Dollar General (DG) Q1 2026 (USD): EPS 2.00 (exp. 1.89), Revenue 10.8bln (exp. 10.82bln)

Declared a USD 0.59 quarterly dividendSSS: Q1 comp sales 2.0% (exp. +2.0%) FY comp sales view 2.2-2.7% (exp. +2.4%) Same-store sales increased 2.0%, driven by traffic +1.4% and average transaction amount +0.5%, with growth across consumables, seasonal, apparel and home GUIDANCE: Raises FY26 EPS guidance, FY EPS view 7.20-7.45 (exp. 7.24; prev. saw 7.10-7.35) Maintained FY26 net sales growth between 3.7-4.2% (exp. 44.40bln) FY26 guidance assumes no share repurchases and excludes potential tariff refund payments COMMENTARY: CEO says EPS exceeded expectations as operating margin expansion more than offset severe winter weather and higher fuel costs, with positive customer traffic and balanced category growth supporting topline results. Has submitted claims to US Customs and Border Protection to seek refunds for previously paid tariffs.  The company also reported significantly higher fuel costs in Q1, anticipating this trend to continue for an uncertain period.