Dollar General Maintains Dividend and Raises Guidance, Partners with Uber Eats

Dollar General (DG) maintains its dividend yield of 2.11% and raises full-year EPS guidance to $5.80-$6.30. The company partners with Uber Eats to enhance delivery capabilities. Analysts predict a 5.65% increase in stock price to $118.02, with a consensus recommendation of 2.4 (Outperform) from 30 brokerage firms. GuruFocus estimates a 37.52% upside to $153.62 within a year.

Dollar General (DG) reported robust second-quarter earnings and revenue that exceeded market expectations, driving a 6% increase in its stock price during early trading on Thursday. The discount retailer crushed estimates, with diluted earnings per share (EPS) of $1.86, well ahead of the Street’s estimate of $1.58. Revenue reached $10.7 billion, slightly above expectations of $10.69 billion. Same-store sales grew 2.8%, exceeding forecasts of 2.5% [1].

Looking ahead, Dollar General raised its full-year EPS guidance to a range of $5.80 to $6.30, up from prior expectations of $5.20 to $5.80 and significantly better than Wall Street’s forecast of $5.78. Net sales growth is expected to land between 4.3% and 4.8%, compared to its previous range of 3.7% to 4.7% [1]. Management cited its outperformance in the second quarter and an improved outlook for the second half of the year as reasons for the upward revision.

In addition to its financial performance, Dollar General has partnered with Uber Eats to enhance its delivery capabilities. This strategic move allows customers to purchase items from nearly 9,000 Dollar Tree stores and have them delivered to their homes. The partnership, announced on Thursday, is part of Uber’s ongoing retail expansion in suburban and rural areas, bringing Dollar Tree’s footprint to customers in new ways. To celebrate the launch, Uber Eats is offering $10 discounts on orders of $30 or more with the code DOLLAR10 [2].

Analysts predict a 5.65% increase in Dollar General’s stock price to $118.02, with a consensus recommendation of 2.4 (Outperform) from 30 brokerage firms. GuruFocus estimates a 37.52% upside to $153.62 within a year [3].

References:
[1] https://sherwood.news/markets/dollar-general-rallies-on-q2-earnings-and-revenue-beat-boost-to-full-year/
[2] https://www.pymnts.com/news/retail/2025/uber-eats-expands-rural-footprint-with-dollar-tree-partnership/
[3] https://www.benzinga.com/markets/equities/25/08/47377647/nvidia-dollar-general-and-3-stocks-to-watch-heading-into-thursday