Dollar General reported a 122.9% increase in fourth-quarter (Q4) net income for the period ending January 30, 2026, and expects fiscal 2026 sales growth amid cautious consumer spending and competition.
For the fourth quarter, net sales rose 5.9% to $10.91bn.
Net income increased to $426.3 million while earnings per share (EPS) rose 121.8% to $1.93 compared to $0.87 in the year-ago period.
Same-store sales grew 4.3%, supported by a 2.6% increase in customer traffic and a 1.7% increase in average transaction value.
The company recorded growth in several product segments, including consumer goods, seasonal merchandise, home products and apparel.
Operating profit for 4Q4 more than doubled, increasing 106.1% to $606.2m.
Last year’s quarterly results were impacted by $232 million in charges related to store portfolio optimization reviews, which included store closings and impairment charges related to pOpshelf.
For the full fiscal year, net sales grew 5.2% to $42.72bn.
Same-store sales increased 3%, reflecting a 1.6% increase in customer traffic and a 1.4% increase in average transaction value.
Operating profit for FY25 reached $2.20 billion, representing an increase of 28.6%.
Net income rose 34.4% to $1.51bn while diluted EPS rose 34.1% to $6.85 from $5.11 a year earlier.
Looking ahead, the retailer expects net sales to grow between 3.7% and 4.2% in fiscal 2026, with same-store sales projected to increase from 2.2% to 2.7%.
Dollar General also confirmed plans for nearly 4,730 real estate projects in FY26.
This includes opening 450 new stores in the United States and about ten in Mexico, remodeling 2,000 stores under Project Remodel and 2,250 stores through Project Elevate, as well as relocating about 20 stores.
“Looking forward to 2026, we’re excited about our plans to drive continued growth through a variety of initiatives designed to enhance the customer experience, elevate our brand, drive enterprise-wide efficiencies, and expand our reach, while creating long-term shareholder value,” said Dollar CEO Todd Vassos.
“Dollar General Q4 Net Income Jumps 122.9%, Sees Modest Sales Growth in 2026” was originally created and published by Retail Insight Network, a brand owned by GlobalData.
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