Dollar General’s Smart Efficiency Play: Can New Delivery & Margin Plans Fuel a Turnaround?

Dollar General Corporation’s first quarter 2025 financial results reflect a mixed landscape of opportunities and challenges. The company showcased robust top-line growth with net sales increasing by 5.3% to $10.4 billion, driven partially by opening 156 new stores. Same-store sales rose by 2.4%, with average basket size growing by 2.7%. The company witnessed broad-based category growth in consumables, seasonal items, home, and apparel, with strong performances particularly in the non-consumable product categories during the Easter and early spring periods. Despite the positive sales figures, customer traffic slightly decreased by 0.3%.