DOLLAR GENERAL CORP
boothcheck covers DOLLAR GENERAL CORP (DG) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Four fifths of everything rung up is consumables, the lowest-margin category on the shelf, and the filing is blunt that such sales ⟦"tend to have lower gross margins"⟧ while driving the traffic the rest of the store depends on. • Gross margin rose 107 basis points to 30.7% of net sales in the year to January 2026, mostly on lower shrink, which is the clearest single piece of evidence that the operational repair is working [Source: FY2025 10-K]. • Second-quarter results are due August 27, 2026,
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1,109 institutional managers reported holding DG in 13F filings for the quarter ended 2026-03-31. 116 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DG has cut its share count 6.2% over the past five years, spending $4.30B on repurchases. It pays a dividend, and has for 11 years running; the current rate is $2.36 a share annually. Cash returned over the past three years: $1.56B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DG over the trailing three years: 2023: 3 buys totaling $323k; 2024: 3 buys totaling $121k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-02 | -17.4% | +1.0% |
| 2023-09-01 | -17.4% | -8.5% |
| 2023-12-08 | -5.0% | +6.3% |
| 2024-03-26 | -3.9% | -5.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DG's latest 8-K filings: 2026-08-28 (items 5.02, 7.01, 9.01); 2026-08-27 (items 2.02, 7.01, 9.01); 2026-06-02 (items 2.02, 5.07, 7.01, 9.01); 2026-03-24 (items 5.02, 7.01, 9.01); 2026-03-12 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.