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Why Dollar General (DG) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-12-19 23:51
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What a ...
Dollar General’s Turnaround Could Send the Stock Higher in 2026
Investing· 2025-12-19 15:04
Dollar General's (NYSE:DG) turnaround efforts are gaining traction, and analysts like what they see. The latest activity includes numerous price target increases and upgrades, culminating with an upgrade and price target revision from JPMorgan Chase & Company. Analysts at the firm upgraded the stock to Overweight from Hold and issued a street-high target of $166. Dollar General Advances to Confirm Bullish Stock Market Reversal Dollar General's stock price halted its retreat early in 2025 and has been reboun ...
4 Discount Retail Stocks to Watch in 2026 as Shoppers Seek Bargains
ZACKS· 2025-12-17 23:10
宏观经济与行业背景 - 美国经济正处于过渡阶段,金融环境趋于宽松,消费者情绪稳步改善,美联储近期降息标志着货币政策转向更加宽松,旨在支持经济增长,同时通胀压力正在缓和[1] - 尽管通胀已从峰值回落,但必需品的成本仍远高于疫情前水平,这推动了“消费降级”效应,各收入阶层的消费者越来越多地转向价值导向型选择,折扣零售商因此客流量保持稳定[2] - 展望2026年,随着宽松货币政策的效应逐渐影响消费者支出和企业利润,该行业前景日益向好[4] 折扣零售行业结构性优势 - 折扣零售商受益于精简的门店形式、高效的供应链、数字化和快速的库存周转,使其能够快速响应消费者需求变化[3] - 对自有品牌产品的重视支持了利润率稳定,同时实现了有竞争力的定价[3] - 在数据分析和人工智能方面的投资正在优化运营、个性化客户体验并提高效率[3] 重点公司分析:罗斯百货 - 罗斯百货凭借其强大的品牌组合、有效的商品销售执行和跨地区的强大客户参与度,持续展示其折扣模式的优势[5] - 管理层强调了广泛的品类增长势头、改善的供应商合作关系以及成功的营销举措,这些举措正在提升客流量和购物篮趋势,门店扩张和严格的库存管理进一步增强了其利用有利采购机会的能力[5] - 市场对其当前财年销售额和每股收益的共识预期分别较上年同期实际增长6%和1.7%,对下一财年的共识预期显示销售额将增长5.4%,收益将增长9.8%[6] - 该公司过去四个季度的平均盈利超出预期6.7%[6] - 当前季度销售额共识预期为63.5亿美元,同比增长7.32%,下一季度为52.5亿美元,同比增长5.30%,当前财年为224.0亿美元,同比增长6.02%,下一财年为236.0亿美元,同比增长5.35%[8] - 当前季度每股收益共识预期为1.85美元,同比增长3.35%,下一季度为1.60美元,同比增长8.84%,当前财年为6.43美元,同比增长1.74%,下一财年为7.06美元,同比增长9.82%[9] 重点公司分析:达乐公司 - 达乐公司的投资价值在于其强大的价值与便利性主张,对各个收入群体的吸引力不断扩大,以及在消耗品和非消耗品类别中持续获得市场份额[10] - 围绕定价、自有品牌、减少损耗和运营执行的战略举措正在转化为更强的盈利能力和现金流[10] - 市场对其当前财年销售额和每股收益的共识预期分别较上年同期实际增长4.7%和6.6%,对下一财年的共识预期显示销售额将增长4.2%,收益将增长8.9%[11] - 该公司过去四个季度的平均盈利超出预期22.9%[11] - 当前季度销售额共识预期为107.4亿美元,同比增长4.21%,下一季度为108.6亿美元,同比增长4.09%,当前财年为425.3亿美元,同比增长4.72%,下一财年为443.0亿美元,同比增长4.17%[12] - 当前季度每股收益共识预期为1.57美元,同比下降6.55%,下一季度为1.94美元,同比增长8.99%,当前财年为6.31美元,同比增长6.59%,下一财年为6.87美元,同比增长8.89%[13] 重点公司分析:好市多 - 好市多差异化的会员驱动模式,凭借精选的价值导向型商品组合和不断扩大的全球足迹,继续推动强劲的客流量、品牌忠诚度和市场份额增长[14] - 公司在数字能力、个性化和运营技术(如人工智能增强的库存系统)方面的投资正在提高效率并提升会员体验,强劲的会员续订率和高级会员渗透率的提高巩固了其生态系统和经常性收入基础的强度[14] - 市场对其当前财年销售额和每股收益的共识预期分别较上年同期实际增长7.5%和11.3%,对下一财年的共识预期显示销售额将增长7.3%,收益将增长9.2%[15] - 该公司过去四个季度的平均盈利超出预期0.5%[15] - 当前季度销售额共识预期为688.2亿美元,同比增长8.01%,下一季度为682.4亿美元,同比增长7.97%,当前财年为2959.8亿美元,同比增长7.54%,下一财年为3175.8亿美元,同比增长7.30%[16] - 当前季度每股收益共识预期为4.48美元,同比增长11.44%,下一季度为4.87美元,同比增长13.79%,当前财年为20.03美元,同比增长11.34%,下一财年为21.87美元,同比增长9.22%[17] 重点公司分析:伯灵顿商店 - 伯灵顿商店在执行其折扣转型方面正在取得有意义的进展,这得益于利润率扩张、严格的成本控制和商品销售能力的提高[18] - 管理层强调了强劲的潜在需求、有效的库存灵活性以及超出预期的新店开业渠道,对供应链效率和运营举措的投资正在增强盈利能力,同时保持价值领导地位[18] - 市场对其当前财年销售额和每股收益的共识预期分别较上年同期实际增长8%和18.4%,对下一财年的共识预期显示销售额将增长8.9%,收益将增长12.2%[19] - 该公司过去四个季度的平均盈利超出预期0.5%[19] - 当前季度销售额共识预期为35.7亿美元,同比增长9.02%,下一季度为27.5亿美元,同比增长9.70%,当前财年为114.9亿美元,同比增长8.03%,下一财年为125.1亿美元,同比增长8.87%[20] - 当前季度每股收益共识预期为4.67美元,同比增长14.74%,下一季度为1.81美元,同比增长13.13%,当前财年为9.67美元,同比增长18.36%,下一财年为10.85美元,同比增长12.23%[21]
Wall Street Sees a 21% Upside to Dollar General (DG)
Yahoo Finance· 2025-12-17 21:11
