Every 8-K that Dollar General Corp. (DG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DG filings page.
Dollar General Corporation (DG) reported that Executive Vice President and General Counsel Rhonda M. Taylor has informed the company of her intention to retire. She will transition from Executive Vice President and General Counsel to a senior advisory role effective December 7, 2026, and is expected to serve in that capacity through at least April 2, 2027.
Kelly Collier, currently Senior Vice President, Assistant General Counsel for Business Law, will be promoted to Executive Vice President, General Counsel effective December 7, 2026. Dollar General highlighted Taylor’s 26-year tenure, broad leadership across legal, compliance, risk, public policy, and corporate responsibility, and Collier’s long experience with the company and background in commercial litigation.
DOLLAR GENERAL CORP (DG) reported strong results for the fiscal 2026 second quarter ended July 31, 2026 and raised its full-year 2026 financial guidance. Net sales rose 5.2% to $11.3 billion, driven by a 3.5% increase in same-store sales, with customer traffic up 2.0% and average ticket up 1.5%. All four categories—consumables, seasonal, home products, and apparel—posted positive comparable sales growth.
Gross margin expanded to 32.6% from 31.3%, helped by tariff refunds, a lower LIFO provision and lower distribution costs, partially offset by higher markdowns and transportation costs. Operating profit grew 29.2% to $769.2 million, while net income increased 33.8% to $550.3 million. Diluted EPS was $2.48, up 33.3%, including an estimated $0.25 benefit from tariff refunds after reinvestments.
For the first 26 weeks of fiscal 2026, net sales rose to $22.1 billion and diluted EPS to $4.49. The company ended the quarter with 21,148 stores and expects about 4,730 real estate projects in fiscal 2026, including ~450 new U.S. stores and ~10 in Mexico. The board declared a quarterly dividend of $0.59 per share payable on or before October 20, 2026, and the company expects to resume share repurchases in the second half of fiscal 2026, with $1.4 billion remaining under its authorization.
Dollar General Corporation reported stronger results for the first quarter of fiscal 2026, with net sales of $10.8 billion, up 3.4% from the prior year, driven by new stores and 2.0% same-store sales growth across all major categories.
Gross margin improved to 31.6% and operating profit rose 10.8% to $638.5 million, while net income increased 13.3% to $444.1 million and diluted EPS grew 12.4% to $2.00. Net interest expense declined and cash ended the quarter at $1.35 billion.
The company continued investing in growth, opening 195 new stores and ending with 21,055 locations, and the board declared a $0.59 quarterly dividend. Shareholders re-elected all director nominees, approved executive compensation on an advisory basis, ratified Ernst & Young as auditor, and voted down three shareholder proposals on governance and human rights reporting.
Dollar General Corporation is planning a leadership transition in which Jerry W. “JJ” Fleeman Jr. will succeed Todd J. Vasos as Chief Executive Officer effective January 1, 2027. Fleeman is expected to join the Board at that time, while Vasos will remain CEO until the transition and then serve as Senior Advisor through April 2, 2027, and continue as a director.
Fleeman’s three-year employment agreement, effective at the Transition Date, provides a $1.25 million base salary, a 2026 target bonus of 150% of salary, a $500,000 signing bonus, relocation benefits, and equity awards including a $4 million inducement RSU grant and a prorated annual equity award with a nominal value of $7.5 million in RSUs and PSUs, all under the 2021 Stock Incentive Plan. If terminated without cause or he resigns for good reason, he would receive two years of salary continuation, cash severance tied to his Teamshare bonus target, health benefit contributions, outplacement services, and vesting of his inducement award, subject to a release and covenants.
Under a new Transition Agreement, Vasos’s employment will end on April 2, 2027. He will keep his current $1.65 million base salary, a 2026 Teamshare bonus opportunity at 200% of salary, existing benefits, travel reimbursement, and a 2026 equity award with a nominal value of about $12 million split between RSUs and PSUs with EBITDA and adjusted ROIC performance conditions. The agreement also revises vesting terms for his 2023 stock option, providing multiple paths to vesting tied to continued service, termination without cause, death or disability, or a qualifying termination in connection with a change in control.
