Dollar General Corporation (DG)

Over the past six months, Dollar General's stock price has seen significant movement. As of July 18, 2025, the share price was $110.09, a 10.07% decline from July 19, 2024, but with a 6-month return of 49.84% as of July 21, 2025. Key events include Q4 Fiscal Year 2024 results showing sales growth but decreased profits, and Q1 Fiscal Year 2025 results showing same-store sales increase and raised forecasts. The company initiated store optimization, closing 96 Dollar General stores and 45 pOpshelf stores. Shrinkage has been a problem, leading to the shutdown of self-checkout in many stores. Analyst ratings have varied, and the company is focusing on preserving its credit rating and financial flexibility.

Dollar General's business is somewhat seasonal, with higher operating profit in the fourth quarter due to the Christmas selling season. Demand for seasonal products caters to various holidays and celebrations throughout the year, such as Halloween, Christmas, Easter, and the Fourth of July, with the "Back-to-School" season also driving demand. Weather patterns can also affect quarterly results. A significant portion of Dollar General's revenue comes from its consumables category, which provides a more consistent demand base.

Dollar General Corporation (DG) is an American chain of discount stores headquartered in Goodlettsville, Tennessee, operating in the Retail Trade sector. The company focuses on providing affordable everyday necessities and quality consumable goods to budget-conscious consumers in rural and suburban areas. Its major product offerings include highly consumable items, seasonal products, home products, and apparel, marketed under banners like Dollar General, DG, Clover Valley, True Living, POpshelf, and Mi Super Dollar General. The company also sells products through its e-commerce platform, dollargeneral.com.

Dollar General operates over 20,662 stores across 48 U.S. states and Mexico as of February 28, 2025, with the greatest concentration in the southern, southwestern, midwestern, and eastern United States. Approximately 80% of its stores are located in towns with populations of 20,000 or fewer people, primarily in rural and suburban markets. Dollar General opened its first stores in Mexico in 2023. As of early 2025, only Alaska and Hawaii lacked Dollar General stores.

Dollar General's brand reputation has been influenced by its focus on value and affordability, particularly for its low-income customer base. The company's "Back to Basics" strategy has shown early positive signs, with improved customer satisfaction scores. Increased shrinkage has been a negative factor, leading to the shutdown of self-checkout in many stores. Store optimization and closures could have localized impacts on reputation. Dollar General has been attracting higher-income shoppers and has partnered with DoorDash to enable SNAP/EBT payments and launched a kitchen and houseware collection with Dolly Parton. The company also celebrated the fifth-year anniversary of its Feeding America® partnership with an additional $1 million donation.

Dollar General Corporation has a diverse ownership structure, with significant stakes held by institutional and individual investors. As of July 18, 2025, there are 1588 institutional owners holding a total of 240,851,681 shares. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Pzena Investment Management Llc, State Street Corp, Capital International Investors, First Eagle Investment Management, LLC, Geode Capital Management, Llc, and Morgan Stanley. Vanguard Group Inc. is cited as the largest individual Dollar General shareholder, owning 26.43 million shares.