Update shared on30 Aug 2025
Fair value Increased 3.05%Dollar General's consensus price target has been revised upward, primarily reflecting an improvement in net profit margin and a slight decline in future P/E, resulting in a new fair value estimate of $119.89.
What's in the News
- Dollar General raised FY26 guidance, now expecting net sales growth of 4.3%-4.8%, same-store sales growth of 2.1%-2.6%, and diluted EPS of $5.80-$6.30, all above prior outlook.
- Donny Lau appointed CFO effective October 20, 2025, succeeding Kelly Dilts; CEO Todd Vasos to serve as interim principal financial officer.
- Partnership launched with Uber Eats, bringing over 14,000 Dollar General and pOpshelf locations to the platform for on-demand and scheduled delivery.
- NationsBenefits partnership integrates BAS technology at over 20,000 stores, improving access to affordable wellness products for health plan members, especially in underserved communities.
- Dropped from the Russell 1000 Defensive Index and Russell 1000 Value-Defensive Index.
Valuation Changes
Summary of Valuation Changes for Dollar General
- The Consensus Analyst Price Target has risen slightly from $116.56 to $119.89.
- The Net Profit Margin for Dollar General has risen from 3.42% to 3.62%.
- The Future P/E for Dollar General has fallen slightly from 20.27x to 19.51x.
Disclaimer
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