Every material Form 8-K Dollar General has filed with the SEC since September 03, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Dollar General disclosed that the FTC and various states filed a lawsuit against it on October 26, 2026, in federal court in Tennessee, alleging violations of the FTC Act, the Gramm-Leach-Bliley Act and state consumer protection laws. The FTC had also demanded significant monetary relief, and the company says it intends to defend the case but cannot assure a successful outcome, which could have a material adverse effect on its consolidated financial statements.
FTC and states filed suit October 26, 2026, in the U.S. District Court for the Middle District of Tennessee
Plaintiffs seek injunctive relief, monetary judgment and civil penalties; the filing does not state an amount
Draft complaint and draft settlement order were received September 23, 2026, after a Civil Investigative Demand dated January 30, 2026
Company says it will vigorously defend the matter and that defense could involve significant costs
Dollar General said its executive vice president and general counsel, Rhonda Taylor, intends to retire, with her move to a senior advisory role effective December 7, 2026. Kelly Collier, currently senior vice president and assistant general counsel for business law, will be promoted to executive vice president and general counsel on that date, giving shareholders a named successor and a planned handover rather than an abrupt change.
Rhonda Taylor advised the company of her retirement intention on August 25, 2026.
Taylor remains general counsel through December 6, 2026, then serves in a senior advisory role through at least April 2, 2027.
Kelly Collier, who joined Dollar General in 2009, becomes executive vice president and general counsel effective December 7, 2026.
Taylor joined the company in 2000 and became general counsel in 2015.
Dollar General reported second-quarter fiscal 2026 net sales up 5.2% to $11.3 billion, operating profit up 29.2% to $769.2 million and diluted EPS up 33.3% to $2.48. The company raised its fiscal 2026 diluted EPS guidance to $7.80 to $8.00 from $7.20 to $7.45, including an estimated $0.25 benefit from tariff refunds in the second quarter, and said it expects to resume share repurchases in the second half of the year.
Same-store sales rose 3.5%, with customer traffic up 2.0% and average transaction amount up 1.5%
Fiscal 2026 diluted EPS guidance is $7.80 to $8.00, up from $7.20 to $7.45 previously
Board declared a quarterly dividend of $0.59 per share, payable on or before October 20, 2026, to holders of record on October 6, 2026
Share repurchases of up to $700 million planned for fiscal 2026; $1.4 billion remained under the authorization at the end of the quarter
Dollar General reported first-quarter fiscal 2026 results for the 13 weeks ended May 1, 2026, with net sales up 3.4% to $10.8 billion and diluted EPS up 12.4% to $2.00. The company raised its fiscal 2026 diluted EPS guidance to $7.20 to $7.45 from $7.10 to $7.35, and shareholders at the May 28 annual meeting approved executive pay on an advisory basis, ratified Ernst & Young as auditor, and rejected three shareholder proposals.
Diluted EPS was $2.00 versus $1.78 a year earlier; operating profit rose 10.8% to $638.5 million.
Same-store sales increased 2.0%, including a 1.4% increase in customer traffic.
Fiscal 2026 diluted EPS guidance was raised to $7.20 to $7.45; net sales growth guidance of 3.7% to 4.2% was unchanged.
The Board declared a $0.59 per share quarterly dividend on June 1, payable on or before July 21, 2026.
Dollar General's Board approved Jerry W. "JJ" Fleeman Jr., currently CEO of Ahold Delhaize USA, to succeed Todd Vasos as CEO effective January 1, 2027. Vasos remains CEO until then, serves as Senior Advisor through April 2, 2027, and is expected to stay on the Board, and the filing details the compensation terms for both executives.
Fleeman, age 52, has more than 35 years of grocery retail experience and has been CEO of Ahold Delhaize USA since April 2023.
Fleeman's initial terms include a $1.25 million base salary, a 150% target fiscal 2026 bonus opportunity (prorated), and a $500,000 cash signing bonus.
Fleeman will receive an inducement equity award with a nominal value of about $4 million and a new hire equity award with a nominal annual value of $7.5 million.
Vasos's employment ends April 2, 2027, and his transition agreement becomes void if a new CEO does not start by January 2, 2027.
