What changed
DG printed Q2 FY26 EPS of $2.48, beating consensus of $2.00 by $0.48, or 23.9%. Revenue rose 5.2% YoY to $11.29B, and management raised FY26 adjusted EPS guidance to $7.80-$8.00 with revenue growth of 4.0%-4.3%. The beat was driven by 3.5% same-store sales growth and gross margin expansion to 32.6%, aided by tariff refunds.
Why it matters
DG printed Q2 FY26 EPS of $2.48, beating consensus of $2.00 by $0.48, or 23.9%. Revenue rose 5.2% YoY to $11.29B, and management raised FY26 adjusted EPS guidance to $7.80-$8.00 with revenue growth of 4.0%-4.3%. The beat was driven by 3.5% same-store sales growth and gross margin expansion to 32.6%, aided by tariff refunds.