Dollar General

Q1 FY2027 EarningsQ2 FY26 results beat consensus across the board, with revenue of $11.29B exceeding expectations of $11.19B and Diluted EPS of $2.48 significantly outperforming the $2.01 consensus. Growth was driven by a 3.5% increase in same-store sales and 2.0% traffic growth, while gross margin of 32.6% beat the 31.7% estimate, aided by an 81bps benefit from tariff refunds. Consequently, management raised full-year FY26 EPS guidance to $7.80–$8.00, well above previous ranges.