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May 02, 2025
Dollar General Q1 2025 Earnings Report
Dollar General reported higher revenue, net income, and EPS for Q1 2025, driven by same-store sales growth and strong category performance.
Key Takeaways
Dollar General posted solid Q1 2025 results with revenue of $10.44 billion and EPS of $1.78. Same-store sales increased 2.4% and the company raised full-year guidance, citing strong operational execution and market share gains.
Net sales rose to $10.44 billion, up 5.3% year-over-year.
Same-store sales increased 2.4%, with higher average transaction amounts.
Operating income grew to $576.1 million, up 5.5%.
Net income rose to $391.9 million with EPS of $1.78.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Dollar General raised its FY25 guidance following Q1 outperformance, while acknowledging uncertainty from tariffs and potential impact on consumer behavior.
Positive Outlook
- FY25 net sales growth expected to be 3.7% to 4.7%, raised from previous 3.4% to 4.4%
- Same-store sales growth now forecast at 1.5% to 2.5%
- EPS guidance increased to $5.20–$5.80 from $5.10–$5.80
- Capex maintained at $1.3B to $1.4B to support strategic initiatives
- Plans to execute ~4,885 real estate projects in FY25
Challenges Ahead
- Tariff-related price increases may pressure consumer spending
- Uncertainty in the tariff environment could impact profitability
- Store closures partially offset sales growth from new stores
- SG&A expenses increased as % of net sales
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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