Dollar General Croissance future
Future contrôle des critères 1/6
Dollar General devrait augmenter ses bénéfices et son chiffre d'affaires de 6.9% et de 3.9% par an respectivement. Le BPA devrait croître de de 8.1% par an. Le rendement des capitaux propres devrait être 17.1% dans 3 ans.
Informations clés
6.9%
Taux de croissance des bénéfices
8.07%
Taux de croissance du BPA
| Consumer Retailing croissance des bénéfices | 8.9% |
| Taux de croissance des recettes | 3.9% |
| Rendement futur des capitaux propres | 17.07% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 13 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 15
Dollar General: Major Discount Creates A Compelling Recovery Setup
Summary Dollar General Corporation remains a Buy, with the current valuation reflecting significant risk and offering a compelling turnaround opportunity. DG delivered strong FCF growth, major debt reduction, and is piloting a subscription program to deepen customer loyalty amid macro headwinds. DG guided for 3.7–4.2% net sales growth, 2.2–2.7% same-store sales, $7.10–$7.35 EPS, and $1.4–$1.5B CAPEX in 2026. Risks include the expected inflationary wave, longer-term competitive threats from private labels, and the evolving discount retail landscape, but risk/reward remains attractive at current levels. Read the full article on Seeking Alpha
Mise à jour du récit • May 14
DG: New CEO Transition And 2027 EPS Outlook Will Support Upside Potential
Analysts have trimmed their Dollar General price target by about $3 to reflect updated fair value assumptions of $113.66, with modest adjustments to the discount rate, revenue growth, profit margin, and expected future P/E contributing to the revised view. What's in the News Launched simmer & stir, a new private-label kitchen brand with nearly 30 tools and accessories, all priced at $12 or less and most between $2 and $3.50, with nationwide availability planned in about 16,000 stores beginning May 11 (Key Developments).
Mise à jour du récit • Apr 28
DG: Future Earnings Power Will Rely On Expanding Retail Media Margins
Analysts are maintaining their Dollar General price target at $175, citing updated assumptions that now reflect a discount rate of 7.88%, revenue growth of 5.07%, a profit margin of 4.04%, and a forward P/E of 24.11x. What's in the News Rollout planned for an enhanced, AI-enabled in-store audio network across about 6,000 stores in 48 states through a partnership with QSIC, which is expected to bring total in-store audio coverage to 12,000 locations by Second Quarter 2026.Mise à jour du récit • Apr 14
DG: Leadership Change And 2026 EPS Outlook Will Shape Fairly Balanced Risk
Analysts have kept Dollar General's fair value estimate effectively unchanged at about $116.63. This reflects only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.Mise à jour du récit • Mar 31
DG: Leadership Transition And EPS Guidance Will Frame Fairly Valued Multiple Risk
Analysts have revised their Dollar General price target to $116.63 from $103.80, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes collectively point to a different risk and valuation profile for the shares.Mise à jour du récit • Mar 16
DG: Future Earnings Power Will Rely On Expanding Margins
Analysts have increased their price target for Dollar General from about $165 to $175, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together indicate a higher assessed valuation range. What's in the News Dollar General completed the share repurchase program announced on September 5, 2012, having repurchased 123,531,571 shares, representing 45.04% of shares, for a total of $14,618.08m, with no shares repurchased between November 1, 2025 and January 30, 2026 under this tranche (Key Developments).
