrink reduction: What actions are most impactful?
Delivery expansion: What's the next strategic step?
Debt reduction: What's the next target?
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Next Dollar General earnings date
Q3 20264 Dec, 2025
Next Dollar General earnings date
Q3 20264 Dec, 2025
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Frequently asked questions
Americas Neighborhood Store
Dollar General brands itself as America's Neighborhood store, and it’s easy to see why. The company today operates nearly 20.000 stores in almost every single state in the US, serving everything from larger urban cities to small rural communities. The company is focused on providing a small and convenient neighborhood store with low prices for consumers in the specific stores’ local area.
Growth through affordable prices
The first Dollar General was opened in Springfield, Kentucky by salesman and retail store owner J.L. Turner. His idea for his newest venture was quite simple: no item was to cost more than one dollar. This is something that quickly became incredibly popular amongst consumers and other stores owned by Turner quickly followed suit. The company went public in 1968 and is today heavily ingrained in the daily lives of millions of Americans. Even though all items no longer are priced below one dollar, the business idea of providing quality products for less is something that Dollar General still operates by today.
Wide Reach, Local Impact
With a presence in nearly all of America's 50 states, Dollar General's reach extends across urban, suburban, and rural America. Dollar General's efficient operations, involving a lean supply chain, self-distribution, and smaller store formats than competitors like Walmart and Target, contribute to its ability to maintain low prices. Dollar General stores tend to have a high level of customer loyalty due to the fact that they offer a convenient shopping experience close to their customers while keeping prices low. To further spur this on, the company also offers various loyalty programs for customers.
Fresh food, online shopping, and Groceries
Dollar General is first and foremost a grocery store, but also carries a variety of household items and accessories. In recent years, the company has started to expand its operations as the digital landscape continues to evolve and now offers a variety of products through its online store. Like the gas station/convenience store Casey’s they have also started to offer fresh food options for customers looking for a quick bite to eat, or something warm and fresh to take home.
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