Dollar General Q1 2026 earnings beat, raises full-year EPS forecast

At $2.00 per diluted share, quarterly net cleared the $1.89 expert statement tracked by The Wall Street Journal, representing a 12.4% betterment implicit the $1.78 reported successful the aforesaid 4th a twelvemonth ago.

Net income roseate 3.4% to $10.79 billion, driven by caller store openings and same-store income maturation of 2.0%. Same-store income maturation reflected a 1.4% summation successful lawsuit postulation and a 0.5% emergence successful mean transaction amount, the institution said. The retailer's bottommost enactment came successful astatine $444.1 million, a summation of astir $52 cardinal compared with the year-earlier period's $391.9 million.

Gross borderline widened by 65 ground points to scope 31.6%, with favorable inventory dynamics — including stronger markups and reduced shrink and harm costs — powering an operating nett of $638.5 million, a 10.8% year-over-year summation that absorbed the resistance of unusually harsh wintertime upwind and elevated substance expenses.

Looking up to fiscal 2026, the institution lifted its full-year diluted EPS people to $7.20–$7.45 from the anterior $7.10–$7.35 range, portion leaving its top-line projections unchanged astatine nett income maturation of 3.7%–4.2% and same-store income maturation of 2.2%–2.7%. Any benefits that mightiness yet travel from tariff refund payments were excluded from that revised outlook.

"We judge the indispensable quality of our offering and our expansive footprint presumption america good to navigate the existent macroeconomic environment," said Dollar General CEO Todd Vasos successful a statement.

Dollar General ended the 4th with 21,055 stores crossed its Dollar General, DG Market, DGX, and pOpshelf formats successful the U.S., arsenic good arsenic Mi Súper Dollar General stores successful Mexico. The institution opened 195 caller stores during the 4th and closed 33.

The company's committee declared a quarterly currency dividend of $0.59 per share, payable connected oregon earlier July 21, 2026 to shareholders of grounds connected July 7, 2026.

Ahead of Tuesday's open, shares had gained adjacent to 5%, Reuters reported.