Dollar General (DG)
NYSEConsumer StaplesDiscount StoresSnapshot 2026-10-29
$132.30+1.70%
Close 2026-10-30 · 1-day change
NYSEConsumer StaplesDiscount StoresSnapshot 2026-10-29
Research Workspace
Put DG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskMostly healthy — no soft spokes
Dollar General’s case rests on steady sales growth and its value-and-delivery strategy, backed by cash-supported profits. Revenue growth accelerated from 3.4% to 5.2% year over year, and Q2 FY2026 earnings beat consensus. DG trades at 17.5× P/E versus a 16.2× peer median; expectations look modest versus our view. The 18% next-quarter miss probability and the FTC lawsuit over alleged deceptive pricing threaten that case. The 17.5× multiple must be earned despite its peer premium. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. DG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 32 analysts currently covering DG (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for DG in the last 4 months.
Continue this research
Compare DG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Staples (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put DG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
FTC and states filed suit, creating legal, regulatory, and reputational risk; no outcome is established.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $132.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $132.30.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Multi-state lawsuit over alleged overcharges creates meaningful legal and reputational risk.
FTC and states’ deceptive-pricing claims pose legal and reputational risks, though allegations remain unproven.
Advances: Achieve diluted EPS of $7.20 to $8.00 in fiscal 2026
Positive turnaround narrative supports EPS growth.
Threatens: Increase net sales by 3.7% to 4.3% in fiscal 2026
Bleak consumer outlook could affect sales targets.
Holiday tie-up could enhance brand strategy and sales growth.
Consumer sentiment may impact sales growth objectives.
Consumer sentiment impacts sales growth potential.
