Subtext

Dollar General Corporation DG

SectorConsumer Staples
Transcripts50
Date range2012-06-04 – 2025-03-13
Calls charted50

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q42012 Q1 · Overall: +3.92012 Q2 · Overall: +4.92012 Q3 · Overall: +1.22012 Q4 · Overall: +4.72013 Q1 · Overall: +4.82013 Q2 · Overall: +1.62013 Q3 · Overall: +2.42013 Q4 · Overall: +2.12014 Q1 · Overall: +1.12014 Q2 · Overall: +1.32014 Q3 · Overall: +1.32014 Q4 · Overall: +9.92015 Q1 · Overall: +14.02015 Q2 · Overall: +12.82015 Q3 · Overall: +8.52015 Q4 · Overall: +9.82016 Q1 · Overall: +15.22016 Q2 · Overall: +8.82016 Q3 · Overall: +9.12016 Q4 · Overall: +14.42017 Q1 · Overall: +12.92017 Q2 · Overall: +11.52017 Q3 · Overall: +14.52017 Q4 · Overall: +16.42018 Q1 · Overall: +13.52018 Q2 · Overall: +13.52018 Q3 · Overall: +13.12018 Q4 · Overall: +12.32019 Q1 · Overall: +15.42019 Q2 · Overall: +12.62019 Q3 · Overall: +13.62019 Q4 · Overall: +16.22020 Q1 · Overall: +8.72020 Q2 · Overall: +10.22020 Q3 · Overall: +13.92020 Q4 · Overall: +4.02021 Q1 · Overall: +6.42021 Q2 · Overall: +6.02021 Q3 · Overall: +9.12021 Q4 · Overall: +7.52022 Q1 · Overall: +8.02022 Q2 · Overall: +13.42022 Q3 · Overall: +0.02022 Q4 · Overall: +7.02023 Q3 · Overall: +6.52023 Q4 · Overall: +8.42024 Q1 · Overall: +13.92024 Q2 · Overall: +9.92024 Q3 · Overall: +17.42024 Q4 · Overall: +12.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-35-17+0+17+352012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q42012 Q1 · CEO: +11.02012 Q2 · CEO: +11.02012 Q3 · CEO: +6.02012 Q4 · CEO: +11.52013 Q1 · CEO: +13.72013 Q2 · CEO: +7.12013 Q3 · CEO: +6.72013 Q4 · CEO: +3.22014 Q1 · CEO: +5.82014 Q2 · CEO: +5.22014 Q3 · CEO: +8.02014 Q4 · CEO: +13.82015 Q1 · CEO: +30.42015 Q2 · CEO: +22.52015 Q3 · CEO: +13.72015 Q4 · CEO: +13.22016 Q1 · CEO: +19.82016 Q2 · CEO: +14.32016 Q3 · CEO: +13.72016 Q4 · CEO: +26.32017 Q1 · CEO: +14.82017 Q3 · CEO: +20.12017 Q4 · CEO: +23.22018 Q1 · CEO: +17.32018 Q2 · CEO: +22.12018 Q3 · CEO: +19.62018 Q4 · CEO: +16.52019 Q1 · CEO: +21.22019 Q2 · CEO: +13.22019 Q3 · CEO: +20.52019 Q4 · CEO: +24.42020 Q1 · CEO: +14.82020 Q2 · CEO: +20.62020 Q3 · CEO: +26.22020 Q4 · CEO: +12.42021 Q1 · CEO: +7.02021 Q2 · CEO: +8.62021 Q3 · CEO: +18.22021 Q4 · CEO: +7.72022 Q1 · CEO: +3.72022 Q2 · CEO: +3.42022 Q3 · CEO: +6.82022 Q4 · CEO: +25.42023 Q3 · CEO: +8.42023 Q4 · CEO: +20.52024 Q1 · CEO: +17.82024 Q2 · CEO: +17.12024 Q3 · CEO: +25.52024 Q4 · CEO: +16.02012 Q1 · CFO: +12.42012 Q2 · CFO: +6.72012 Q3 · CFO: +4.02012 Q4 · CFO: +10.22013 Q1 · CFO: -0.92013 Q2 · CFO: +10.22013 Q3 · CFO: +4.82013 Q4 · CFO: +9.92014 Q1 · CFO: +4.22014 Q2 · CFO: +9.32014 Q3 · CFO: -1.62014 Q4 · CFO: +17.92015 Q1 · CFO: +5.22015 Q2 · CFO: +20.12015 Q3 · CFO: +10.62015 Q4 · CFO: +26.12016 Q1 · CFO: +26.82016 Q2 · CFO: +6.02016 Q3 · CFO: +14.72016 Q4 · CFO: +15.22017 Q1 · CFO: +25.42017 Q3 · CFO: +28.22017 Q4 · CFO: +20.32018 Q1 · CFO: +15.32018 Q2 · CFO: +17.72018 Q3 · CFO: +13.92018 Q4 · CFO: +17.62019 Q1 · CFO: +27.52019 Q2 · CFO: +24.32019 Q3 · CFO: +10.92019 Q4 · CFO: +25.22020 Q1 · CFO: +11.52020 Q2 · CFO: +9.92020 Q3 · CFO: +12.92020 Q4 · CFO: +8.32021 Q1 · CFO: +23.22021 Q2 · CFO: +15.62021 Q3 · CFO: +7.62021 Q4 · CFO: +14.52022 Q1 · CFO: +13.92022 Q2 · CFO: +25.62022 Q3 · CFO: +1.92022 Q4 · CFO: +8.42023 Q3 · CFO: +20.32023 Q4 · CFO: +16.22024 Q1 · CFO: +19.22024 Q2 · CFO: +9.12024 Q3 · CFO: +16.92024 Q4 · CFO: +14.