Discount retailer Dollar General Corporation (DG  ) is set to report its fourth-quarter results on Thursday, offering insights into consumer shopping trends. Here's what to watch, including earnings estimates and analyst ratings.

Dollar General Q4 Earnings Estimates

Analysts expect fourth-quarter (Q4) revenue of $10.8 billion, up from $10.3 billion year-over-year, according to Benzinga Pro. data. The company has beaten revenue estimates in five straight quarters and eight of the last 10.

For earnings per share, analysts expect $1.62, down from $1.68 a year ago. The company exceeded earnings estimates in four consecutive quarters and seven of the last 10.

Dollar General Analyst Ratings

Analysts have been raising their price target on Dollar General stock ahead of the quarterly results. Here are some of the most recent analyst ratings on the stock.

• Telsey: Maintained Market Perform rating, with price target of $130
• Piper Sandler: Maintained Neutral rating, raised price target from $129 to $132
• Oppenheimer: Maintained Outperform rating, raised price target from $145 to $170
• Guggenheim: Maintained Buy rating, raised price target from $140 to $165

Dollar General comes into the earnings report with pressure on dollar stores and discount retailers by larger retail giants like Walmart (WMT  ), Target (TGT  ) and Amazon.com Inc (AMZN  ).

With consumers turning to discount goods and lower-priced items, those larger retailers are offering more selection and trying to take market share from Dollar General, Dollar Tree (DLTR  ) and other discount retailers.

Data from Placer.ai shows that the retailer may be doing just fine and could be doing better than rival Dollar Tree. In the months of October, November and December, Dollar general's same store visits were up 5.5%, 8.0% and 6.3% respectively.

Dollar Tree had same store visits growth of 3.1%, 1.4% and 1.2% respectively over the same three months.

The Placer.ai report found that Dollar General performs better than Dollar Tree in rural areas and is also seeing higher shopper frequency, suggesting it is becoming a staple shopping location for many consumers.

Dollar Tree will report quarterly results on Monday, March 16, giving Dollar General a chance to highlight its results and to potentially show better growth than its rival.

Dollar General raised its full-year guidance after third-quarter (Q3) results. Analysts and investors will be looking for a fourth-quarter beat and strong guidance going forward.

The company could also provide an update on new store openings following the Q3 results.

Other topics that could be addressed include the impact of the Supreme Court ruling on tariffs.

Dollar General, Dollar Tree Stock Prices

The company's stock trades at $145.71 versus a 52-week trading range of $74.67 to $158.23. It's up 6.5% year-to-date in 2026 and up 85.3% over the last year.

Dollar Tree stock trades at $115.86, down 9.3% year-to-date in 2026 and up 76.4% over the last year.