Dollar General delivered strong results for fiscal 2025, with net sales rising 5.2% to $42.7 billion and same-store sales up 3.0%. Diluted EPS grew 34.1% to $6.85, helped by lower shrink, higher inventory markups, and reduced impairment charges.
In the fourth quarter, net sales increased 5.9% to $10.9 billion and diluted EPS more than doubled to $1.93, reflecting margin expansion and lapping prior-year optimization charges. Operating cash flow grew 21.3% to $3.6 billion, while capital spending was $1.2 billion and long-term debt declined.
The Board declared a quarterly dividend of $0.59 per share. For fiscal 2026, the company guides to net sales growth of 3.7%–4.2%, same-store sales growth of 2.2%–2.7%, and diluted EPS of $7.10–$7.35, assuming a 25% tax rate and no share repurchases.
Dollar General Corporation announced a planned change in its board leadership. Director Warren F. Bryant will retire from the Board at the expiration of his current term at the company’s 2026 annual meeting of shareholders, and his decision is stated as not resulting from any disagreement with the company.
The Board has appointed current independent director David P. Rowland to serve as Chairman of the Board, effective February 4, 2026. He will succeed Michael M. Calbert, who will continue serving as an independent director. The company issued a press release on February 3, 2026 describing these governance changes.
Dollar General Corporation reported that it issued a news release announcing its results of operations and financial condition for its fiscal 2025 third quarter, the 13-week period ended October 31, 2025. The company furnished this news release as Exhibit 99 to a current report on Form 8-K, rather than including full financial details in the body of the report.
The information in Items 2.02 and 7.01, and in Exhibit 99, is being treated as furnished rather than filed under federal securities laws, which affects how it is incorporated into other securities law filings. No acquisitions, pro forma financial information, or shell company transactions are included, and the exhibit index primarily points investors to the earnings news release.
Dollar General Corporation filed an amended current report to disclose additional compensation terms related to the previously announced elimination of the Executive Vice President, Strategy and Development role held by Steven R. Deckard.
Under an amendment to his employment agreement effective November 12, 2025, and contingent on the execution and effectiveness of a release, Mr. Deckard will receive an additional cash payment of $2,000,000, less applicable withholdings. This amount is in addition to the severance payments already provided under Section 12 of his employment agreement. In exchange, the business protection "Restricted Period" in his agreement is extended from two years to 30 months following his termination date.
Dollar General appointed Emily C. Taylor as Chief Operating Officer, effective November 16, 2025. Taylor has served as Executive Vice President and Chief Merchandising Officer since September 2020 and joined the company in 1998, holding roles across merchandising, pricing, planning, and channel innovation.
In connection with the promotion, the Board’s Compensation and Human Capital Management Committee approved an annual base salary increase from $850,000 to $950,000 and raised her targeted annual cash incentive under the Teamshare plan from 75% to 100% of base salary, prorated from the effective date and subject to performance criteria. She will also receive an estimated $209,000 equity award in restricted stock units vesting ratably over three years under the 2021 Stock Incentive Plan.
The company eliminated the position of Executive Vice President, Strategy and Development, held by Steven R. Deckard, whose last day was November 12, 2025. An amendment to Taylor’s employment agreement reflecting her new role and salary is filed as Exhibit 10.1.
Dollar General Corp. reported selected corporate actions and disclosures. The company announced statements about its outlook and a planned conference call to discuss recent financial results, the outlook, and other matters.
On August 27, 2025, Dollar General's Board declared a quarterly cash dividend of $0.59 per share on outstanding common stock, payable on or before October 21, 2025 to shareholders of record as of October 7, 2025. The filing references financial statements and exhibits without presenting detailed operating results or tables in the provided text.
Dollar General filed a Form 8-K reporting personnel and compensatory arrangements related to an employment agreement referenced for a named executive (Mr. Lau). The filing describes that the agreement provides a minimum annual base salary (subject to future increases at the Company’s discretion), participation in the Company’s annual officer bonus program at the executive’s job grade, and entitlement to executive perquisites, fringe benefits and welfare plans applicable to similarly situated officers, excluding plans limited to certain officers. The 8-K also references Regulation FD disclosure and lists exhibits including a news release dated August 20, 2025 and an Inline XBRL cover page.