Mise à jour du récit • Mar 02
DG: Completed Buybacks And Raised Guidance Will Support A Measured Earnings Outlook
Narrative Update Overview Analysts have adjusted their price target on Dollar General to about $147.39 from $139.25, citing updates to assumptions around revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Dollar General completed the repurchase of 123,531,571 shares, representing 45.04% of shares, for a total of US$14,618.08m under its buyback program announced on September 5, 2012 (Key Developments).Mise à jour du récit • Feb 16
DG: Higher EPS Guidance And Completed Buybacks Will Conceal Ongoing Multiple Risk
Analysts have lifted their price target on Dollar General from about $100.54 to roughly $103.80, citing updated assumptions around slightly higher projected revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to the expected future P/E multiple. What's in the News Dollar General reported that from August 2, 2025 to November 1, 2025 it did not repurchase any shares, and that under the buyback announced on September 5, 2012 it has completed the repurchase of 123,531,571 shares, representing 45.04% of shares for a total of US$14,618.08m (Key Developments).Mise à jour du récit • Feb 02
DG: Completed Buybacks And Raised Guidance Will Support Steady Earnings Outlook
Analysts now estimate Dollar General’s fair value at about US$139.25, up from roughly US$122.68, citing updated assumptions for revenue growth, profit margin and future P/E, along with a slightly lower discount rate. What's in the News Dollar General has completed its long running share repurchase program announced on September 5, 2012.Mise à jour du récit • Jan 19
DG: Higher Guidance And Buybacks Will Mask Prolonged Margin And Multiple Pressure
Analysts have nudged their fair value estimate for Dollar General to US$100.54 from about US$98.73, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Dollar General updated its long running share repurchase program, reporting that between August 2, 2025 and November 1, 2025 it bought back 0 shares for US$0.Mise à jour du récit • Jan 05
DG: Earnings Outlook Will Mask Longer-Term Margin And Multiple Compression
Analysts have raised their price target on Dollar General by approximately 6 dollars to about 99 dollars, reflecting slightly lower discount rate assumptions and improved long term profit margin expectations, despite modestly softer revenue growth and valuation multiples. What's in the News Dollar General completed its long running share repurchase program, retiring approximately 123.5 million shares, or about 45% of its shares outstanding, for roughly $14.6 billion since the buyback was launched in 2012 (Key Developments).Article d’analyse • Dec 27
After Leaping 27% Dollar General Corporation (NYSE:DG) Shares Are Not Flying Under The Radar
Dollar General Corporation ( NYSE:DG ) shares have continued their recent momentum with a 27% gain in the last month...Mise à jour du récit • Dec 19
DG Will See Higher Future Earnings Power From Margin Expansion
Narrative Update on Dollar General Analyst Price Target Analysts have lifted their price target on Dollar General from approximately $135.00 to about $164.66, citing expectations for stronger profit margins and a slightly higher future earnings multiple, despite modestly slower projected revenue growth and a marginally lower discount rate. What's in the News Raised full year fiscal 2025 diluted EPS guidance to approximately $6.30 to $6.50, up from $5.80 to $6.30, and nudged net sales growth outlook to about 4.7% to 4.9% from 4.3% to 4.8% (Corporate Guidance: Raised) Completed long running share repurchase program originally announced in 2012, retiring 123,531,571 shares, or about 45.04% of shares outstanding, for a total of $14.62 billion (Buyback Tranche Update) Launched its Holiday Toy Book in stores and online, highlighting exclusive, value focused toy assortments and promotions, including an instant 25% savings when customers spend $75 or more on toys in a single transaction (Product-Related Announcements) Valuation Changes Fair Value: Increased significantly from about $135.00 to approximately $164.66 per share, reflecting a higher intrinsic valuation estimate.Article d’analyse • Dec 08
Dollar General (NYSE:DG) Has Announced A Dividend Of $0.59
Dollar General Corporation's ( NYSE:DG ) investors are due to receive a payment of $0.59 per share on 20th of January...Article d’analyse • Dec 07
Dollar General Corporation Just Recorded A 38% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders will be ecstatic, with their stake up 21% over the past week following Dollar General Corporation 's...Mise à jour du récit • Dec 04
