Dollar General Corp (NYSE:DG) on Thursday reported better-than-expected second-quarter financial results and raised its FY26 guidance above estimates.
The discount retailer reported net sales of $11.29 billion, up 5.2% year over year. Revenue beat the consensus estimate of $11.197 billion. Earnings rose 33% to $2.48 per share, beating the Street estimate of $2.01. The result included a roughly 25-cent benefit from tariff refunds after related reinvestments.
Dollar General raised its fiscal 2026 earnings guidance to between $7.80 and $8 per share, up from its previous range of $7.20 to $7.45. The consensus estimate is $7.41 per share.
The company also increased its sales forecast to between $44.43 billion and $44.56 billion, compared with its previous range of $44.31 billion to $44.52 billion. Wall Street expects sales of $44.43 billion.
“We are pleased with our second quarter performance, which included balanced topline growth, healthy operating margin expansion and strong double-digit EPS growth,” said Todd Vasos, Dollar General’s chief executive officer. “These results, which exceeded our expectations even before considering the benefit from tariff refunds after related reinvestments, are a testament to the strong execution, strategic direction, and continued dedication of our team. I want to thank our associates in our stores, distribution centers, private fleet and store support center for the work they do every day to fulfill our mission of Serving Others.”
