The earnings call reflected a positive sentiment, highlighting strong financial performance, successful store and digital expansion, and significant improvements in shrink and non-consumable sales. However, challenges such as decreased customer traffic, increased SG&A expenses, and potential tariff impacts were noted.

Company Guidance

During the Dollar General First Quarter 2025 Earnings Call, the company provided updated financial guidance for fiscal 2025, reflecting a solid start to the year with net sales increasing 5.3% to $10.4 billion and same-store sales rising 2.4%. The company's gross profit margin improved by 78 basis points to 31%, driven by lower shrink and higher inventory markups, despite a slight increase in markdowns due to promotional activities. Dollar General's financial outlook for 2025 includes expected net sales growth of 3.7% to 4.7%, same-store sales growth of 1.5% to 2.5%, and earnings per share (EPS) in the range of $5.20 to $5.80. The company remains cautious about the potential impacts of tariffs and consumer spending variability, while also focusing on strategic initiatives such as store expansions, digital growth, and non-consumable product strategies to drive long-term shareholder value.

Strong Financial Performance

Net sales increased by 5.3% to $10.4 billion in Q1 compared to $9.9 billion last year. Same-store sales rose by 2.4%, and EPS increased by 7.9% to $1.78, exceeding expectations.

Successful Store Expansion

Opened 156 new stores in Q1, contributing to market share growth. Project Elevate and Renovate remodels are expected to boost mature store performance.

Digital and Delivery Growth

Sales through the DoorDash platform increased by more than 50% year-over-year, and same-day home delivery services expanded to over 3,000 stores.

Shrink Improvement

Shrink mitigation efforts resulted in a 61 basis point improvement, contributing to increased gross profit margins.

Non-Consumable Sales Growth

Positive same-store sales growth in non-consumable categories, with strong performance in seasonal and Easter sales.

Dollar General (DG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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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)	0.89 / -	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
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%
Aug 29, 2024	$120.62	$81.84	-32.15%

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.