Added to YB: 2026-06-03
Pitch date: 2026-04-01
DG [bearish]
Dollar General Corporation
+8.21%
current return
Author Info
No bio for this author
Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$24.2B
Pitch Price
$115.77
Price Target
60.00 (-46%)
Dividend
N/A
EV/EBITDA
6.68
P/E
15.55
EV/Sales
0.90
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Dollar General Corporation - $DG (short)
DG (short): SNAP cuts ($187B, largest ever) destroy core rural customer spending power—participation -6% pre-enforcement, no trade-down available. DG 21.7% pricier than Walmart; Aldi/Walmart taking share. CEO turnaround architect Vasos leaving; mix shift compresses margins. Baa3, 3:1 op leverage. Base EPS $6.24 (-14%), bear $4.28 (-41%); target 14-15x from ~$118. Catalyst: Q1 (late May).
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