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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.
NIQ Global Intelligence
NIQ Global Intelligence (NIQ) investor relations material
NIQ Global Intelligence Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Feb, 2026
Executive summary
Achieved 5.7% organic constant currency revenue growth in 2025, exceeding IPO targets and delivering $350 million in free cash flow in the back half of the year.
Delivered 9.2% reported revenue growth in Q4 and 5.7% for the full year, with notable strength in EMEA and Americas.
AI integration drove both top-line growth and operational efficiencies, with significant adoption among top clients and measurable productivity gains.
Deleveraged to 3.25x EBITDA and became cash flow positive ahead of schedule.
Launched AI-enabled products and cost-efficiency actions to enhance 2026 margins.
Financial highlights
Q4 2025 reported revenue grew 9.2% year-over-year to $1,139.1M; full-year revenue up 5.7% to $4,198.4M.
Adjusted EBITDA for Q4 rose 30% to $289.2M (margin 25.4%, up 410 bps); full-year Adjusted EBITDA up 23.8% to $916.5M (margin 21.8%).
Net loss improved to $(32)M in Q4 and $(353)M for the year, both significantly better than prior year.
Free cash flow turned positive at $36M for the year, a sharp improvement from $(225)M in 2024.
Ended 2025 with $518.8M in cash and $1.3B in total liquidity.
Outlook and guidance
FY 2026 revenue guidance: $4,439M–$4,452M, with 5.7%–6.0% reported growth and 5.0%–5.3% organic constant currency growth.
Adjusted EBITDA expected at $1,043M–$1,060M (margin 23.5%–23.8%).
Free cash flow guidance: $235M–$250M; net leverage ratio targeted below 3.0x.
Full-year adjusted EPS guidance of $0.95–$0.99, up from $0.23 in 2025.
CapEx to remain at 6.5–7% of revenue, focused on panel expansion, platform, and AI.
AI monetization and cost base impact on 2026 margins
Activation revenue OCC growth strategy
Sustainability of FCF tailwinds into 2026
AI product adoption impact on client spend?
Details of 2026 cost optimization program
Replicability of NIQ's governed data moat?
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Next NIQ Global Intelligence earnings date
Q1 202614 May, 2026
NIQ Global Intelligence
Next NIQ Global Intelligence earnings date
Q1 202614 May, 2026
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