Dollar General Corporation (NYSE:DG) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for DG suggests a downside of a meager 0.11%; however, the Street high indicates an upside of 21%. As of the third quarter of 2025, Klarman owns 2.6 million shares of Dollar General valued at $275.6 million. On December 5, Truist Financial analyst Scot Ciccarelli maintained a Hold rating on Dollar General Corporation (NYSE:DG) and raised the price target to $129 fro ...
3 Grocery Stocks With Above-Average Dividends, Long-Term Returns
Investing· 2025-12-17 06:54
Market Analysis by covering: Kroger Company, Dollar General Corporation, S&P 500 TR, Albertsons Companies. Read 's Market Analysis on Investing.com ...
VINCI: Disclosure of transactions in on shares from December 08th to December 12th,2025
Globenewswire· 2025-12-17 00:50
Nanterre, December 15th, 2025 Disclosure of transactions in on shares from December 08th to December 12th,2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th, 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from December 08th to December 12th,2025: I - Aggregate presentation by day and by market ...
VINCI Autoroutes and VINCI Airports traffic in November 2025
Globenewswire· 2025-12-17 00:45
Nanterre, 16 December 2025 VINCI Autoroutes and VINCI Airports traffic in November 2025 I- Change in VINCI Autoroutes’ intercity networks traffic NovemberYTD at the end of November (11 months) % change 2025/2024% change 2025/2024VINCI Autoroutes−3.4%+1.1% Light vehicles−3.7%+1.2% Heavy vehicles<td style="width:26. ...
JPMorgan Upgrades Dollar General to Overweight on Multi-Year Growth Outlook
Financial Modeling Prep· 2025-12-16 06:22
评级与目标价调整 - 摩根大通将Dollar General评级从中性上调至超配 并设定166美元的目标价[1] 同店销售增长驱动因素 - 预计公司未来多年同店销售增长将维持在2%至3%或更高水平[2] - 新店开业、门店改造与翻新计划预计贡献约200个基点的增长[2] - 其他公司特定驱动因素包括非必需商品重置和Value Valley计划[2] 宏观环境与财务预测 - 宏观经济背景对核心客户有利 消费降级和就业改善构成顺风[3] - 综合模型预测同店销售增长约2.5% 净门店增长1%至2%[3] - 预计每年毛利率扩张约30个基点 驱动因素包括初始加价率改善、损耗减少、有利商品组合、DG Media增长、运输效率提升、健康美容品类扩张及自有品牌渗透[3] 盈利与现金流展望 - 在可比销售增长略高于3%的情况下 预计销售及一般管理费用将产生杠杆效应[4] - 预计每股收益增长12%至13%[4] - 预计派息后年度自由现金流将超过10亿美元[4]
Dixie Gold Inc. Files Shareholder Meeting Circular
TMX Newsfile· 2025-12-16 05:01
Vancouver, British Columbia--(Newsfile Corp. - December 15, 2025) - Dixie Gold Inc. (TSXV: DG) ("Dixie Gold" or the "Corporation" or the "Issuer") reports that it has filed its management information circular (the "Meeting Circular") and related materials in connection with its upcoming annual general and special meeting of shareholders, to be held in Vancouver, BC on January 22, 2026 (the "AGSM"). In line with past shareholder meetings, the AGSM will be conducted on a notice-and-access basis.The AGSM will ...
Analyst: Retailer to Keep Growing Amid Solid Macro Backdrop
Schaeffers Investment Research· 2025-12-15 23:21
Dollar General Corp (NYSE:DG) stock is 0.5% higher to trade at $133.85 at last glance, after J.P. Morgan Securities upgraded the discount retailer to "overweight" from "neutral" and hiked its price target to $166 from $128. The brokerage expects the company to continue to grow sales over the next few years, and noted the opening of new stores, remodeling of current ones, and a solid macro backdrop.DG secured a fresh 52-week high of $135.52 out of the gate, on track for a fifth-straight gain. The shares are ...