What factors drove DG's consistent EPS beats in 2025?

Dollar General Corporation (DG) has demonstrated consistent EPS beats in 2025, driven by a combination of factors that have positively influenced its financial performance: 1. **Strategic Store Closures and Remodeling**: Dollar General has strategically closed underperforming stores, particularly in urban areas, and remodeled existing stores to improve their profitability. This focus on optimizing store portfolios has likely contributed to better financial results. 2. **New Store Openings and Same-Store Sales Growth**: The company has opened new stores and seen growth in same-store sales, which have been key drivers of its revenue increase. New store openings, including those in Mexico, have contributed to the growth in net sales. Same-store sales growth, although modest, has been positive, supported by increased average transaction amounts. 3. **Effective Cost Management**: Despite facing challenges from inflation and economic uncertainty, Dollar General has managed its costs effectively. For example, the company's gross profit margin decreased slightly due to increased markdowns and damages, but it increased its gross profit to $12.0 billion, indicating efficient cost management. 4. **Strong Revenue Segments**: Dollar General's revenue segments, including consumables, seasonal products, home products, and apparel, have contributed to its net sales growth. Consumables, which account for 82.2% of net sales, have been particularly strong. 5. **Digital Growth Initiatives**: The company's investment in digital growth opportunities, such as its DG GO! app, has enhanced customer experience and increased sales frequency and basket size. This digital focus is likely to have contributed to the company's financial performance. In summary, Dollar General's consistent EPS beats in 2025 can be attributed to strategic store management, new store openings, same-store sales growth, effective cost management, strong revenue segments, and digital growth initiatives. These factors combined have enabled the company to deliver strong financial results despite challenging economic conditions.