GOODLETTSVILLE, Tennessee, August 27, 2026, 07:30 EDT — Dollar General stock rose 13.3% in premarket trading, adding $3.6 billion in market capitalization as the company raised its guidance.
| Measure | Q2 FY26 | YoY |
|---|---|---|
| Net sales | $11.29B | +5.2% |
| Gross margin | 32.60% | +127 bp |
| Operating profit | $769.2M | +29.2% |
| Net income | $550.3M | +33.8% |
| Diluted EPS | $2.48 | +33.3% |
| H1 operating cash flow | $1.50B | Current period |
Refunds supplied about 64% of the gross-margin gain. Management expects no material second-half refund benefit after reinvestment.
EPS midpoint rose 7.8%. Guidance includes a $0.25 Q2 benefit from tariff refunds.
| Consensus rating | Buy |
| Analyst sample | 18 |
| Buy / Strong Buy | 45% |
| Hold | 56% |
| Average target | $134.94 |
| Planned H2 buybacks | Up to $700M |
| Quarterly dividend | $0.59/share |
The $139.11 premarket price sat 3.1% above the published average target.
Consumables are 82.4% of quarterly sales. Traffic rose 1.4% in the first quarter, while average transaction size increased 0.5%. That mix makes recurring household cash flow relevant at the margin.
| Firm | View | Target |
|---|---|---|
| Bank of America | Buy | $175 |
| JPMorgan | Buy | $170 |
| Bernstein | Buy | $149 |
| Evercore ISI | Hold | $135 |
| Piper Sandler | Hold | $118 |
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