Dollar General reported fiscal 2025 fourth-quarter net sales of $10.9 billion, up 5.9%, and diluted EPS of $1.93, up 121.8% from $0.87 a year earlier. The prior-year quarter included charges tied to a store portfolio optimization review, which the company said reduced EPS by about $0.81 per share. The company also guided fiscal 2026 diluted EPS to $7.10 to $7.35 and declared a $0.59 quarterly dividend.
Q4 fiscal 2025 net sales rose 5.9% to $10.9 billion; same-store sales rose 4.3%.
Q4 diluted EPS was $1.93 versus $0.87; the prior-year quarter was reduced by about $0.81 per share from store review charges.
Fiscal 2026 guidance: diluted EPS of $7.10 to $7.35 and net sales growth of 3.7% to 4.2%; guidance assumes no share repurchases.
Quarterly dividend of $0.59 per share, payable on or before April 21, 2026, to holders of record on April 7, 2026.
Dollar General said independent director David P. Rowland will become Chairman of the Board effective February 4, 2026, succeeding Michael M. Calbert, who stays on as an independent director. Director Warren F. Bryant will retire from the board when his term expires at the 2026 annual shareholder meeting, and the company said his decision was not due to any disagreement. The changes are board governance updates and the filing reports no financial results.
David P. Rowland appointed Chairman of the Board effective February 4, 2026
Michael M. Calbert steps down as chairman but remains an independent director
Warren F. Bryant to retire at the 2026 annual meeting; he joined the board in 2009 per the press release
Dollar General reported third-quarter fiscal 2025 net sales of $10.6 billion, up 4.6%, and diluted earnings per share of $1.28, up 43.8% from $0.89 a year earlier. It raised its full-year fiscal 2025 guidance, including diluted EPS of $6.30 to $6.50, up from $5.80 to $6.30, which is favorable for shareholders.
Q3 net income rose to $282.7 million from $196.5 million; operating profit rose 31.5% to $425.9 million.
Same-store sales increased 2.5%; gross profit rate rose to 29.9% from 28.8% of net sales.
Fiscal 2025 diluted EPS guidance raised to $6.30 to $6.50; net sales growth guidance raised to 4.7% to 4.9%.
Quarterly cash dividend of $0.59 per share declared December 2, 2025, payable on or before January 20, 2026.
Dollar General appointed Emily C. Taylor, its executive vice president and chief merchandising officer, as chief operating officer effective November 16, 2025, with a base salary increase to $950,000. The company also eliminated the executive vice president, strategy and development position held by Steven R. Deckard, whose last day was November 12, 2025, and made related changes to its merchandising leadership.
Emily C. Taylor appointed COO effective November 16, 2025; her base salary rises from $850,000 to $950,000 and her targeted cash incentive from 75% to 100% of base salary.
Taylor will receive restricted stock units with an estimated aggregate value of approximately $209,000, vesting ratably over three years.
Bryan Wheeler promoted to executive vice president and chief merchandising officer, succeeding Taylor in that role.
Executive vice president, strategy and development position eliminated; Steven R. Deckard's last day was November 12, 2025.
Dollar General reported fiscal 2025 second-quarter net sales up 5.1% to $10.7 billion and diluted EPS up 9.4% to $1.86, and raised its fiscal 2025 diluted EPS guidance to $5.80 to $6.30 from $5.20 to $5.80. The board also declared a quarterly cash dividend of $0.59 per share, which matters to shareholders as a continuing cash return.
Q2 net sales rose 5.1% to $10.7 billion; same-store sales rose 2.8%
Operating profit rose 8.3% to $595.4 million; net income rose 10.0% to $411.4 million
Fiscal 2025 diluted EPS guidance raised to approximately $5.80 to $6.30, from $5.20 to $5.80
Quarterly dividend of $0.59 per share payable on or before October 21, 2025, to holders of record on October 7, 2025
Dollar General said CFO Kelly Dilts will leave on August 28, 2025, and its board appointed Donny Lau, a former Dollar General finance executive, as executive vice president and chief financial officer effective October 20, 2025. CEO Todd Vasos will serve as principal financial officer in the interim without additional compensation, so the company will not have a dedicated CFO until Lau starts.
