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Dollar General (DG) investor relations material
Dollar General Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Dec, 2025
Executive summary
Net sales for Q3 2025 rose 4.6% year-over-year to $10.65 billion, driven by new store openings and a 2.5% same-store sales increase, with customer traffic up 2.5%.
Diluted EPS increased 43.8% to $1.28, and net income rose to $282.7 million, with operating profit up 31.5% to $425.9 million.
Gross profit margin improved by 107 basis points to 29.9%, mainly due to higher inventory markups and lower shrink.
Digital and delivery initiatives, including partnerships and expanded same-day home delivery, contributed to larger basket sizes and higher customer incrementality.
Inventory optimization and SKU rationalization led to lower shrink and improved gross margin.
Financial highlights
For the 39 weeks ended October 31, 2025, net sales grew 5.0% to $31.81 billion, and net income increased 16.3% to $1.09 billion.
Year-to-date cash flows from operations increased 28.4% to $2.8 billion.
Merchandise inventories declined 6.5% to $6.7 billion, with an 8.2% decrease per store.
SG&A as a percentage of sales rose 25 basis points to 25.9%, mainly due to higher incentive compensation and maintenance costs.
Inventory turnover improved to 4.4 from 4.0 year-over-year.
Outlook and guidance
Fiscal 2025 guidance: net sales growth of 4.7%-4.9%, same-store sales growth of 2.5%-2.7%, and EPS of $6.30-$6.50.
Capital spending expected at the low end of $1.3-$1.4 billion, with 4,885 real estate projects planned for 2025.
No share repurchases are planned for 2025 to preserve investment grade credit rating.
Additional $550 million in senior notes to be redeemed ahead of maturity.
Long-term framework targets 2%-3% comp growth and margin expansion.
Why fewer new US stores in FY2026?
Are Q3 gross margin drivers sustainable?
Which categories drove market share gains?
Why no new pOpshelf stores in 2025 or 2026?
Progress on inventory shrink and damages
How OBBBA impacts 2025 US cash taxes?
SKU rationalization's future shrink impact
Upside potential for remodel program sales lifts
Retain higher-income customers strategy
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Next Dollar General earnings date
Q4 202612 Mar, 2026
Next Dollar General earnings date
Q4 202612 Mar, 2026
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Frequently asked questions
Americas Neighborhood Store
Dollar General brands itself as America's Neighborhood store, and it’s easy to see why. The company today operates nearly 20.000 stores in almost every single state in the US, serving everything from larger urban cities to small rural communities. The company is focused on providing a small and convenient neighborhood store with low prices for consumers in the specific stores’ local area.
Growth through affordable prices
The first Dollar General was opened in Springfield, Kentucky by salesman and retail store owner J.L. Turner. His idea for his newest venture was quite simple: no item was to cost more than one dollar. This is something that quickly became incredibly popular amongst consumers and other stores owned by Turner quickly followed suit. The company went public in 1968 and is today heavily ingrained in the daily lives of millions of Americans. Even though all items no longer are priced below one dollar, the business idea of providing quality products for less is something that Dollar General still operates by today.
Wide Reach, Local Impact
With a presence in nearly all of America's 50 states, Dollar General's reach extends across urban, suburban, and rural America. Dollar General's efficient operations, involving a lean supply chain, self-distribution, and smaller store formats than competitors like Walmart and Target, contribute to its ability to maintain low prices. Dollar General stores tend to have a high level of customer loyalty due to the fact that they offer a convenient shopping experience close to their customers while keeping prices low. To further spur this on, the company also offers various loyalty programs for customers.
Fresh food, online shopping, and Groceries
Dollar General is first and foremost a grocery store, but also carries a variety of household items and accessories. In recent years, the company has started to expand its operations as the digital landscape continues to evolve and now offers a variety of products through its online store. Like the gas station/convenience store Casey’s they have also started to offer fresh food options for customers looking for a quick bite to eat, or something warm and fresh to take home.
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