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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.
Lamar Advertising Company
Lamar Advertising Company (LAMR) investor relations material
Lamar Advertising Company Citi’s Miami Global Property CEO Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s Miami Global Property CEO Conference 2026 summary2 Mar, 2026
Market positioning and business model
Yield remains near 5%, above the REIT average, with AFFO multiples below peers, suggesting undervaluation.
High barriers to entry due to federal, state, and local regulations create a strong competitive moat.
Dominant market share in small and mid-sized markets, with 80%+ share across most of the footprint.
Capacity growth is primarily through digital conversions, not new builds.
Ability to control digital competition within existing markets.
Financial performance and outlook
2025 finished stronger than expected, with a robust holiday season driving EBITDA and AFFO per share above guidance.
Political advertising and recent acquisitions are expected to provide tailwinds in 2026.
Loss of the Vancouver transit franchise had minimal EBITDA impact, while the Verde acquisition is highly accretive.
World Cup-related contracts already exceed $3 million.
Guidance for 2026 includes continued growth from rate increases and integration of acquisitions.
Industry trends and verticals
New pharma advertising vertical emerged due to regulatory changes, with geofencing enhancing campaign effectiveness.
Local advertising remains the majority, with increasing share versus traditional media in many markets.
Ability to adapt to changing verticals and customer bases, replacing lost segments with new ones.
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Next Lamar Advertising Company earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
Lamar Advertising Company
Next Lamar Advertising Company earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
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Frequently asked questions
Lamar Advertising is one of the largest outdoor advertising companies in North America, offering thousands of displays across the continent. It offers businesses a variety of billboard, interstate logo, transit and airport advertising opportunities to reach broad audiences every day. In addition to traditional out-of-home inventory, the company is proud to offer its customers the largest network of digital billboards in the United States. With a diverse inventory of billboard, interstate logo, transit and airport advertising formats, the company reaches an extensive audience every day.
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