Overview

• Second-quarter results topped expectations with revenue of about $10.7 billion, diluted EPS of $1.86, and same-store sales up 2.8%.
• Full-year guidance increased to net sales growth of 4.3% to 4.8% and EPS of $5.80 to $6.30, with comparable sales now seen up 2.1% to 2.6%.
• Operating profit and margins improved as tighter inventory control and lower shrink boosted profitability.
• Same-day delivery is scaling quickly through DoorDash and a new Uber Eats deal, with more than 75% of orders delivered within an hour and DG Delivery expanding toward 16,000 locations by year-end, helping attract higher-income shoppers and extend reach in rural markets.
• Shares rose about 6% in early trading and are up roughly mid‑40s percent year-to-date, as management also flagged potential late-year pressure from tariffs and softer consumer spending, with Q4 possibly more affected.