Dollar General Management

Management criteria checks 3/4

Dollar General's CEO is Todd Vasos, appointed in Oct 2023, has a tenure of less than a year. total yearly compensation is $8.98M, comprised of 7.3% salary and 92.7% bonuses, including company stock and options. directly owns 0.062% of the company’s shares, worth $19.52M. The average tenure of the management team and the board of directors is 5.3 years and 6.2 years respectively.

Key information

Todd Vasos

Chief executive officer

US$9.0m

Total compensation

CEO salary percentage	7.3%
CEO tenure	less than a year
CEO ownership	0.06%
Management average tenure	5.3yrs
Board average tenure	6.2yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Todd Vasos's remuneration changed compared to Dollar General's earnings?
Date	Total Compensation	Salary	Company Earnings
Feb 02 2024	US$9m	US$652k	US$2b
Nov 03 2023	n/a	n/a	US$2b
Aug 04 2023	n/a	n/a	US$2b
May 05 2023	n/a	n/a	US$2b
Feb 03 2023	US$16m	US$1m	US$2b
Oct 28 2022	n/a	n/a	US$2b
Jul 29 2022	n/a	n/a	US$2b
Apr 29 2022	n/a	n/a	US$2b
Jan 28 2022	US$17m	US$1m	US$2b
Oct 29 2021	n/a	n/a	US$2b
Jul 30 2021	n/a	n/a	US$3b
Apr 30 2021	n/a	n/a	US$3b
Jan 29 2021	US$16m	US$1m	US$3b
Oct 30 2020	n/a	n/a	US$3b
Jul 31 2020	n/a	n/a	US$2b
May 01 2020	n/a	n/a	US$2b
Jan 31 2020	US$12m	US$1m	US$2b
Nov 01 2019	n/a	n/a	US$2b
Aug 02 2019	n/a	n/a	US$2b
May 03 2019	n/a	n/a	US$2b
Feb 01 2019	US$11m	US$1m	US$2b
Nov 02 2018	n/a	n/a	US$2b
Aug 03 2018	n/a	n/a	US$2b
May 04 2018	n/a	n/a	US$2b
Feb 02 2018	US$9m	US$1m	US$2b

Compensation vs Market: Todd's total compensation ($USD8.98M) is above average for companies of similar size in the UK market ($USD5.63M).

Compensation vs Earnings: Todd's compensation has been consistent with company performance over the past year.

CEO

Todd Vasos (61 yo)

less than a year

Tenure

US$8,980,117

Compensation

Mr. Todd J. Vasos serves as an Independent Director at KeyCorp since July 8, 2020. He had been the Chief Executive Officer of Dollar General Corporation since June 3, 2015 until November 01, 2022 and serve...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Todd Vasos	CEO & Director	less than a year	US$8.98m	0.062% $ 19.5m
Kelly Dilts	Executive VP & CFO	less than a year	US$1.97m	0.0022% $ 680.0k
Carman Wenkoff	Executive VP & Chief Information Officer	6.8yrs	US$2.27m	0.013% $ 4.1m
Rhonda Taylor	Executive VP & General Counsel	9.1yrs	US$2.63m	0.021% $ 6.6m
Emily Taylor	Executive VP & Chief Merchandising Officer	no data	US$2.70m	0.0088% $ 2.7m
Antonio Zuazo	Executive Vice President of Global Supply Chain	5.7yrs	US$3.59m	0.0044% $ 1.4m
Anita Elliott	Senior VP & Chief Accounting Officer	8.3yrs	no data	0.0079% $ 2.5m
Julie Elmore	VP & CTO	5.7yrs	no data	no data
Kevin Walker	Vice President of Investor Relations	no data	no data	no data
Kathleen Reardon	Executive VP & Chief People Officer	4.9yrs	no data	0.0060% $ 1.9m
Christine Connolly	SVP, Corporate Secretary and Assistant General Counsel of Securities & Governance	less than a year	no data	no data
Roderick West	Executive Vice President of Global Supply Chain	3.1yrs	no data	0.0038% $ 1.2m

5.3yrs

Average Tenure

54yo

Average Age

Experienced Management: 0IC7's management team is seasoned and experienced (5.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Todd Vasos	CEO & Director	8.8yrs	US$8.98m	0.062% $ 19.5m
Patricia Fili-Krushel	Independent Director	11.5yrs	US$294.94k	0.010% $ 3.3m
Warren Bryant	Independent Director	15.3yrs	US$274.94k	0.017% $ 5.3m
Michael Calbert	Independent Chairman of the Board	16.8yrs	US$468.28k	0.044% $ 13.7m
David Rowland	Independent Director	less than a year	US$225.23k	0.000030% $ 9.4k
Debra Sandler	Independent Director	4yrs	US$290.13k	0.00060% $ 188.0k
Ana Chadwick	Independent Director	1.8yrs	US$292.37k	0.000050% $ 15.7k
Ralph Santana	Independent Director	6.2yrs	US$274.94k	0.0011% $ 338.4k
Timothy McGuire	Independent Director	6.2yrs	US$274.94k	0.0051% $ 1.6m

6.2yrs

Average Tenure

62yo

Average Age

Experienced Board: 0IC7's board of directors are considered experienced (6.2 years average tenure).

