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Added to YB: 2025-09-02

Pitch date: 2025-08-29

DG [neutral]

Dollar General Corporation

+39.74%

current return

Author Info

RM Capital Partnership studies great businesses and long-term investors like Buffett and Munger. This Substack shares my investment theses, lessons learned, and journey to becoming a better thinker and capital allocator. Sign up for the newsletter.

Company Info

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

Market Cap

$33.5B

Pitch Price

$108.63

Price Target

N/A

Dividend

1.55%

EV/EBITDA

8.86

P/E

26.25

EV/Sales

1.16

Sector

Consumer Staples Distribution and Retail

Category

turnaround

Show full summary:
Dollar General Q2 Earnings: Margin Recovery on Track

DG (earnings update): Q4 net sales +5.1% YoY to $10.7B, same-store sales +2.8% on +1.5% traffic. Gross margin expanded 137bps to 31.3% from lower shrink (+108bps). $1 Value Valley grew 5.6% same-store vs 2.8% avg. Digital scaling: DoorDash 17K+ stores (+60% YoY), targeting op margin recovery to 6-7%.

Read full article (1 min)