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Dollar General Corporation Just Recorded A 38% EPS Beat: Here's What Analysts Are Forecasting Next

Simply Wall St · 1d ago

Shareholders will be ecstatic, with their stake up 21% over the past week following Dollar General Corporation's (NYSE:DG) latest quarterly results. Revenues were US$11b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$1.28, an impressive 38% ahead of estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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NYSE:DG Earnings and Revenue Growth December 7th 2025

Taking into account the latest results, the current consensus from Dollar General's 27 analysts is for revenues of US$44.2b in 2027. This would reflect a modest 5.0% increase on its revenue over the past 12 months. Per-share earnings are expected to leap 21% to US$7.00. Before this earnings report, the analysts had been forecasting revenues of US$44.2b and earnings per share (EPS) of US$6.67 in 2027. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

See our latest analysis for Dollar General

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 7.7% to US$129. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Dollar General analyst has a price target of US$160 per share, while the most pessimistic values it at US$80.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Dollar General's revenue growth is expected to slow, with the forecast 4.0% annualised growth rate until the end of 2027 being well below the historical 5.2% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.0% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Dollar General.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Dollar General following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Dollar General analysts - going out to 2028, and you can see them free on our platform here.

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Dollar General , and understanding this should be part of your investment process.