Dollar General Corporation · DG · Next earnings

Dollar General Corporation reports Thursday, Dec 3, 2026

DG reports before market open with consensus EPS at $1.39 and revenue at $11.14B. Last quarter: Dollar General Beats EPS, Raises FY26 Guidance as $1 Value Strategy Drives Comps

Reports Before market open74 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.39 Calendar consensus
Consensus revenue $11.14B Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session Before market open 74 days away

Where DG left off: FY2026 Q1

Full report

Dollar General Beats EPS, Raises FY26 Guidance as $1 Value Strategy Drives Comps

EPS surprise +5.8% Reported $2.00 vs $1.89
Revenue surprise -0.3% Reported $10.79B vs $10.81B
Stock move -3.3% Event window
Subsequent drift +8.4% Up to 20 sessions

FY2026 EPS guidance was raised from $7.10-$7.35 to $7.20-$7.45. Management reaffirmed plans to complete 2,000 Project Renovate and 2,250 Project Elevate remodels, open approximately 450 new stores in FY26 including additional Mexico locations, and pilot a delivery subscription program later in the year. The capex outlook moved from increasing to stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated fuel and transportation costs pressuring margins.
  • Continued inflation pressure on Dollar General's core low-income customer base.
  • Uncertainty around potential tariff refunds.
  • Higher field and operating costs.
  • Competitive pressure on pricing and promotions.

Questions analysts left open

  • Sustainability of comparable sales momentum into Q2 and beyond.
  • Impact of increased promotional activity on margins.
  • Margin cadence and gross margin sustainability.
  • Effect of higher gas prices on cost structure.
  • Incremental contribution and scalability of delivery.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.