DG Stock Recent News

Shares of Dollar General (DG 3.00%) rallied 18.5% in March, according to data from S&P Global Market Intelligence.

Although there is one day left in Q1, I'm pleased to present a detailed review of my Q1 stock picks, along with updated commentary and ratings. Today's report begins with an unconventional review of Apple, which I plan to drop coverage on. This report contains new coverage of 38 stocks that I've previously written about here at Seeking Alpha.

A good way to gauge the overall health of the economy, and consumers specifically, is to pay attention to what retailers are saying. One retailer that focuses on offering value to discount shoppers is Dollar General (DG -1.71%).

BofA Securities analyst Robert F. Ohmes reiterated a Buy rating on the shares of Dollar General Corporation   DG on Thursday with a price forecast of $90.00.

Many investors frantically read the news last week: The S&P 500 officially entered correction territory, which is a drop of at least 10%. As of this writing, however, the correction is proving to be short-lived.

For over a decade, retail store Dollar General (DG 2.52%) has been a constituent of the S&P 500, an index of 500 of the largest, most profitable companies in the U.S. As of March 18, the S&P 500 was down 9% from its all-time high and had even briefly been down 10%, which is what's commonly called "correction territory." But for Dollar General, the situation is much worse.

Dollar General (DG 2.52%) has been a laggard on the stock market in recent years as the company has lost market share to Walmart and struggled in an environment with weak consumer discretionary spending. Over the last three years, Dollar General's stock is down 63% while the broad market has surged.

Investing in top consumer brands when they offer high dividend yields can be a rewarding investment strategy. But a high yield will sometimes reflect something wrong with the business that investors should make certain is temporary before committing to buying shares.

Adjusting for one-off costs, Dollar General posted a reasonably solid 4Q24 result. New long-term financial targets point to a healthy recovery in Dollar General's operating profit margin from FY26E onwards. The near-term outlook for Dollar General is somewhat mixed, as management attempts to improve the business whilst simultaneously facing a number of baked-in FY25E cost headwinds.

Dollar General Corp. NYSE: DG stock is holding on to gains of about 6% after the discount retailer reported earnings on March 13, 2025. The company scored a slight beat on revenue, with its $10.30 billion in revenue nudging above the $10.26 billion projected by analysts.