Compared to Estimates, Dollar General (DG) Q4 Earnings: A Look at Key Metrics

Core Insights - Dollar General reported revenue of $10.91 billion for the quarter ended January 2026, reflecting a year-over-year increase of 5.9% and surpassing the Zacks Consensus Estimate by 1.17% [1] - The company's EPS for the quarter was $1.93, which is an increase from $1.68 in the same quarter last year, resulting in an EPS surprise of 19.71% compared to the consensus estimate of $1.61 [1] Financial Performance Metrics - Dollar General's same-store sales growth was 4.3%, exceeding the average estimate of 3.1% [4] - The total selling square footage was reported at 158.90 million square feet, slightly above the estimated 158.47 million square feet [4] - The ending store count was 20,893, which was below the average estimate of 20,938 [4] - The company opened 33 new stores, which is lower than the average estimate of 36, while closing 41 stores compared to the average estimate of 19 [4] Sales by Category - Net sales in the consumables category reached $8.77 billion, surpassing the average estimate of $8.71 billion, with a year-over-year change of 5.5% [4] - Seasonal product sales amounted to $1.21 billion, exceeding the average estimate of $1.17 billion, representing an 8.2% year-over-year increase [4] - Home products generated $643.78 million in sales, above the estimated $617.79 million, reflecting an 8.6% increase year over year [4] - Apparel sales were reported at $289.29 million, slightly above the average estimate of $287.19 million, marking a 3.5% year-over-year change [4] Stock Performance - Dollar General's shares have returned -1.6% over the past month, compared to a -2.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]