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Merchandise procurement and distribution are its main operating outlays, and consumables generated 82.04% of fiscal 2025 sales.","categories":[{"key":"mass-retail","ko":"대형 유통","en":"Mass Retail","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"소모품","note":"2025 회계연도 순매출 350억5320만달러, 전체의 82.04%"},{"name":"계절상품","note":"2025 회계연도 순매출 43억2740만달러, 전체의 10.13%"},{"name":"가정용품","note":"2025 회계연도 순매출 22억1350만달러, 전체의 5.18%"},{"name":"의류","note":"2025 회계연도 순매출 11억3030만달러, 전체의 2.65%"}],"total":"42,724,369,000달러 (FY2026, 기간말 2026-01-30; 2026-03-20 제출 10-K XBRL 매출)","track":"C"},"segments_en":{"parts":[{"name":"Consumables","note":"$35.0532 billion, or 82.04% of fiscal 2025 net sales"},{"name":"Seasonal","note":"$4.3274 billion, or 10.13% of fiscal 2025 net sales"},{"name":"Home products","note":"$2.2135 billion, or 5.18% of fiscal 2025 net sales"},{"name":"Apparel","note":"$1.1303 billion, or 2.65% of fiscal 2025 net sales"}],"total":"$42,724,369,000 (FY2026, period ended 2026-01-30; revenue reported in the 10-K XBRL filed 2026-03-20)"},"returns_yearly":{"2021":13,"2022":5.6,"2023":-44.1,"2024":-43.1,"2025":79.6,"2026":1.8},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":3,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"yum-brands","name":"얌! 브랜즈","name_en":"Yum! 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Inc.","tier":3,"returns_yearly":{"2021":18.9,"2022":-6.6,"2023":4.8,"2024":2.6,"2025":18.8,"2026":-21.5}},{"slug":"oklo","name":"Oklo","name_en":"Oklo","tier":3,"returns_yearly":{"2022":0.7,"2023":6.5,"2024":101,"2025":238,"2026":-42.5}},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"근거리 할인 소매망 기업. 2026년 +1.8%다. 수요단(평균 -6.9%)·본주(+1.8%)·공급단(평균 +2.8%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 크래프트 하인즈(+6.1%), 가장 처진 곳은 우버(-7.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Dollar General Corporation operates across Small-box discount retailer. It is +1.8% in 2026. Demand side (avg -6.9%), the stock (+1.8%) and supply side (avg +2.8%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is The Kraft Heinz Company (+6.1%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Merchandise procurement and distribution are its main operating outlays, and consumables generated 82.04% of fiscal 2025 sales.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"도어대시","counterparty_slug":"doordash","confidence":"high","metric":{"type":"count","unit":"stores","as_of":"2026-01-22","basis":"도어대시가 서비스하는 달러 제너럴 매장 수 하한","value":18000,"period":"2026-01","basis_en":"Minimum number of Dollar General stores served by DoorDash","qualifier":"more_than"},"note":"도어대시는 달러 제너럴 상품을 판매하는 전국 단위 온라인 유통 채널이다. 2026년 1월 기준 1만8000개가 넘는 매장을 연결했고, SEC 공시는 제3자 배송이 비교매장 매출에 의미 있게 기여한다고 확인했다.","note_en":"DoorDash is a nationwide digital sales channel for Dollar General merchandise. It served more than 18,000 stores by January 2026, while the SEC filing confirms that third-party delivery had become a meaningful contributor to comparable-store sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-20","url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926032325/dg-20260130x10k.htm","title":"DOLLAR GENERAL CORP 10-K (2026-03-20)","title_en":"DOLLAR GENERAL CORP 10-K (2026-03-20)","excerpt":"제3자 배송과 myDG Delivery는 대부분의 매장에서 제공되며 추가 매출을 만들고 있다.","excerpt_en":"Third-party delivery services and myDG Delivery are available in the majority of our stores."