Q3 25 EPS
$0.89
MISS 5.15%
Est. $0.94
Q3 25 Revenue
$10.18B
BEAT +0.47%
Est. $10.14B
vs S&P Since Q3 25
+28.6%
BEATING MARKET
DG +51.3% vs S&P +22.7%
Market Reaction
Did DG Beat Earnings? Q3 2025 Results
Dollar General delivered a mixed fiscal third quarter, posting revenue growth that edged past expectations while earnings fell well short, painting a picture of a retailer still navigating significant cost headwinds. Net sales rose 5.0% year-over-yea… Read more Dollar General delivered a mixed fiscal third quarter, posting revenue growth that edged past expectations while earnings fell well short, painting a picture of a retailer still navigating significant cost headwinds. Net sales rose 5.0% year-over-year to $10.18 billion, a hair above the $10.14 billion consensus, supported by a 1.3% gain in same-store sales and continued new store contributions. But profitability took a meaningful hit: diluted EPS came in at $0.89, missing the $0.94 consensus estimate by 5.15%, as operating profit tumbled 25.3% to $323.80 million. The primary culprit was a sharp 111-basis-point increase in SG&A expenses to 25.65% of sales, with $32.70 million in hurricane-related costs, higher retail labor expenses, and increased depreciation all weighing heavily. Gross margin also contracted 18 basis points to 28.83%. Looking ahead, the company tightened its fiscal 2024 EPS guidance to $5.50-$5.90, trimming the upper end from $6.20, partly reflecting an estimated $10 million additional hurricane impact in the fourth quarter, even as Walmart's strength with higher-income shoppers underscores the competitive pressures Dollar General faces at the value end of retail.
Key Takeaways
- • Positive sales contributions from new stores
- • Same-store sales growth of 1.3% driven by 1.1% increase in average transaction amount and 0.3% customer traffic growth
- • Consumables category growth driving net sales increase
- • Back to Basics execution efforts improving customer experience
- • Lower shrink and decreased transportation costs partially offsetting gross margin pressure
- • Year-to-date operating cash flows increased 52.2% to $2.2 billion
DG YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
DG Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased with our team's execution in the third quarter, particularly in light of multiple hurricanes that impacted our business. We are proud of the way our team responded to serve our communities, demonstrating the commitment and dedication to fulfilling our mission of Serving Others that is pervasive throughout our organization.”
— Todd Vasos, Q3 2025 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 | — | — | — | — |