Dollar General Q1 FY2026: EPS up 12.4%, guidance raised
Dollar General's first quarter of fiscal 2026 was a margin story: revenue rose 3.4% to $10.79 billion, gross margin widened to 31.6%, and EPS jumped 12.4% to $2.00, while full-year EPS guidance was nudged up to $7.20–$7.45. That is why the read here is Bullish — but note the growth came from margin, not from a demand surge, so the quality of the beat matters more than its size.
1 · Expected vs. Actual
Free preview belowDiluted EPS came in at $2.00, up 12.4% from $1.78, and net income rose 13.3% to $444.1 million. Operating profit grew 10.8% to $638.5 million even as SG&A crept up to 25.7% of sales from 25.4%. The gap between 3.4% sales growth and 13.3% profit growth is the whole story, and it came from gross margin, not volume.
Revenue rose 3.4% to $10.79 billion from $10.44 billion a year earlier, with same-store sales up 2.0% on 1.4% higher customer traffic and a 0.5% larger average transaction. All four merchandise categories grew, which is a genuinely healthy sign. The mix, though, is lopsided: consumables alone were $8.89 billion, or 82.4% of the quarter's sales.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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