},{"stance":"confirms","publisher":"달러 제너럴 뉴스룸","publisher_en":"Dollar General Newsroom","kind":"ir","lang":"en","published_at":"2026-01-22","url":"https://newscenter.dollargeneral.com/news/dollar-general-brings-faster-easier-shopping-to-customers-nationwide-offers-free-delivery-on-mydg-delivery/567909d0-e26c-48ec-9ce2-deccb6941d66","title":"달러 제너럴, 전국 당일 배송 접근성과 속도 확대","title_en":"Dollar General Brings Faster, Easier Shopping to Customers Nationwide","excerpt":"도어대시 제휴는 1만8000개가 넘는 달러 제너럴 매장에 서비스를 제공한다.","excerpt_en":"DoorDash, serving more than 18,000 Dollar General stores."},{"stance":"mentions","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"analysis","lang":"ko","published_at":"2025-11-22","url":"https://www.hankyung.com/article/202511228924i","title":"'다이소'처럼 싸게 팔아 '주가 대박'…'씁쓸한 현실' 무슨 일?","title_en":"Dollar General Rallies as Demand for Low-priced Goods Grows","excerpt":"소도시와 교외의 높은 접근성이 미국 전역 소비자를 끌어들이고 있으며, 2025 회계연도 2분기 매출은 전년 동기보다 5.1% 늘었다.","excerpt_en":"Its accessibility in small towns and suburbs reaches consumers nationwide; fiscal Q2 2025 sales rose 5.1% year over year."},{"stance":"confirms","publisher":"퍼블리시스 커머스","publisher_en":"Publicis Commerce","kind":"research","lang":"en","published_at":"2025-10-01","url":"https://go.publiciscommerce.com/hubfs/Publicis%20Commerce_Retailer%20Intelligence_Oct2025.pdf","title":"리테일러 인텔리전스: 2025년 10월","title_en":"Retailer Intelligence: October 2025","excerpt":"도어대시는 달러 제너럴 1만7000개 매장에 제공됐고, 도어대시 주문의 평균 장바구니는 19.20달러로 분석됐다.","excerpt_en":"DoorDash's standard service is currently available for 17,000 of Dollar General's stores."},{"stance":"confirms","publisher":"도어대시","publisher_en":"DoorDash","kind":"ir","lang":"en","published_at":"2025-03-18","url":"https://ir.doordash.com/news/news-details/2025/DoorDash-and-Dollar-General-Partner-to-Unlock-Unprecedented-Food-Access-for-SNAP-Customers/default.aspx","title":"도어대시와 달러 제너럴, SNAP 고객의 식품 접근성 확대를 위해 제휴","title_en":"DoorDash and Dollar General Partner to Unlock Unprecedented Food Access for SNAP Customers","excerpt":"1만6000개가 넘는 달러 제너럴 매장의 SNAP 대상 상품을 도어대시 마켓플레이스에서 판매한다고 발표했다.","excerpt_en":"SNAP-eligible products from Dollar General are now available for purchase through the DoorDash Marketplace."}]},{"direction":"investment","counterparty":"Dollar Express","counterparty_slug":null,"confidence":"high","metric":{"type":"count","unit":"store_sites","as_of":"2017-06-01","basis":"달러 제너럴 공식 발표 기준 Dollar Express로부터 인수 예정인 점포 부지 수","value":322,"period":"2017","basis_en":"Store sites Dollar General officially said it planned to acquire from Dollar Express","qualifier":"official_announcement_media_reported_323"},"note":"달러 제너럴은 2017년 Dollar Express가 운영하던 구 Family Dollar 점포 포트폴리오를 인수해 자사 간판으로 전환했다. 달러 제너럴 공식 발표는 322개 부지를, 당시 보도는 323개 점포를 제시해 한 곳 차이가 남는다.","note_en":"Dollar General acquired a portfolio of former Family Dollar stores operated by Dollar Express and converted them to its banner in 2017. Dollar General's official release cited 322 sites, while contemporaneous reporting cited 323 stores, leaving a one-store discrepancy.","sources":[{"stance":"confirms","publisher":"달러 제너럴 투자자관계","publisher_en":"Dollar General Investor Relations","kind":"ir","lang":"en","published_at":"2017-06-01","url":"https://investor.dollargeneral.com/download/companies/dollargeneral/Quarterly%20Reports/DG_News_2017_6_1_General.pdf","title":"Dollar General Corporation, 2017년 1분기 실적 발표","title_en":"Dollar General Corporation Reports First Quarter 2017 Financial Results","excerpt":"회사는 36개 주의 322개 점포 부지 인수를 추진했으며 2017년 6월 거래 종결을 예상했다.","excerpt_en":"The Company's proposed purchase of 322 store locations in 36 states."