Core Viewpoint - Dollar General's shares declined over 4% following a fiscal 2026 guidance that fell short of Wall Street expectations, despite reporting stronger-than-expected fourth quarter results [1][3]. Financial Performance - For Q4 ended January 30, 2026, Dollar General reported revenue of $10.91 billion, exceeding analyst estimates of $10.78 billion [1]. - Q4 net sales increased by 5.9% year over year, with same-store sales rising by 4.3% [2]. - Operating profit more than doubled to $606.3 million, while diluted earnings per share surged by 121.8% compared to the prior year [2]. - For the full fiscal year, net sales reached $42.7 billion, up 5.2%, with same-store sales growth of 3% [2]. - Operating profit rose by 28.6% to $2.2 billion, and diluted EPS increased by 34.1% to $6.85 [2]. Future Outlook - Dollar General anticipates net sales growth of 3.7% to 4.2% for the year ending January 29, 2027, projecting revenue of approximately $44.1 billion at the midpoint, which is below the consensus estimate of $44.43 billion [3]. - The company expects same-store sales growth of 2.2% to 2.7% [3]. - Forecasted diluted EPS for fiscal 2026 is between $7.10 and $7.35, indicating roughly 5.5% growth at the midpoint, aligning closely with analysts' expectations of $7.25 [4]. Expansion Plans - Dollar General plans to execute around 4,730 real estate projects in fiscal 2026, including approximately 450 new stores in the U.S. and about 10 new stores in Mexico [5]. - The company aims to remodel about 2,000 stores through its Project Renovate program and another 2,250 stores through Project Elevate, while relocating around 20 locations [5]. - Projected capital expenditures for the year are between $1.4 billion and $1.5 billion, reflecting ongoing investment in store growth and strategic initiatives [6].