Dollar General wins more shoppers amid economic pressure

Jefferies (buy, PT: $150) says Dollar General delivered a high-quality quarter, with traffic growth, market-share gains and margin improvement showing that execution is improving beyond the benefit from tariff refunds.

Freedom Broker (hold, PT: $142) says Dollar General's turnaround is gaining traction as sales accelerated across all major categories, while positive traffic and improving store operations point to a more sustainable recovery.

Morningstar says Dollar General is converting economic pressure into market-share gains as shoppers across income levels increasingly trade down, including in discretionary categories.

Discount retailer Dollar General DG.N on Thursday raised its annual sales forecast after beating quarterly sales and profit estimates, as shoppers sought affordable essentials in a cautious spending environment and tariff refunds boosted earnings.

Median PT of 32 brokerages covering the stock is $136.50 - data compiled by LSEG.