Dilts departs August 28, 2025; Lau starts as CFO October 20, 2025
Vasos, the CEO, assumes principal financial officer duties in the interim
Lau's base salary is $800,000, with a 75% target bonus and a $900,000 cash signing bonus
Lau's equity awards have estimated values of $2.5 million each, one regular and one special inducement
Dollar General said Chief Financial Officer Kelly M. Dilts informed the company on July 11, 2025 that she will resign effective August 28, 2025, to pursue another opportunity. The company has started searching for a successor, so shareholders will face a change in the finance chief role during the search period.
Kelly M. Dilts, Executive Vice President and Chief Financial Officer, resigned to pursue another opportunity.
Notice given July 11, 2025; resignation effective August 28, 2025.
The company has commenced a search for her successor; no replacement is named in the filing.
Dollar General reported first-quarter fiscal 2025 net sales of $10.4 billion, up 5.3%, and diluted earnings per share of $1.78, up 7.9%, for the 13 weeks ended May 2, 2025. The company raised its fiscal 2025 diluted EPS guidance to $5.20 to $5.80 from $5.10 to $5.80, and also raised its net sales and same-store sales growth ranges, while noting uncertainty from tariffs.
Net sales rose 5.3% to $10.4 billion from $9.9 billion; same-store sales rose 2.4%.
Diluted EPS rose to $1.78 from $1.65; net income was $391.9 million.
Fiscal 2025 diluted EPS guidance is $5.20 to $5.80, up from $5.10 to $5.80; the guidance assumes no share repurchases.
Board declared a quarterly dividend of $0.59 per share, payable on or before July 22, 2025, to holders of record on July 8, 2025.
Dollar General reported fourth-quarter fiscal 2024 net sales up 4.5% to $10.3 billion, but diluted EPS fell 52.5% to $0.87 after $232 million in store portfolio review charges, and it guided fiscal 2025 diluted EPS to $5.10 to $5.80. The company also amended its $2.375 billion revolving credit facility, which temporarily raises its leverage covenant limit, lowers its fixed charge coverage minimum, and restricts share repurchases until January 30, 2026 or earlier.
Q4 net sales rose 4.5% to $10.3 billion; same-store sales rose 1.2%, while operating profit fell 49.2% to $294.2 million.
The store portfolio review plans 96 Dollar General and 45 pOpshelf store closures and six pOpshelf conversions in fiscal 2025's first quarter.
Fiscal 2025 guidance: net sales growth of 3.4% to 4.4%, same-store sales growth of 1.2% to 2.2%, and diluted EPS of $5.10 to $5.80 (fiscal 2024 diluted EPS was $5.11).
Amendment No. 1, dated March 11, 2025, covers the revolving facility; the Board declared a $0.59 quarterly dividend payable April 22, 2025.
Dollar General reported fiscal 2024 third-quarter net sales up 5.0% to $10.2 billion, but diluted EPS fell 29.4% to $0.89 as hurricane-related costs, markdowns and other expenses weighed on profit. The company lowered the top of its full-year 2024 diluted EPS outlook to $5.50 to $5.90 from $5.50 to $6.20. The board also declared a $0.59 quarterly dividend per share.
Net sales rose 5.0% to $10.2 billion and same-store sales rose 1.3% in the quarter ended November 1, 2024.
Diluted EPS fell 29.4% to $0.89 from $1.26, and operating profit fell 25.3% to $323.8 million, including $32.7 million of hurricane-related expenses.
Fiscal 2024 diluted EPS guidance is now $5.50 to $5.90, versus the prior $5.50 to $6.20.
The quarterly cash dividend of $0.59 per share is payable on or before January 21, 2025, to holders of record on January 7, 2025.
On September 3, 2024, Dollar General entered into an unsecured five-year revolving credit facility of $2.375 billion, which replaced its 2021 credit agreement. The filing describes the new facility's pricing, covenants and a scheduled termination date of September 3, 2029, and it does not report any drawn balance or change in earnings.
Unsecured five-year revolving credit facility of $2.375 billion, with letter of credit subfacility up to $100 million and swingline subfacility up to $50 million
Company may request up to $500.0 million in additional revolving commitments, subject to lender approval
Interest margin of 1.015% for Adjusted Term SOFR loans and commitment fee of 0.110% as of September 3, 2024, both subject to change based on debt ratings
All commitments under the 2021 Credit Agreement were terminated and replaced by the new facility on September 3, 2024
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