Added to YB: 2025-09-02
Pitch date: 2025-08-29
DG [bullish]
Dollar General Corporation
+22.11%
current return
Author Info
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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
$109.09
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
value
Dollar General — Can Small Boxes Keep Delivering Big Returns?
DG: Discount retailer w/ 20,500 small stores serving low-income households. Trading at 12x FCF despite margin recovery potential from 5% to 7% (adding $1B FCF by 2030). Sticky 80% consumables model, 2-year store paybacks, room to grow to 30k locations. 12-13% annual returns base case, 20%+ bull case.
Read full article (12 min)