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TickerTalks›$DG
DGDG

Dollar General Corporation

$DG·$28B·Discount Stores·Consumer Defensive
$134.43+0.4%YTD+0.8%1Y+29.4%
Price updated 7h ago·X counts updated 5d ago
DGDG
$DGDollar General Corporation
$134.43+0.40%107 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

107X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 62% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-08

Dollar General is 3/4 Buy on KeKoa with an inverted head-and-shoulders breaking out above the $133 neckline. TSOH Investment Research 'Selling Where They Ain't' framing.

Read what X is saying about $DG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Dollar General is forming an inverted H&S with the $133 neckline — Dec 3 earnings tests whether the turnaround narrative lands.

Dollar General is the dominant rural-and-small-town discount retailer. The business has been reset after years of execution issues, and the chart is forming a textbook bottoming pattern.

  • Operations are stabilizing: Q1 revenue +3.4% YoY at a 5.3% operating margin and ROIC of 6.7% — modest growth returning after a brutal 2024, with store-level operations finally delivering on the fixer-upper thesis.
  • At 14.6x PE and 0.53x sales the valuation is reasonable for a defensive retailer that still has meaningful operational upside — not cheap, but not pricing in the full turnaround either.
  • 52-week range position is 38% with volume at 70% of average — mid-range on quiet volume, and the technical setup (inverted head-and-shoulders with $133 neckline) is a real chart pattern bulls are watching.

Dec 3 Q3 is the gate — any continued same-store sales reacceleration plus margin expansion extends the move through the $133 neckline. A soft comp or any further margin reset and the pattern fails back into the drawdown.

Agrees with X sentimentThe thread has substantive drivers — 3/4 Buy on KeKoa, inverted head-and-shoulders breakout above $133 neckline, TSOH Investment Research 'Selling Where They Ain't' framing — all substantive technical and competitive-position drivers.

What to watch: Dec 3 Q3 — same-store sales comp, operating-margin trajectory, store-count execution, and FY27 guide. A comp softness or margin compression is the clear invalidator.

On the calendar: 2026-12-03 — Q3 earnings

Read the AI verdict on $DG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Discount retailer with ~19,000 small-format stores in rural and suburban US focused on everyday consumables.

Industry overviewAI analysisGenerated by AI from underlying data

Where Discount Stores sits in its cycle right now — and what that implies for $DG.

Discount Stores · Consumer Defensive

No material change from last week — Consumer value-seeking is structurally shifting share to discount and warehouse formats.

What this means for $DG

Partial — Discount retailer with ~19,000 small-format stores in rural and suburban US focused on everyday consumables.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$2.48$2.01+23.4%
Q1 2026Jun 2, 2026$2.00$1.89+5.8%
Q4 2025Mar 12, 2026$1.93$1.66+16.3%
Q3 2025Dec 4, 2025$1.28$0.94+35.4%
Next earningsThu, Dec 3·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$10.8B+3.4%31.6%5.9%$2.02$364.6M
Q4 FY25$10.9B+5.9%30.4%5.6%$1.94$1.3B
Q3 FY25$10.6B+4.6%29.9%4.0%$1.28$690.4M
Q2 FY25$10.7B+5.1%31.3%5.6%$1.87$564.7M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$44.5B$44.5B – $44.6B$7.91$7.81 – $7.9722
FY28$46.3B$46.1B – $46.6B$8.36$7.96 – $8.9222
FY29$48.2B$47.5B – $49.2B$9.23$8.60 – $10.2116
FY30$50.1B$49.8B – $50.5B$10.26$10.19 – $10.388
FY31$51.8B$51.5B – $52.3B$10.47$10.40 – $10.597

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 218.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Kathleen A ReardonEVP & Chief People Officer5.6K sh$733K
+ 14 other (8 awards · 6 returns) in window

See when $DG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Dollar General (DG) disclosed that Rhonda Taylor, Executive Vice President and General Counsel, will retire from the company, with her departure date set for December 7, 2026. Following her retirement, Taylor will serve in a transitional advisory role through at least April 2, 2027, ensuring continuity during the search for her successor. No severance terms beyond the advisory arrangement were disclosed. The company simultaneously furnished a Reg FD press release making the announcement broadly available to investors.

8-KPress release / Reg FDAug 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Dollar General (DG) reported its fiscal second quarter 2026 financial results on August 27, 2026, covering performance for the period ending approximately August 1, 2026. The earnings release was furnished under Regulation FD alongside an investor presentation, making all disclosed financial information simultaneously available to all investors. Dollar General has been navigating a challenging consumer environment with pressure on its core lower-income shopper base. These results are material for assessing the health of the discount retail sector and DG's execution of its 'Back to Basics' operational strategy.

8-KShareholder voteJun 28-K — Item 2.02: Earnings release · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Dollar General held its 2026 Annual Meeting on May 28, 2026, electing directors for one-year terms; Q1 FY2026 earnings were also released (Exhibit 99.1). Combined routine annual meeting and quarterly earnings disclosure.

3New insider — initial holdingsJun 13
AI summary

Dollar General (DG) — Gregory Hicks filed an initial Form 3 reporting no securities beneficially owned. Routine insider Form 3.

+ 6 other (3 13Gs · 2 10-Qs · 1 PX14A6G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dollar General: Internal Turnaround Meets Macro Tailwindsseekingalpha.com·16h agoStock of the Day: Is Dollar General Breaking Out?benzinga.com·2d agoDollar General Corporation (NYSE:DG) Stock Has Average Target Price of $137.96 According to Analystsdefenseworld.net·4d agoAnalyzing Dollar General (NYSE:DG) & Sysco (NYSE:SYY)defenseworld.net·6d agoDollar General (DG) Outpaces Stock Market Gains: What You Should Knowzacks.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $DG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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