Dollar(US:DG) 智通财经网·2025-06-03 12:55Core Viewpoint - Dollar General reported better-than-expected Q1 results and slightly raised its full-year earnings guidance, indicating effective measures to address current tariff impacts [1][2] Financial Performance - The company raised its same-store sales growth forecast for the fiscal year from 1.2%-2.2% to 1.5%-2.5% [1] - Full-year earnings per share guidance was increased by $0.10 to a lower limit of $5.20, while the upper limit remains at $5.80 [1] - For the quarter ending May 2, the company achieved revenue of $10.4 billion, exceeding analyst expectations, with earnings per share of $1.78 compared to the expected $1.48 [1] - Same-store sales grew by 2.4%, significantly surpassing the analyst forecast of 1.41% [1] Market Position and Strategy - CEO Todd Vasos expressed satisfaction with the company's performance and highlighted the continuous increase in market share as a key driver of positive results [1] - The company plans to open nearly 600 new stores this year, indicating a strategy to expand its footprint despite economic challenges [2] - Historically, discount retailers like Dollar General tend to perform well during economic downturns as consumers shift towards lower-cost options to save money [2] Challenges and Risks - The company faces challenges from inflation, particularly affecting its core low-income customer base, which is reducing purchases of essential goods [2] - As a major sales channel for Chinese imports, Dollar General is directly impacted by tariff policies, with management warning that price increases related to tariffs may suppress consumer demand [2]