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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.
Omnicom Group
Omnicom Group (OMC) investor relations material
Omnicom Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Closed the IPG acquisition, forming the world's leading marketing and sales company, and rapidly integrated teams, platforms, and leadership to drive sustained growth and operational efficiency.
Launched a new connected capabilities organization, integrating data, identity, and AI assets, and began realigning the portfolio for sustainable growth and profitability.
Identified and began executing on the sale or exit of non-strategic and underperforming operations, representing $2.5 billion in annual revenue, with $800 million already completed and $700 million in smaller markets moved to minority-owned positions.
Announced a $5 billion share repurchase program, including a $2.5 billion accelerated share repurchase, and increased quarterly dividends to $0.80 per share.
Combined technology platforms and advanced AI, identity, and data capabilities, integrating Acxiom Real iD, Flywheel Commerce Cloud, and Omni data.
Financial highlights
Full year 2025 revenue was $17.27 billion, up 10.1% year-over-year; Q4 revenue was $5.53 billion, up 27.9% year-over-year, with IPG contributing for one month.
Adjusted EBITA for 2025 was $2.7 billion (15.6% margin); Q4 adjusted EBITA was $928.9 million (16.8% margin).
Non-GAAP adjusted net income for 2025 was $1.78 billion ($8.65 per diluted share); Q4 adjusted EPS was $2.59.
Free cash flow for 2025 was $2.23 billion, up from $1.96 billion in 2024, with a $700 million positive change in operating capital year-over-year.
Year-end cash equivalents and short-term investments were $6.9 billion, up $2.5 billion from last year.
Outlook and guidance
Projected cost synergy target over three years increased to $1.5 billion, double the initial estimate, with $900 million targeted for 2026.
Plan to repurchase an additional $500 million to $1 billion in shares during 2026, maintaining a strong investment grade credit rating.
Net interest expense projected to increase by $210 million in 2026 due to higher debt and refinancing.
Share count expected to decline by 9%-11% by end of 2026 due to repurchases.
Additional details on 2026 revenue and EBITDA growth to be provided at Investor Day on March 12.
What drove the GAAP net loss in 2025?
What is the updated cost synergy target for IPG?
What is the trend in salary costs as % of revenue?
Detail AI's role in $1B labor cost synergies
How do dispositions impact future organic growth?
What is the rationale for the $5B share repurchase program?
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Next Omnicom Group earnings date
Investor Day 202612 Mar, 2026
Omnicom Group
Next Omnicom Group earnings date
Investor Day 202612 Mar, 2026
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Frequently asked questions
Omnicom is a strategic holding company that provides advertising, marketing, and corporate communication services to global companies. The company operates under different names, but it organizes its services around its clients. Omnicom's global networks include BBDO, DDB, TBWA, Omnicom Media Group, and the DAS Group of Companies. The company operates in a highly competitive industry, with various media channels and platforms making it complex for marketers to reach their target audience in a cost-effective way. Omnicom aims to provide an extensive range of advertising, marketing, and corporate communication services through various client-centric networks that are organized to meet specific client objectives. Omnicom has structured its business around business trends such as clients expanding their focus on global markets and integrating traditional and non-traditional marketing channels.
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