Dollar General Stock News

CNBC's Jim Cramer on Tuesday suggested why CVS and Dollar General have seen gains recently after lagging last year. He attributed the turnaround in part to the idea that these two have become the most competitive in their respective sectors.

The S&P 500 (^GSPC 0.79%) is down 10% so far this year. And that has a lot to do with the Trump administration's trade policy, which has proven unpredictable and extreme.

Dollar General's stock is down 62% from its peak due to poor execution, but I forecast a 32% return and 15% IRR by 2027 catalyzed by tariffs. Dollar General's model, focused on non-discretionary essentials and local sourcing, provides a strategic edge amid tariff impacts and industry margin compression. Operational improvements under new management, including inventory stabilization and store u...

Dollar General (DG 2.28%) is a defensive investment because it caters to consumers who buy essential items.

With tariff policies causing extensive worry in markets, one word has started to rear its ugly head more and more: recession. Market observers worry that tariffs could cause a worldwide slowdown as prices rise significantly.

Dollar General's (DG 2.28%) focus on offering discounted essentials could make it a top defensive play for 2025, especially with the stock trading at a deep discount. Melius Research analyst Karen Short recently upgraded the stock to a "buy" rating with a $110 price target, implying upside of 27% over the current $86.85 share price.

Despite declining profitability, it is fixable, and Dollar General's initiatives will improve this metric moving forward. In its Q4 2024 earnings call, Dollar General provided financial targets, which I believe are very conservative. Dollar General's Retail Media Network is a promising growth opportunity for the company as it leverages a targeted demographic that can attract brands that cater t...

Tom Yeung here with your Sunday Digest.  Several years ago, we at InvestorPlace and our partners at TradeSmith began working on AI-powered investing systems to bring Wall Street's edge to ordinary investors.