The earnings call highlighted strong financial performance with significant earnings growth, increased net sales, and improved margins. However, the company faces increased SG&A expenses and potential consumer spending pressure in the future. The expansion of delivery options and digital initiatives show promise for long-term growth, balancing out current challenges.

Company Guidance

During the Dollar General Second Quarter 2025 Earnings Call, the company reported a robust financial performance, highlighted by a 5.1% increase in net sales, totaling $10.7 billion. Same-store sales rose by 2.8%, driven by balanced growth in customer traffic (1.5%) and average basket size (1.2%). The gross profit margin improved by 137 basis points to 31.3%, largely due to a reduction in shrink by 108 basis points, while operating profit increased by 8.3% to $595 million. The company also updated its financial outlook for fiscal 2025, projecting net sales growth of 4.3% to 4.8% and same-store sales growth of 2.1% to 2.6%. In terms of earnings, diluted EPS is expected to range between $5.08 and $6.30. Capital expenditure is anticipated between $1.3 billion and $1.4 billion, supporting strategic expansions and remodels. Additionally, Dollar General highlighted its progress in digital initiatives, including expanding delivery partnerships with DoorDash and Uber Eats, and its DG Media Network, all contributing to customer growth and value enhancement.

Strong Earnings Growth

Earnings growth significantly exceeded internal expectations, showcasing strong operating and financial performance.

Net Sales Increase

Net sales increased by 5.1% to $10.7 billion in Q2 compared to last year's $10.2 billion.

Improved Gross Profit Margin

Gross profit as a percentage of sales increased by 137 basis points, driven by lower shrink, higher inventory markups, and lower inventory damages.

Inventory Management Success

Merchandise inventories decreased by $391 million or 5.6% compared to the prior year, contributing to strong cash flow.

Expansion of Delivery Options

Partnerships with DoorDash and Uber Eats expanded delivery options, with sales through DoorDash increasing by more than 60% year-over-year.

Digital Initiative Growth

The DG Media Network is driving significant growth in retail media volume, contributing to the company's long-term growth framework.

Non-Consumables Growth Strategy

Positive quarterly same-store sales growth in each of the three non-consumable categories for the second consecutive quarter, with at least 2.5% growth.

Dollar General (DG) Earnings, Revenues Date & History

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DG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2025 (Q3)	0.93 / -	0.89	―	―	―
Aug 28, 2025	2025 (Q2)	1.58 / 1.86	1.7	9.41% (+0.16)	―
Jun 04, 2025	2025 (Q1)	1.48 / 1.78	1.65	7.88% (+0.13)	―
Mar 13, 2025	2024 (Q4)	1.51 / 1.68	1.83	-8.20% (-0.15)	―
Dec 05, 2024	2024 (Q3)	0.94 / 0.89	1.26	-29.37% (-0.37)	―
Aug 29, 2024	2024 (Q2)	1.79 / 1.70	2.13	-20.19% (-0.43)	―
May 30, 2024	2024 (Q1)	1.58 / 1.65	2.34	-29.49% (-0.69)	―
Mar 14, 2024	2023 (Q4)	1.73 / 1.83	2.96	-38.18% (-1.13)	―
Dec 07, 2023	2023 (Q3)	1.20 / 1.26	2.33	-45.92% (-1.07)	―
Aug 31, 2023	2023 (Q2)	2.47 / 2.13	2.98	-28.52% (-0.85)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$111.20	$111.71	+0.46%
Jun 04, 2025	$112.00	$111.20	-0.71%
Mar 13, 2025	$73.99	$79.03	+6.81%
Dec 05, 2024	$77.98	$78.08	+0.13%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.