Dollar General Q2 EPS Jumps 33% to $2.48; FY26 Guidance Raised to $7.80-$8.00
DG sits 38% above its 52-week low of $95.11.
Summary
Dollar General reported Q2 FY2026 EPS of $2.48, up 33.3% year-over-year, and raised full-year EPS guidance to $7.80-$8.00. The company also plans to resume share repurchases of up to $700 million in the second half.
Key Events · Earnings and Guidance · DG
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Q2 EPS Beats, Up 33%
Diluted EPS rose 33.3% to $2.48 on net sales of $11.3B (+5.2%) and same-store sales growth of 3.5%. Operating profit increased 29.2% to $769.2M.
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FY26 Guidance Raised
Full-year diluted EPS guidance raised to $7.80-$8.00 from $7.20-$7.45. Net sales growth now expected at 4.0%-4.3% and same-store sales at 2.5%-2.9%.
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Tariff Refund Benefit
Tariff refunds, after related reinvestments, contributed approximately $0.25 to Q2 diluted EPS and 81 basis points to gross margin. No material impact expected in H2.
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Share Repurchases to Resume
Company expects to repurchase up to $700 million of shares in H2 FY2026 under its existing $1.4 billion remaining authorization.
Analysis · DG · Trade & Services
A strong second quarter saw operating profit climb 29.2% and diluted EPS jump 33.3% to $2.48, beating expectations even before tariff refunds. Management raised full-year EPS guidance to $7.80-$8.00 from $7.20-$7.45, signaling confidence in the back half. The company also announced plans to resume share repurchases of up to $700 million in H2, a meaningful return of capital that supports the stock. Results show broad-based strength across all four merchandising categories and a fifth consecutive quarter of customer traffic growth.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 35.8% of the 1045 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, DG was trading at $131.50 on NYSE in the Trade & Services sector, with a market capitalization of approximately $27.1B. The 52-week trading range was $95.11 to $158.23. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.