Added to YB: 2023-12-27
Pitch date: 2023-12-19
DG [neutral]
Dollar General Corporation
+1.49%
current return
Author Info
Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$26.0B
Pitch Price
$122.59
Price Target
N/A
Dividend
2.00%
EV/EBITDA
7.10
P/E
17.20
EV/Sales
0.95
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Dollar General $DG Write Up
DG $28B mkt cap $46B EV 19K stores serves rural US. Shares -50% YoY earnings -22-34% est 2023 but essential biz 75% live <5mi. 11% 5yr rev CAGR aims 25K stores. Q2 op profit -24% inventory woes but strong brand network preferred dev program. Bears: debt safety fines inventory mgmt. New-old CEO must improve ops trade discount to rivals but headwinds: costs mgmt churn $DLTR rivalry habits pressure margins
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