Dollar General Corporation (DG)

In the past six months, Dollar General's stock has been influenced by several events. The company reported its second-quarter 2025 results, exceeding analyst expectations with a 5.3% year-over-year increase in net sales and a 2.4% rise in same-store sales. The stock's ex-dividend date for a quarterly dividend of $0.59 per share occurred on October 7, 2025. Analyst ratings have varied, with some assigning "outperform" ratings while others maintained or reiterated "hold" ratings. Despite some positive financial reports, the retail sector, including Dollar General, has lagged the broader market, and the stock experienced a 44% drop in value in the last year. To counter these trends, Dollar General is intensifying holiday promotions and undertaking an ambitious store remodeling program.

Demand for Dollar General's products and services exhibits seasonality, with "Seasonal Products" constituting a core business segment. Non-consumable categories have shown strong resonance with customers during specific periods like the Easter and early spring seasons. The company actively leverages seasonal trends by intensifying holiday promotions and offering savings to boost same-store sales during the fourth quarter.

Dollar General Corporation is a prominent American discount retailer operating primarily in the hard discount or dollar store sector, focused on value-conscious consumers. Founded in 1939, it has grown into one of the largest discount retailers in the United States, offering essential products at affordable prices, particularly in rural and suburban communities. Its major product categories include consumables, seasonal products, home products, and apparel, featuring both national brands and private-label selections. Dollar General has also introduced new store concepts like Popshelf and DGX stores.

Dollar General has an extensive geographic footprint, operating over 19,000 stores across the contiguous United States and Mexico as of January 8, 2024. This network positions 75% of the U.S. population within five miles of a Dollar General store.

In the past year, Dollar General's brand reputation has been impacted by reports of disappointing same-store sales and observations of poor customer service. On the positive side, the company has engaged in marketing efforts to enhance its image, such as promoting "Jolly Good Deals" and "Affordable Holiday Meal Solutions" in October 2025, and launching season-long savings to help customers celebrate for less.

Institutional investors hold a significant majority of Dollar General Corp. stock, owning approximately 89% to 91.77% of the company. Notable institutional investors include Blair William & Co. IL and HB Wealth Management LLC, both of whom increased their holdings in the second quarter. Retail investors and hedge funds also make up part of Dollar General's shareholder base.