DG: Holiday Promotions And Improved Guidance Will Support Steady Earnings Outlook
Analysts have modestly raised their price target on Dollar General to approximately $123 from about $120, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Raised full year 2025 to 2026 diluted EPS guidance to approximately $6.30 to $6.50, up from $5.80 to $6.30, signaling improved profitability expectations (Corporate Guidance).Mise à jour du récit • Aug 30
Store Expansion And Digital Initiatives Will Enhance Efficiency And Customer Experience
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.Article d’analyse • Jul 18
These 4 Measures Indicate That Dollar General (NYSE:DG) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jun 24
Dollar General (NYSE:DG) Could Be Struggling To Allocate Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Mar 19
Dollar General: New Financial Targets Boost Value Upside Confidence
Summary Adjusting for one-off costs, Dollar General posted a reasonably solid 4Q24 result. New long-term financial targets point to a healthy recovery in Dollar General’s operating profit margin from FY26E onwards. The near-term outlook for Dollar General is somewhat mixed, as management attempts to improve the business whilst simultaneously facing a number of baked-in FY25E cost headwinds. Dollar General remains a valuation-driven Buy for patient investors who are comfortable with the potential for near-term share price volatility. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Dollar General: A Discount Retailer Selling At Discount Prices
Summary I rate Dollar General a buy due to its deep discount and recessionary resistant business model. While the core consumer for DG is hurting in the macro environment, DG is supporting the customer through the cycle, leading to higher consumables sales and customer loyalty. With higher consumables sales and DG forced to invest in labor, and inflation remaining sticky, margin pressures will remain, but will not be permanent. Despite margin pressure and other headwinds, with the stock price down 69% from its $262 high, I believe DG is showing an attractive risk-adjusted investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Dollar General: Business Economics Worsen, But Low Valuation Limits Risk (Rating Upgrade)
Summary Dollar General's stock has dropped 45% due to increased competition and economic pressures. Despite stable sales, operating margins have collapsed to 4%. Analysts expect a slow recovery in EPS, potentially reaching $10 by 2029-2030, but the company's long-term viability and recovery potential remain uncertain. Dollar General faces significant challenges from online retailers like Temu and in-store giants like Walmart and Costco, which have an edge as more users look toward grocery delivery apps. Despite poor business economics and high theft rates, Dollar General's strong cash flow and liquidity position may sustain it for the next 5-10 years. Dollar General's valuation signals a discount opportunity if the company can secure a lasting niche. Still, I expect a slow demise over the next decade is more likely, with its margin pressures rising with inflation. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Dollar General: Buy The Real Estate, The Business, Or Both
Summary Dollar General's expansion is slowing, but the company remains a strong investment due to its rural focus and counter-cyclical resilience. Despite a significant earnings decline, Dollar General's strategic remodels and new product offerings position it for future growth. With a P/E multiple of 12.9x and a 3.2% dividend yield, DG shares offer potential for over 25% annual returns. Investing in REITs like Realty Income and Agree Realty provides diversified exposure to Dollar General real estate with less risk. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Dollar General's Irrational Valuation Is A Rational Buy
Summary Dollar General's stock is significantly undervalued, trading at 11x projected 2025 earnings, presenting a prime buying opportunity with a conservative price target of $101. Dollar General's fundamentals remain strong, with historical performance showing consistent growth in sales, cash flow, and EPS. Implementing a covered straddle projects a potential 213% return over two years, with a breakeven point 12% below today's valuation. Management's initiatives to reduce shrink and improve operations, along with easing macroeconomic conditions, are expected to drive a rebound in Dollar General's stock price. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Dollar General Is On Sale