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-48-24+0+24+482012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q42012 Q1 · Prepared remarks: +22.32012 Q2 · Prepared remarks: +39.72012 Q3 · Prepared remarks: +9.12012 Q4 · Prepared remarks: +32.82013 Q1 · Prepared remarks: +0.02013 Q2 · Prepared remarks: +19.42013 Q3 · Prepared remarks: -2.92013 Q4 · Prepared remarks: +24.02014 Q1 · Prepared remarks: +10.32014 Q2 · Prepared remarks: +9.92014 Q3 · Prepared remarks: +5.92014 Q4 · Prepared remarks: +33.22015 Q1 · Prepared remarks: +33.82015 Q2 · Prepared remarks: +41.22015 Q3 · Prepared remarks: +39.52015 Q4 · Prepared remarks: +15.02016 Q1 · Prepared remarks: +15.32016 Q2 · Prepared remarks: +27.62016 Q3 · Prepared remarks: +19.02016 Q4 · Prepared remarks: +14.12017 Q1 · Prepared remarks: +21.42017 Q2 · Prepared remarks: +31.22017 Q3 · Prepared remarks: +20.02017 Q4 · Prepared remarks: +27.42018 Q1 · Prepared remarks: +23.02018 Q2 · Prepared remarks: +3.92018 Q3 · Prepared remarks: +9.62018 Q4 · Prepared remarks: +33.82019 Q1 · Prepared remarks: +42.02019 Q2 · Prepared remarks: +23.02019 Q3 · Prepared remarks: +21.42019 Q4 · Prepared remarks: +29.82020 Q1 · Prepared remarks: +9.02020 Q2 · Prepared remarks: +18.62020 Q3 · Prepared remarks: +31.12020 Q4 · Prepared remarks: +7.62021 Q1 · Prepared remarks: +28.52021 Q2 · Prepared remarks: +15.32021 Q3 · Prepared remarks: +13.72021 Q4 · Prepared remarks: +21.52022 Q1 · Prepared remarks: +37.02022 Q2 · Prepared remarks: +34.62022 Q3 · Prepared remarks: +15.72022 Q4 · Prepared remarks: +25.42023 Q3 · Prepared remarks: +24.22023 Q4 · Prepared remarks: +23.62024 Q1 · Prepared remarks: +20.02024 Q2 · Prepared remarks: +22.42024 Q3 · Prepared remarks: +23.32024 Q4 · Prepared remarks: +19.42012 Q1 · Q&A responses: +9.42012 Q2 · Q&A responses: +8.02012 Q3 · Q&A responses: +4.22012 Q4 · Q&A responses: +9.82013 Q1 · Q&A responses: +9.42013 Q2 · Q&A responses: +6.02013 Q3 · Q&A responses: +5.32013 Q4 · Q&A responses: +2.42014 Q1 · Q&A responses: +4.62014 Q2 · Q&A responses: +4.32014 Q3 · Q&A responses: +4.22014 Q4 · Q&A responses: +12.32015 Q1 · Q&A responses: +15.42015 Q2 · Q&A responses: +19.22015 Q3 · Q&A responses: +11.62015 Q4 · Q&A responses: +13.52016 Q1 · Q&A responses: +21.02016 Q2 · Q&A responses: +12.62016 Q3 · Q&A responses: +12.52016 Q4 · Q&A responses: +22.72017 Q1 · Q&A responses: +16.82017 Q2 · Q&A responses: +23.12017 Q3 · Q&A responses: +20.12017 Q4 · Q&A responses: +19.62018 Q1 · Q&A responses: +15.32018 Q2 · Q&A responses: +20.22018 Q3 · Q&A responses: +17.42018 Q4 · Q&A responses: +15.52019 Q1 · Q&A responses: +19.22019 Q2 · Q&A responses: +15.72019 Q3 · Q&A responses: +16.12019 Q4 · Q&A responses: +23.22020 Q1 · Q&A responses: +14.52020 Q2 · Q&A responses: +18.42020 Q3 · Q&A responses: +23.22020 Q4 · Q&A responses: +9.82021 Q1 · Q&A responses: +11.32021 Q2 · Q&A responses: +12.62021 Q3 · Q&A responses: +18.52021 Q4 · Q&A responses: +11.22022 Q1 · Q&A responses: +9.12022 Q2 · Q&A responses: +13.22022 Q3 · Q&A responses: +2.82022 Q4 · Q&A responses: +14.12023 Q3 · Q&A responses: +7.42023 Q4 · Q&A responses: +16.42024 Q1 · Q&A responses: +14.92024 Q2 · Q&A responses: +7.52024 Q3 · Q&A responses: +19.02024 Q4 · Q&A responses: +8.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.93$7.97$13.022012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q42014 Q1: $3.632014 Q2: $3.742014 Q3: $3.852014 Q4: $3.962015 Q1: $4.042015 Q2: $4.202015 Q3: $4.342015 Q4: $4.442016 Q1: $4.662016 Q2: $4.862016 Q3: $4.772016 Q4: $4.682017 Q1: $4.642017 Q2: $4.702017 Q3: $4.812017 Q4: $4.962018 Q1: $5.922018 Q2: $6.322018 Q3: $6.522018 Q4: $6.612019 Q1: $6.682019 Q2: $6.772019 Q3: $7.112019 Q4: $7.362020 Q1: $7.582020 Q2: $8.772020 Q3: $9.902020 Q4: $10.112021 Q1: $10.022021 Q2: $10.612021 Q3: $10.922021 Q4: $11.142022 Q1: $11.402022 Q2: $11.942022 Q3: $12.322022 Q4: $12.232023 Q3: $8.272023 Q4: $7.542024 Q1: $7.602024 Q2: $7.602024 Q3: $6.20

