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Dollar General Corporation

Filing: SEC 10-Q
Period: 13 weeks ended 2026-05-01
Basis: Editorial filing; Read original SEC 10-Q ↗

Sankey diagram of Dollar General Corporation. A complete text table follows the diagram.

Dollar General's Traffic Engine Is Consumables, but Margin Lives Elsewhere

Food and household essentials dominate the basket, while seasonal, home and apparel provide the higher-margin growth counterweight

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Source & review

Read original SEC 10-Q ↗

SEC accession: 0001104659-26-069205
Filed: Date not recorded
Reviewed: 2026-07-28
Status: Individual filing review complete

How to read these figures

All category leaves are exact reported sales. The $1.8945 billion non-consumables parent is the arithmetic sum of seasonal, home products and apparel.

Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.

Dollar General says many core customers have low or fixed incomes, making food, cleaning, health and pet essentials central to store traffic.
Non-consumables have outpaced consumables in same-store sales growth for five consecutive quarters.
Same-store sales rose 2.0% as traffic increased 1.4% and average transaction value increased 0.5%.
The 2026 real-estate plan spans 4,730 projects: new stores, relocations and more than 4,200 full or partial remodels.
Gross margin improved 65 basis points to 31.6%, helped by higher markups and lower inventory shrink and damages.

View accessible tables

Financial categories · 13 weeks ended 2026-05-01 · Millions of USD
Category	Stage	Value	Notes
Dollar General sales	1	$10.8B	Value retail across 21,055 stores
Consumable essentials	2	$8.9B	82.4% of sales and the traffic engine
Higher-margin discretionary	2	$1.9B	17.6% of sales
Seasonal merchandise	3	$1.1B	10.1% of sales; up 6.0%
Home products	3	$523M	Decor, domestics and household goods
Apparel	3	$287M	Smallest category; up 6.7%

Financial flows · Millions of USD
From	To	Value
Dollar General sales	Consumable essentials	$8.9B
Dollar General sales	Higher-margin discretionary	$1.9B
Higher-margin discretionary	Seasonal merchandise	$1.1B
Higher-margin discretionary	Home products	$523M
Higher-margin discretionary	Apparel	$287M