New York, Feb 11, 2026, 11:43 (EST) — Regular session
- Dollar General picked up around 0.6% in morning action, echoing the broader risk-on mood at the open.
- Gordon Haskett bumped its price target up to $180, previously $170, while sticking with its buy rating.
- State Street, in an SEC filing, revealed it holds a 5% stake. Attention now turns to U.S. CPI and the next results from DG.
Dollar General stock ticked up roughly 0.6% to $147.11 on Wednesday after Gordon Haskett bumped its price target to $180 from $170, sticking with a buy rating, according to MT Newswires. 1
Traders scrambled to rethink the U.S. rate outlook after January’s jobs numbers blew past forecasts. Payrolls climbed by 130,000, with unemployment nudging down to 4.3%. “The only jobs being filled in January are in health care and social assistance,” FWDBONDS chief economist Christopher Rupkey noted. 2
Dollar General’s core customers feel inflation and wage pressures acutely. The retailer in December bumped up its full-year profit guidance, following a third-quarter earnings beat and a higher outlook for comparable sales. CEO Todd Vasos sounded bullish, saying the company was “well-positioned to increase market share.” Telsey Advisory Group’s Joseph Feldman added: “Everyone is seeking value in this environment.” 3
A separate SEC filing shed light on the retailer’s ownership structure. State Street Corp disclosed it owned 11,017,790 shares of Dollar General—about 5% of the company—in a Schedule 13G dated Feb. 9. That form signals the investor is taking a passive approach and isn’t seeking control. 4
Gordon Haskett slapped a $180 price target on Dollar General, suggesting shares could climb another 22% from where they sit now. Earlier, the stock bounced between $144.68 and $147.27.
Dollar General’s numbers often serve as a barometer for the discount sector, a spot where shoppers tend to stick around when wallets get squeezed. Dollar Tree and Walmart are chasing that same value-driven crowd, each angling for a piece of the low-dollar spend.
The setup isn’t one-sided. Should strong jobs and rising yields continue to push borrowing costs up, low-income households could pull back, putting pressure on sales mix and margins.
Next up, inflation data. The Labor Department releases January consumer prices Friday, Feb. 13 at 8:30 a.m. ET. 5
Looking ahead, Dollar General’s upcoming earnings—set for March 12, per Investing.com—will give traders another chance to gauge demand and hear what the company expects next. 6
