Dollar General’s Q4 2025 results prove that hitting a record $40 billion revenue year means abandoning pandemic experiments and paying a hefty premium to return actual humans to the cash register.

In ~10 minutes:

• Why putting cashiers back at registers costs $120M

• The brutal efficiency of permanently deleting 1,000 SKUs

• How a new tax shield is quietly padding cash flow

• Why the stock sold off despite a massive EPS beat

DG is aggressively retreating from its urban pOpshelf expansion to double down on what it knows best: being the ultimate last-mile logistics monopoly for rural America. We break down the heavy operational costs of this "back to basics" pivot, explore their obsession with supply chain case-packing, and ask how the retailer plans to defend margins if their core, low-income consumer stays tapped out.

Dollar General (DG) | Q4 FY2025

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