Forward P/E

13.3718.0222.682012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q42014 Q1: 15.952014 Q2: 16.432014 Q3: 16.532014 Q4: 17.942015 Q1: 18.652015 Q2: 18.512015 Q3: 16.372015 Q4: 16.172016 Q1: 18.162016 Q2: 18.612016 Q3: 14.982016 Q4: 16.202017 Q1: 15.682017 Q2: 16.102017 Q3: 16.172017 Q4: 18.492018 Q1: 15.082018 Q2: 15.312018 Q3: 16.772018 Q4: 15.602019 Q1: 18.062019 Q2: 20.422019 Q3: 22.042019 Q4: 21.112020 Q1: 19.632020 Q2: 21.632020 Q3: 20.482020 Q4: 20.882021 Q1: 18.712021 Q2: 19.912021 Q3: 19.872021 Q4: 20.292022 Q1: 18.642022 Q2: 19.462022 Q3: 19.562022 Q4: 20.232023 Q3: 14.502023 Q4: 17.302024 Q1: 20.802024 Q2: 16.652024 Q3: 14.01

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↓ -4.3 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -6.4 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↑ +5.3 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -2.8 fwd EPS ↑ +0.96 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.5 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -9.9 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -13.4 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↑ +7.5 fwd EPS ↓ -1.40 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2024 Q42025-03-13+12.9——View →
2024 Q32024-12-05+17.4$6.2014.0View →
2024 Q22024-08-29+9.9$7.6016.6View →
2024 Q12024-05-30+13.9$7.6020.8View →
2023 Q42024-03-14+8.4$7.5417.3View →
2023 Q32023-12-07+6.5$8.2714.5View →
2022 Q42023-03-16+7.0$12.2320.2View →
2022 Q32022-12-01+0.0$12.3219.6View →