Dollar General Sees $10.78B Q4 Revenue, 2.8% Same-Store Sales Gain
Dollar General forecasts Q4 revenue of $10.78 billion (+4.7%), EPS of $1.61 (−4.2%) and 2.8% same-store sales growth. Its stock trades at 20.17× forward P/E versus Costco’s 47.18× and has climbed 85% year-over-year compared with Costco’s 8% gain, highlighting intensifying value retail competition.
1. Dollar General Q4 Expectations
Dollar General has issued guidance for its fiscal fourth quarter, forecasting revenue of $10.78 billion, up 4.7% year-over-year, EPS of $1.61, down 4.2%, and same-store sales growth of 2.8%. The company cited strong value positioning and private brand initiatives as key growth drivers.
2. Competitive Impact on Costco
DG shares have rallied 85% over the past year, outpacing Costco's 8% gain, while trading at a forward P/E of 20.17× versus Costco's 47.18×. This valuation gap and robust top-line momentum underscore mounting competitive pressure in the value retail segment, potentially challenging Costco's market positioning.