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Jan 31

Dollar General Q4 2024 Earnings Report

Dollar General reported mixed results, with a 4.5% increase in revenue but a significant decline in profit metrics.

Key Takeaways

Dollar General's Q4 2024 revenue grew by 4.5% to $10.3 billion, driven by new store openings and modest same-store sales growth. However, operating profit dropped 49.2% due to store portfolio review charges, leading to a 52.5% decline in EPS. The company remains optimistic about future performance and is focusing on long-term growth strategies.

Revenue increased by 4.5% to $10.3 billion.

Net income fell 52.4% to $191.2 million.

Operating profit declined 49.2% to $294.2 million.

Diluted EPS dropped 52.5% to $0.87.

Total Revenue
$10.3B
Previous year: $9.86B
+4.5%
EPS
$0.87
Previous year: $1.83
-52.5%
TTM Net Sales per Sq Ft
$65.6K
Selling Square Feet
156.88M
Stores at End of Period
20.59K
Gross Profit
$3.03B
Previous year: $3.15B
-3.8%
Cash and Equivalents
$933M
Previous year: $382M
+144.4%
Total Assets
$31.1B
Previous year: $29.1B
+7.0%

Dollar General

Dollar General

Dollar General Revenue by Segment

Forward Guidance

Dollar General projects net sales growth between 3.4% and 4.4% in fiscal 2025, with a diluted EPS range of $5.10 to $5.80.

Positive Outlook

  • Expected net sales growth of 3.4% to 4.4%.
  • Same-store sales growth forecasted between 1.2% and 2.2%.
  • Plans to open 575 new stores in the U.S. and up to 15 in Mexico.
  • Projected capital expenditures of $1.3 billion to $1.4 billion.
  • Strategic initiatives focused on long-term sustainable growth.

Challenges Ahead

  • Expected EPS decline compared to FY24.
  • Anticipated increase in the effective tax rate to approximately 23.5%.
  • No planned share repurchases in fiscal 2025.
  • Continued impact from store closures and re-bannering.
  • Potential economic headwinds including inflation and labor costs.

Revenue & Expenses

Visualization of income flow from segment revenue to net income