Dollar General Corp (DG  ) on Thursday reported better-than-expected second-quarter financial results and raised its FY26 guidance above estimates. The discount retailer reported net sales of $11.29 billion, up 5.2% year over year. Revenue beat the consensus estimate of $11.197 billion. Earnings rose 33% to $2.48 per share, beating the Street estimate of $2.01. The result included a roughly 25-cent benefit from tariff refunds after related reinvestments.

Dollar General raised its fiscal 2026 earnings guidance to between $7.80 and $8 per share, up from its previous range of $7.20 to $7.45. The consensus estimate is $7.41 per share.

The company also increased its sales forecast to between $44.43 billion and $44.56 billion, compared with its previous range of $44.31 billion to $44.52 billion. Wall Street expects sales of $44.43 billion.

"We are pleased with our second quarter performance, which included balanced topline growth, healthy operating margin expansion and strong double-digit EPS growth," said Todd Vasos, Dollar General's chief executive officer. "These results, which exceeded our expectations even before considering the benefit from tariff refunds after related reinvestments, are a testament to the strong execution, strategic direction, and continued dedication of our team. I want to thank our associates in our stores, distribution centers, private fleet and store support center for the work they do every day to fulfill our mission of Serving Others."

Dollar General shares rose 1.2% to $127.45 in pre-market trading.

These analysts made changes to their price targets on Dollar General following earnings announcement:

• Goldman Sachs analyst Kate McShane maintained the stock with a Neutral and raised the price target from $128 to $141.
• BMO Capital analyst Kelly Bania maintained the stock with a Market Perform and raised the price target from $120 to $135.