Summary Dollar General's stock has dropped 70.1% since August 2022, despite the market rising by 41%, but the company remains profitable and growing. Revenue increased from $34.22 billion in 2021 to $38.69 billion in 2023, driven by new store openings and rising same-store sales. Profit margins have contracted due to higher costs and inventory issues, but the company is still financially healthy with a strong balance sheet. Shares are attractively priced relative to competitors, prompting an upgrade to a ‘buy’ despite current profit and cash flow challenges. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Dollar General: Margin Erosion Continues, Reiterate Sell
Summary My 'Sell' view on Dollar General has been accurate so far, as the stock has underperformed the S&P 500. Recent revenue delivery in Q3 FY25 has been adequate, posting a mild surprise vs consensus expectations. But the core consumer is still facing an affordability crisis. Dollar General's usage of promotions to sustain business with consumers is impairing gross and EBIT margins. This trend is expected to continue so long as the consumer's budget remains weak. Valuations are heavily discounted, but perhaps justifiably so given weak earnings expectations and EPS downgrades well into next year. Technically, the charts show no signs of bulls. As a silver lining, leading indicators such as the Nov'24 preliminary Consumer Surveys point to an improved consumer outlook ahead. But I want to see the proof in DG's financials before revising my stance. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 1/31/2029 | 48,165 | 1,856 | 1,701 | 3,150 | 12 |
| 1/31/2028 | 46,264 | 1,744 | 1,563 | 3,105 | 27 |
| 1/31/2027 | 44,426 | 1,609 | 1,362 | 2,823 | 26 |
| 1/30/2026 | 42,724 | 1,512 | 2,393 | 3,635 | N/A |
| 10/31/2025 | 42,118 | 1,277 | 2,339 | 3,620 | N/A |
| 8/1/2025 | 41,652 | 1,191 | 1,850 | 3,158 | N/A |
| 5/2/2025 | 41,134 | 1,154 | 1,921 | 3,179 | N/A |
| 1/31/2025 | 40,612 | 1,125 | 1,686 | 2,996 | N/A |
| 11/1/2024 | 40,166 | 1,336 | 1,648 | 3,145 | N/A |
| 8/2/2024 | 39,677 | 1,416 | 1,690 | 3,318 | N/A |
| 5/3/2024 | 39,263 | 1,510 | 1,185 | 2,864 | N/A |
| 2/2/2024 | 38,692 | 1,661 | 692 | 2,392 | N/A |
| 11/3/2023 | 39,036 | 1,919 | 456 | 2,178 | N/A |
| 8/4/2023 | 38,807 | 2,169 | 94 | 1,763 | N/A |
| 5/5/2023 | 38,436 | 2,378 | 84 | 1,726 | N/A |
| 2/3/2023 | 37,845 | 2,416 | 424 | 1,985 | N/A |
| 10/28/2022 | 36,293 | 2,354 | 518 | 1,887 | N/A |
| 7/29/2022 | 35,346 | 2,315 | 1,286 | 2,496 | N/A |
| 4/29/2022 | 34,571 | 2,274 | 1,538 | 2,612 | N/A |
| 1/28/2022 | 34,220 | 2,399 | 1,795 | 2,866 | N/A |
| 10/29/2021 | 33,984 | 2,445 | 1,610 | 2,719 | N/A |
| 7/30/2021 | 33,665 | 2,532 | 1,164 | 2,286 | N/A |
| 4/30/2021 | 33,699 | 2,682 | 1,733 | 2,843 | N/A |
| 1/29/2021 | 33,747 | 2,655 | 2,848 | 3,876 | N/A |
| 10/30/2020 | 32,490 | 2,548 | 2,996 | 3,960 | N/A |
| 7/31/2020 | 31,282 | 2,339 | 3,099 | 4,015 | N/A |
| 5/1/2020 | 29,579 | 1,978 | 2,565 | 3,400 | N/A |
| 1/31/2020 | 27,754 | 1,713 | 1,453 | 2,238 | N/A |
| 11/1/2019 | 27,246 | 1,660 | N/A | 2,291 | N/A |
| 8/2/2019 | 26,672 | 1,629 | N/A | 2,177 | N/A |
| 5/3/2019 | 26,134 | 1,610 | N/A | 2,169 | N/A |
| 2/1/2019 | 25,625 | 1,589 | N/A | 2,144 | N/A |
| 11/2/2018 | 25,105 | 1,818 | N/A | 2,173 | N/A |
| 8/3/2018 | 24,591 | 1,737 | N/A | 2,113 | N/A |
| 5/4/2018 | 23,976 | 1,624 | N/A | 1,840 | N/A |
| 2/2/2018 | 23,471 | 1,539 | N/A | 1,802 | N/A |
| 11/3/2017 | 23,351 | 1,241 | N/A | 1,624 | N/A |
| 8/4/2017 | 22,767 | 1,224 | N/A | 1,598 | N/A |
| 5/5/2017 | 22,331 | 1,235 | N/A | 1,712 | N/A |
| 2/3/2017 | 21,987 | 1,251 | N/A | 1,605 | N/A |
| 10/28/2016 | 21,264 | 1,213 | N/A | 1,707 | N/A |
| 7/29/2016 | 21,011 | 1,231 | N/A | 1,600 | N/A |
| 4/29/2016 | 20,715 | 1,207 | N/A | 1,425 | N/A |
| 1/29/2016 | 20,369 | 1,165 | N/A | 1,392 | N/A |
| 10/30/2015 | 20,021 | 1,144 | N/A | 1,283 | N/A |
| 7/31/2015 | 19,678 | 1,127 | N/A | 1,413 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de DG ( 6.9% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de DG ( 6.9% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de DG devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de DG ( 3.9% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de DG ( 3.9% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de DG devrait être faible dans 3 ans ( 17.1 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/18 14:24 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/01/30 |
| Revenus annuels | 2026/01/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Dollar General Corporation est couverte par 51 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Meredith Adler | Barclays |
| Seth Sigman | Barclays |