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Added to YB: 2025-06-05

Pitch date: 2025-03-31

DG [neutral]

Dollar General Corporation

+53.22%

current return

Author Info

No bio for this author

Company Info

Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.

Market Cap

$29.1B

Pitch Price

$86.94

Price Target

N/A

Dividend

1.78%

EV/EBITDA

8.08

P/E

22.86

EV/Sales

1.05

Sector

Consumer Staples Distribution and Retail

Category

turnaround

Show full summary:
Artisan Partners Value Fund Portfolio Holding: Dollar General Corporation

DG (holding update): Discount retailer facing post-pandemic pressures from execution issues, competition, consumer constraints, higher labor costs, shrink & markdowns. Stock rising on market rotation to cheaper names amid tariff/policy fears. Operational fixes underway. Inflation stabilizing with early signs of basket size recovery. Countercyclical model benefits from trade-down during recessions.

Read full article (1 min)