financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Hold Opinion On Shares Of Dollar General Corporation
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Hold Opinion On Shares Of Dollar General Corporation
Aug 28, 2025 10:10 AM

12:50 PM EDT, 08/28/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target to $126 from $118, about 18x our FY 27 (Jan.) EPS of $6.98 (up from $6.55; FY 26 raised to $6.26 from $5.82). This multiple places the stock near the high end of its historical trading range, which we believe is warranted by encouraging year-to-date results that suggest the "Back to Basics" strategy is gaining traction. DG has delivered two straight quarters of solid comp growth (+2.4% in FQ1; +2.8% in FQ2), benefiting from customer trade-down and resilient demand among its core lower-income households, despite weak overall consumer sentiment. We attribute this momentum to better execution, including cleaner stores, stronger in-stocks, and improved labor availability, which are also driving notable reductions in shrink and inventory damages. In addition, ongoing store renovations should support stronger comp sales over the next few years, which is critical if DG aims to restore operating margins to 6%-7% within three to four years (vs. the 4.8% operating margin forecasted this fiscal year).

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Raises Opinion On Health Care To Marketweight From Underweight
Research Alert: CFRA Raises Opinion On Health Care To Marketweight From Underweight
Oct 8, 2025
01:40 PM EDT, 10/08/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: After Pfizer Inc. (PFE 26 ****) and the U.S. government struck the first Most Favored Nation (MFN) drug pricing deal to lower drug prices in the U.S., we see policy...
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Pepsico, Inc.
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Pepsico, Inc.
Oct 9, 2025
01:45 PM EDT, 10/09/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month target of $170, based on a 2026 P/E of 20.2x, a justified discount to PEP's five-year mean forward P/E of 23.0x. We maintain our adjusted EPS...
Research Alert: CFRA Reiterates Sell Opinion On Shares Of Ferrari N.v.
Research Alert: CFRA Reiterates Sell Opinion On Shares Of Ferrari N.v.
Oct 9, 2025
10:15 AM EDT, 10/09/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month target at $350, based on a 2026 P/E of 30x, a justified discount to RACE's 10-year average forward P/E multiple of 40x. Our adjusted EPS estimates...
Research Alert: CFRA Lowers Opinion On Real Estate To Underweight From Marketweight
Research Alert: CFRA Lowers Opinion On Real Estate To Underweight From Marketweight
Oct 8, 2025
02:20 PM EDT, 10/08/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We are lowering our opinion on the Real Estate sector to underweight given its vulnerability to potential disappointment if Fed rate cuts prove less aggressive than market expectations, combined with...
Copyright 2023-2026 - www.financetom.com All Rights Reserved