Dollar General Management

Management criteria checks 3/4

Key information

Recent management updates

Dollar General Corporation, Annual General Meeting, May 29, 2024

Dollar General Corporation, Annual General Meeting, May 29, 2024

Dollar General Corporation Announces Executive Changes

Dollar General Announces Executive Promotions

Dollar General Corporation Announces the Promotion of Rod West to Executive Vice President of Global Supply Chain, Effective September 1, 2023

Dollar General Corporation Appoints David Rowland to Its Board of Directors, Effective from August 5, 2023

Recent updates

Now 20% undervalued

Dollar General Corporation, Annual General Meeting, May 29, 2024

Dollar General Corporation, Annual General Meeting, May 29, 2024

Upcoming dividend of US$0.59 per share

Fourth quarter dividend of US$0.59 announced

Full year 2024 earnings released: EPS: US$7.57 (vs US$10.73 in FY 2023)

Dollar General Corporation Provides Earnings Guidance for the First Quarter Ending May 3, 2024 and Fiscal Year Ending January 31, 2025

Dollar General Corporation to Report Q4, 2024 Results on Mar 14, 2024

Lieff Cabraser Heimann & Bernstein, LLP Encourages Investors in Dollar General Corporation

Dollar General Corporation Announces Executive Changes

Upcoming dividend of US$0.59 per share at 1.7% yield

Frank R. Cruz Files the Securities Fraud Class Action Lawsuit Against Dollar General Corporation

Dollar General Announces Executive Promotions

Second quarter 2024 earnings released: EPS: US$2.14 (vs US$3.00 in 2Q 2023)

New major risk - Revenue and earnings growth

Now 21% undervalued

Dollar General Corporation Declares Quarterly Cash Dividend, Payable on or Before January 23, 2024

New major risk - Revenue and earnings growth

Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Dollar General Corporation

Dollar General Corporation to Report Q3, 2024 Results on Dec 07, 2023

New major risk - Revenue and earnings growth

Now 22% undervalued after recent price drop

Investor sentiment improves as stock rises 16%

Dollar General Corporation Updates Earnings Guidance for the Fiscal Year 2023

Upcoming dividend of US$0.59 per share at 2.2% yield

Lowey Dannenberg P.C. Files A Derivative Lawsuit Against Dollar General Corp. and Alleged Breaches of Fiduciary Duty Claims Involving the Board of Directors

Dollar General Corporation Announces the Promotion of Rod West to Executive Vice President of Global Supply Chain, Effective September 1, 2023

Second quarter 2024 earnings released: EPS: US$2.14 (vs US$3.00 in 2Q 2023)

Dollar General Corporation to Report Q2, 2024 Results on Aug 31, 2023

Now 21% undervalued after recent price drop

Dollar General Corporation Puts 'Food First' Through Investment in Private Brands

Upcoming dividend of US$0.59 per share at 1.4% yield

Dollar General Corporation Appoints David Rowland to Its Board of Directors, Effective from August 5, 2023

Independent Chairman of the Board recently bought US$1.3m worth of stock

First quarter 2024 earnings released: EPS: US$2.35 (vs US$2.42 in 1Q 2023)

Dollar General Corporation Revises Earnings Guidance for the Fiscal Year 2023

Now 21% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 21%

Dollar General Corporation to Report Q1, 2024 Results on Jun 01, 2023

Upcoming dividend of US$0.59 per share at 1.1% yield

Independent Director recently bought US$717k worth of stock

Full year 2023 earnings released: EPS: US$10.73 (vs US$10.24 in FY 2022)

Dollar General Corporation Announces the Retirement of John Garratt as Chief Financial Officer, Effective June 2, 2023

Upcoming dividend of US$0.55 per share

Dollar General Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2022

Third quarter 2023 earnings released: EPS: US$2.34 (vs US$2.10 in 3Q 2022)

Dollar General Corporation Updates Earning Guidance for the Fiscal Year 2022

Dollar General Introduces Exclusive New Oh Good! Gummy Vitamin Line

Dollar General Corporation to Report Q3, 2023 Results on Dec 01, 2022

Dollar General Corporation Adds Incoming CEO Jeff Owen to Board of Directors, Effective November 1, 2022

Upcoming dividend of US$0.55 per share

CEO & Director recently sold US$41m worth of stock

Dollar General Corporation Announces the Promotion of John Garratt to President, Effective September 1, 2022

Second quarter 2023 earnings released: EPS: US$3.00 (vs US$2.71 in 2Q 2022)

Dollar General Corporation to Report Q2, 2023 Results on Aug 25, 2022

Dollar General Corporation Appoints Ana Chadwick to Board of Directors

Dollar General Corporation Announces CEO Transition Plan

Dollar General Announces SVP Promotions

Upcoming dividend of US$0.55 per share

Dollar General Corporation Introduces Evolution of Retail Media Network, DGMN

First quarter 2023 earnings released: EPS: US$2.42 (vs US$2.84 in 1Q 2022)

Dollar General Corporation Updates Earnings Guidance for the Fiscal Year Ending February 3, 2023

Investor sentiment deteriorated over the past week

Now 27% undervalued

Dollar General Corporation to Report Q1, 2023 Results on May 26, 2022

Insufficient new directors

Dollar General Corporation, Annual General Meeting, May 25, 2022

Upcoming dividend of US$0.55 per share

Full year 2022 earnings: Revenues and EPS in line with analyst expectations