Credit and interest ratesmixed · 1 filings
“Interest expense, net, decreased $52.5 million to $274.3 million in 2024 compared to 2023 due to higher average cash balances and the repayment of long-term debt.”10-K · Mar 20, 2026 ↗
Dollar General Corporation
DG
Market read
Dollar General Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Company+1.4% todayVolume comparison unavailable
Market group0 of 11 activeBeverages - Brewers · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- DG's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if DG's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- DG's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements17
Verified relationships4
Evidence supporting the case
- Latest annual revenue changed +5.2% year over year.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- EV/sales is 54% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 9, 2026
124.516m-14.7%12m+14.5%24m+53.6%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-28$34.2B+1.4%$10.17-5.7%
2023-02-03$37.8B+10.6%$10.68-4.0%
2024-02-02$38.7B+2.2%$7.55-2.8%
2025-01-31$40.6B+5.0%$5.11+0.0%
2026-01-30$42.7B+5.2%$6.85+0.4%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposurepositive · 1 filings
“The complexity of this regulatory environment and related compliance costs continue to increase due to additional legal and regulatory requirements, our expanding operations, and increased regulatory scrutiny and enforcement efforts.”10-K · Mar 20, 2026 ↗
Macroeconomic conditionsnegative · 1 filings
“The effective tax rate was higher in 2024 primarily due to a higher state effective tax rate and a decreased benefit from stock-based compensation partially offset by the effect of certain rate-impacting items on lower earnings before taxes.”10-K · Mar 20, 2026 ↗
Restructuring and cost reductionsmixed · 1 filings
“Changes in other noncash losses resulted in a $296.2 million increase as compared to a $89.0 million increase in 2023 primarily due to impairment charges in 2024.”10-K · Mar 20, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.6× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
124.66+1.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for DG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for DG. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind DG
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
WMTWalmart Inc.competitorMar 20, 2026 ▾
“Our primary direct competitors are Walmart, Family Dollar and Dollar Tree.”
Depended on by
WERN11.0% of WERNcustomerFeb 26, 2026 ▾
“Our largest customer, Dollar General, accounted for 11% of our total revenues in 2025.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DG is currently a Follower in the organic co-movement group Branded Consumer Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.