},{"stance":"contradicts","publisher":"리테일 다이브","publisher_en":"Retail Dive","kind":"news","lang":"en","published_at":"2017-04-04","url":"https://www.retaildive.com/news/dollar-general-scooping-up-323-former-family-dollar-stores/439682/","title":"달러 제너럴, 구 Family Dollar 점포 323곳 인수","title_en":"Dollar General Scooping Up 323 Former Family Dollar Stores","excerpt":"Retail Dive는 달러 제너럴이 Sycamore Partners로부터 Dollar Express 점포 323곳을 인수한다고 보도했다.","excerpt_en":"Dollar General will acquire 323 Dollar Express stores from private equity owner Sycamore Partners."}]},{"direction":"cost","counterparty":"Procter & Gamble","counterparty_slug":"procter-gamble","confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2007-03-29","basis":"달러 제너럴 전체 상품 구매액 중 P&G 구매 비중","value":11,"period":"FY2006","basis_en":"P&G share of Dollar General's total merchandise purchases","qualifier":"approximately_historical"},"note":"P&G는 달러 제너럴이 판매할 생활소비재를 공급해 온 직접 상품 공급사다. 공개된 상대별 비중은 오래된 수치로, 2006 회계연도 구매액의 약 11%였으며 최신 상대별 비중은 공개되지 않았다.","note_en":"P&G has been a direct merchandise supplier of household consumer goods sold by Dollar General. The disclosed counterparty share is historical: about 11% of fiscal 2006 purchases, with no current supplier-specific share disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2007-03-29","url":"https://www.sec.gov/Archives/edgar/data/29534/000002953407000023/f200610kfinal.htm","title":"Dollar General Corporation 2006 Form 10-K","title_en":"Dollar General Corporation 2006 Form 10-K","excerpt":"2006년 달러 제너럴 구매액의 약 11%가 P&G에서 발생했다.","excerpt_en":"Approximately 11% of our purchases in 2006 were from The Procter & Gamble Company."}]},{"direction":"cost","counterparty":"크래프트 하인즈","counterparty_slug":"kraft-heinz","confidence":"high","metric":null,"note":"달러 제너럴은 크래프트 하인즈가 유통 확대를 추진하는 주요 가치 소매 채널로서 매장 데이터를 제품의 점포 단위 배치에 제공하고 있으며, 2024년 5월 보도 기준 유통 범위가 전년보다 약 10% 늘었다.","note_en":"Dollar General is a major value-retail channel where Kraft Heinz is expanding distribution and provides store data used to place products at the store level, with reported distribution about 10% higher year over year as of May 2024.","sources":[{"stance":"confirms","publisher":"크래프트 하인즈","publisher_en":"The Kraft Heinz Company","kind":"ir","lang":"en","published_at":"2024-10-30","url":"https://ir.kraftheinzcompany.com/media/document/2f1dfb49-cf0b-4410-9928-8459d9282a71/assets/3Q24%20KHC%20Q&A%20Transcript%20vFinal.pdf?disposition=inline","title":"크래프트 하인즈 2024년 3분기 실적 발표 Q&A","title_en":"The Kraft Heinz Company Q3 2024 Earnings Call Q&A","excerpt":"CEO는 클럽 채널과 달러 제너럴에서 유통 확대에 계속 집중하고 있다고 밝혔다.","excerpt_en":"We have continued to drive innovation in our products, while we continue to focus on expanding distribution, both in the club channel and Dollar General."},{"stance":"confirms","publisher":"Consumer Goods Technology","publisher_en":"Consumer Goods Technology","kind":"news","lang":"en","published_at":"2024-05-31","url":"https://consumergoods.com/kraft-heinz-and-dollar-general-build-shared-data-strategy-meet-consumer-value-mentality","title":"크래프트 하인즈와 달러 제너럴, 소비자 가치 수요에 대응하는 공동 데이터 전략 구축","title_en":"Kraft Heinz and Dollar General Build Shared Data Strategy to Meet Consumer Value Mentality","excerpt":"크래프트 하인즈의 달러 제너럴 내 유통 범위는 전년보다 약 10% 늘었다.","excerpt_en":"Kraft Heinz distribution with Dollar General has grown about 10% compared to last year."