Dollar General Stock: Analyst Estimates & Ratings

With a market cap of $26.5 billion, Dollar General Corporation (DG) is a leading discount retailer in the United States, offering a wide range of low-priced merchandise across the southern, southwestern, midwestern, and eastern regions. It provides products in four main categories: consumables, seasonal items, home products, and apparel, featuring both national brands and private labels.

Shares of the Goodlettsville, Tennessee-based company have underperformed the broader market over the past 52 weeks. DG stock has risen 3.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained 20.2%. Moreover, shares of the company have declined 10% on a YTD basis, compared to SPX’s 13.1% increase.

Narrowing the focus, shares of the discount retailer have slightly outpaced the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 2.6% return over the past 52 weeks. 

Dollar General shares fell 3.3% on Jun. 2 as management warned that its core low- and middle-income customers remain under pressure from higher gasoline prices, inflation, and SNAP benefit reductions, leading the company to maintain its annual same-store sales growth forecast of only 2.2% - 2.7%. The company noted that rural shoppers are cutting back on travel and limiting shopping trips due to elevated fuel costs that are expected to persist. 

While Q1 2026 net sales increased 3.4% to $10.79 billion and EPS rose 12.4% to $2, beating estimates, concerns about weakening customer demand outweighed the improved fiscal 2026 EPS outlook of $7.20 - $7.45.

For the fiscal year ending in January 2027, analysts expect Dollar General’s adjusted EPS to grow 7.7% year-over-year to $7.38. The company’s earnings surprise history is promising. It beat the consensus estimates in each of the last four quarters. 

Among the 29 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 11 “Strong Buy” ratings, one “Moderate Buy,” 16 “Holds,” and one “Strong Sell.”

This configuration is less bullish than three months ago, with 13 “Strong Buy” ratings on the stock.

On Jun. 4, Barclays lowered its Dollar General price target to $148 while maintaining an “Overweight” rating.

The mean price target of $133.27 represents a 11.7% premium to DG’s current price levels. The Street-high price target of $175 suggests a 46.7% potential upside.