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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.
Herc
Herc (HRI) investor relations material
Herc Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary19 Feb, 2026
Business overview and growth strategy
Achieved nearly 10% CAGR revenue growth and close to 12% CAGR EBITDA growth over the past decade, with significant margin expansion and a diversified customer base.
Focused on North America, operating over 600 locations in 46 states and 5 Canadian provinces, following a strategy to build scale in top 100 MSAs.
Emphasizes disciplined capital allocation, technology investment, and a multifaceted diversification strategy to ensure resiliency and growth.
Specialty business now comprises about 18% of fleet, with plans to increase to 22-23% in three years and 25-30% over time.
Industry has matured with professional management, advanced IT, and pricing systems, driving discipline and margin growth.
H&E acquisition and integration
H&E acquisition added 162 locations and 45,000 new customers, accelerating growth by four to five years and expanding network scale.
Integration completed rapidly, including IT stack and sales territory realignment; branch network optimization to finish by end of current quarter.
Dyssynergies were front-loaded at 15% customer loss upon closing, but synergy realization is ahead of expectations.
$100M+ invested in synergy fleet in late 2025, with $40M revenue synergy realized and $100M-$120M expected in 2026.
$125M in cost synergies to be fully realized in 2026, with a balanced split between G&A and operational savings.
Employee and technology integration
Rapid onboarding of acquired employees onto payroll, benefits, and safety systems, with extensive training on technology and sales tools.
Sales teams trained on proprietary pricing tools and specialty offerings, fostering collaboration with subject matter experts.
Annual ProExpo event to further integrate 1,750 sales and operations staff and strengthen relationships.
CEO aims to visit all 162 acquired branches by end of 2026.
Specialty business margin profile vs. gen rent
Mega project margin profile over project lifecycle
Local market recovery timeline and triggers
Partial view of Summaries dataset, powered by Quartr API
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Next Herc earnings date
Q1 202621 Apr, 2026
Herc
Next Herc earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Herc Holdings, Inc. is an equipment rental supplier of lifting, material handling, and scaffolding products as well as specialty vehicles internationally. The company's main products include contractor truck bodies, multipurpose trailers, and heavy-lifters; box trucks, service trucks, refrigerated trucks, and flatbed trucks for transporting liquid materials; aerial devices; power units; and aerial platforms. Herc Holdings markets its products through a network of independent dealers. Herc Holdings Inc. was founded in 1965 and is based in Bonita Springs, Florida.
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