}]},{"direction":"revenue","counterparty":"Uber","counterparty_slug":"uber","confidence":"mid","metric":{"type":"count","unit":"stores","as_of":"2026-01-22","basis":"Uber Eats에서 이용 가능한 달러 제너럴 매장 수 하한","value":17000,"period":"2026-01","basis_en":"Minimum number of Dollar General stores available through Uber Eats","qualifier":"more_than"},"note":"Uber Eats는 달러 제너럴과 pOpshelf 상품을 주문받는 대형 디지털 판매 채널이다. 2025년 8월 1만4000개 이상 매장으로 시작했고, 달러 제너럴은 2026년 1월 서비스 가능 매장이 1만7000개를 넘었다고 밝혔다.","note_en":"Uber Eats is a large digital sales channel for Dollar General and pOpshelf merchandise. The partnership launched across more than 14,000 locations in August 2025, and Dollar General said coverage exceeded 17,000 stores by January 2026.","sources":[{"stance":"confirms","publisher":"달러 제너럴 뉴스룸","publisher_en":"Dollar General Newsroom","kind":"ir","lang":"en","published_at":"2026-01-22","url":"https://newscenter.dollargeneral.com/news/dollar-general-brings-faster-easier-shopping-to-customers-nationwide-offers-free-delivery-on-mydg-delivery/567909d0-e26c-48ec-9ce2-deccb6941d66","title":"달러 제너럴, 전국 당일 배송 접근성과 속도 확대","title_en":"Dollar General Brings Faster, Easier Shopping to Customers Nationwide","excerpt":"Uber Eats 협업은 1만7000개가 넘는 매장에서 이용 가능하다고 회사가 밝혔다.","excerpt_en":"Uber Eats, available from over 17,000 stores."},{"stance":"confirms","publisher":"Uber Technologies","publisher_en":"Uber Technologies","kind":"ir","lang":"en","published_at":"2025-08-08","url":"https://investor.uber.com/news-events/news/press-release-details/2025/Dollar-General-and-Uber-Eats-Partner-to-Deliver-Household-Essentials-Nationwide/default.aspx","title":"달러 제너럴과 Uber Eats, 생활필수품 전국 배송 제휴","title_en":"Dollar General and Uber Eats Partner to Deliver Household Essentials Nationwide","excerpt":"양사는 1만4000개가 넘는 달러 제너럴과 pOpshelf 매장을 Uber Eats 플랫폼에 연결한다고 발표했다.","excerpt_en":"More than 14,000 Dollar General and pOpshelf locations to the Uber Eats platform."}]},{"direction":"cost","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-06-30","basis":"달러 제너럴의 PepsiCo·Frito-Lay 상품 구매액","value":null,"period":"2025","basis_en":"Dollar General purchases of PepsiCo and Frito-Lay merchandise","qualifier":"confirmed_no_disclosed_value"},"note":"PepsiCo와 Frito-Lay는 달러 제너럴 매장에서 판매되는 음료와 스낵의 상품 공급 관계다. 달러 제너럴은 브랜드 관계를 직접 확인했지만 상대별 구매액이나 비중은 공개하지 않았다.","note_en":"PepsiCo and Frito-Lay supply beverages and snacks sold through Dollar General stores. Dollar General directly identifies the brand relationship but does not disclose counterparty-specific purchases or share.","sources":[{"stance":"confirms","publisher":"달러 제너럴 뉴스룸","publisher_en":"Dollar General Newsroom","kind":"ir","lang":"en","published_at":"2025-06-30","url":"https://newscenter.dollargeneral.com/news/dollar-general-announces-call-for-small-businesses/c87fb480-e9b5-4dc0-ab88-0bfb3bdda355","title":"달러 제너럴, 중소기업 대상 공급 파트너 모집 발표","title_en":"Dollar General Announces Call for Small Businesses","excerpt":"달러 제너럴은 매장에서 취급하는 주요 브랜드에 PepsiCo와 Frito-Lay를 포함했다.","excerpt_en":"Trusted brands such as Coca Cola, PepsiCo/Frito-Lay, General Mills and Hershey."}]}]}