REARDON KATHLEEN A sold $733K of DG

Several retailers reported earnings last week, with Dollar General (DG), Best Buy (BBY), and Williams-Sonoma (WSM) standing out. DG and BBY beat estimates with strong comp sales, while WSM outperformed its sector. ANF's results were inflated by tariff refunds. DG's EPS beat was minimally impacted by refunds, and it raised guidance. BBY's comp sales grew 4.1% YOY, and WSM's comp sales accelerated to 6.2% YOY, with raised margin guidance.

Dollar General (DG) and Dollar Tree (DLTR) report increased sales from higher-income shoppers. DG's Q2 net sales rose 5.2% to $11.29B, with $1 items driving 16% sales growth. DLTR's Q2 sales surged 7% to $4.89B, with middle- and high-income households contributing. Both companies raised full-year outlooks, highlighting a trend of value shopping among affluent consumers.

Truist Financial's Scot Ciccarelli maintained a Hold rating on Dollar General (DG) with a $138 price target. Citi also issued a Hold, while Barclays kept a Buy rating. DG reported Q2 revenue of $11.29B and net profit of $550.32M, up from $10.73B and $411.43M last year.

Dollar General (DG) reported Q2 net sales of $11.29B, up 5.2% YoY, and EPS of $2.48, beating estimates. The company raised its FY26 guidance to $7.80-$8.00 EPS and $44.43B-$44.56B in sales. Analysts increased price targets post-earnings, with shares up 1.2% in pre-market trading.

Dollar General (NYSE:DG) reported Q2 CY2026 sales of $11.29 billion, up 5.2% YoY, exceeding estimates. EPS of $2.48 beat forecasts by 23.5%. The company operates 21,148 stores, with same-store sales up 3.5% YoY. Analysts expect 3.8% revenue growth over the next 12 months. The stock rose 12.4% post-earnings.

Dollar General (DG) reported Q2 net sales up 5.2% to $11.3B, same-store sales up 3.5%, and gross margin expansion of 127bps, partly due to tariff refunds. Operating profit rose 29.2% to $769.2M. DG raised fiscal 2026 guidance, but noted temporary margin benefits. Transportation costs remain a headwind.