Dollar General reported Q3 earnings of $1.28 per share against estimates of $0.94, a $0.34 surprise marking its fourth consecutive quarterly beat. Revenue of $10.65 billion edged past the $10.60 billion consensus despite 4.6% year-over-year growth. Gross margin climbed 110 basis points to 29.9% from higher inventory markups and lower shrink. Operating income jumped 31.5% to $425.9 million. CEO Todd Vasos announced 4,885 real estate projects planned for fiscal 2026. Same-store sales rose 2.5%, driven by pricing power and a shift toward higher-margin categories.
CAVA reported Q3 2025 earnings after the close on Tuesday, delivering results that largely matched expectations but fell short on profitability. The stock closed at $49.12, down sharply from its 52-week high of $172.43. Revenue came in at $292.24M versus the $291.95M estimate, while EPS missed at $0.12 against a $0.13 consensus. The miss marked a departure from CAVA's recent track record of beating estimates in five of the last six quarters.