Dollar General Has 'Nice' Setup After Robust Q4, UBS Says

MT Newswires Live03-14

Dollar General (DG) has a favorable set-up following its robust Q4 performance, UBS said in a report Thursday.

"The market is likely contemplating whether the DG has more room to run," the report said. "This will be in focus, especially given the market's interpretation of the retailer's 1QTD comps."

The company posted Q4 EPS of $1.93 on Thursday, compared with the UBS estimate of $1.62 and market consensus of $1.66.

The note said the results pointed to accelerated comparable store sales and continued outsized gross margin expansion, with comp growth of over 4% for the first time since 2022, while also managing expenses better than consensus expectations.

"We continue to think DG's execution improvements and margin opportunities provide a nice set-up," the report said.

UBS, which is reviewing its estimates, maintained its buy rating and price target of $168.

Price: 132.38, Change: -3.57, Percent Change: -2.63

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