Q4 24 EPS
$1.83
BEAT +4.57%
Est. $1.75
Q4 24 Revenue
$9.86B
BEAT +0.77%
Est. $9.78B
vs S&P Since Q4 24
-65.3%
TRAILING MARKET
DG -20.8% vs S&P +44.6%
Full Year 2024 Results
FY 24 EPS
$7.55
FY 24 Revenue
$38.69B
Market Reaction
Did DG Beat Earnings? Q4 2024 Results
Dollar General delivered a mixed but better-than-feared fourth quarter, posting diluted EPS of $1.83 against a consensus estimate of $1.75, a beat of 4.57%, while revenue of $9.86 billion edged past the $9.78 billion estimate despite falling 3.4% yea… Read more Dollar General delivered a mixed but better-than-feared fourth quarter, posting diluted EPS of $1.83 against a consensus estimate of $1.75, a beat of 4.57%, while revenue of $9.86 billion edged past the $9.78 billion estimate despite falling 3.4% year over year, largely because the prior-year period included a 53rd week that contributed $678.10 million in additional sales. The core challenge was profitability: gross margin compressed 138 basis points to 29.5%, pressured by elevated shrink, inventory markdowns, and an unfavorable mix shift toward lower-margin consumables, driving operating profit down 37.9% to $579.65 million. Management's "Back to Basics" strategy has already prompted moves to curtail self-checkout across thousands of stores in an effort to reduce theft-related losses. Looking ahead, Dollar General guided fiscal 2024 net sales growth of 6.0% to 6.7%, same-store sales growth of 2.0% to 2.7%, and diluted EPS of $6.80 to $7.55, though that range absorbs an estimated $0.50 headwind from higher incentive compensation.
Key Takeaways
- • Same-store sales growth of 0.7% driven by increased customer traffic
- • Market share gains during the quarter
- • Back to Basics strategy supporting improved operational performance
- • 987 new store openings during fiscal year
- • Consumables category growth driving sales mix
- • Lower LIFO provision and decreased transportation costs partially offsetting gross margin pressure
DG YoY Financials
Q4 2024 vs Q4 2023, source: SEC Filings
DG Revenue by Segment
With YoY comparisons, source: SEC Filings
“We were pleased to deliver fourth quarter top and bottom-line results at the upper end of our internal expectations. With customer traffic growth and market share gains during the quarter, we believe our actions are resonating with customers as they turn to Dollar General for our unique combination of value and convenience.”
— Todd Vasos, Q4 2024 Earnings Press Release
DG Earnings Trends
DG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DG EPS Trend
Earnings per share: estimate vs actual
DG Revenue Trend
Quarterly revenue: estimate vs actual
DG Quarterly Results
11 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $1.88 | $2.00 | +6.22% | $10.79B | -0.23% |
| Q4 26 | — | — | — | — | — |
| Q3 26 BEAT | $0.93 | $1.28 | +37.55% | $10.65B | +0.44% |
| Q2 26 BEAT | $1.57 | $1.86 | +18.25% | $10.73B | +0.45% |
| Q1 26 BEAT | $1.49 | $1.78 | +19.87% | $10.44B | +1.46% |
| Q4 25 MISS FY | $1.50 | $0.87 | -42.19% | $10.30B | +0.45% |
| FY Full Year | $5.75 | $5.11 | -11.13% | $40.61B | +0.10% |
| Q3 25 MISS | $0.94 | $0.89 | -5.15% | $10.18B | +0.47% |
| Q2 25 MISS | $1.79 | $1.70 | -5.03% | $10.21B | -1.52% |
| Q1 25 BEAT | $1.57 | $1.65 | +5.10% | $9.91B | +0.18% |
| Q4 24 BEAT FY | $1.75 | $1.83 | +4.57% | $9.86B | +0.77% |
| FY Full Year | — | $7.55 | — | $38.69B | — |
| Q3 24 | $1.19 | — | — | — | — |