Dollar General Corporation
DGHIGH VELOCITYFILING INTENSITYDollar General Corporation reads as an High Velocity (composite 62/100); Selective Buyer deploying $0 across 0 disclosed transactions, running flat vs the prior cycle · primary market Consumer Products.
Lens
Disclosed M&A capital (2023–2025)
N/A
vs N/A in 2020–2022
Disclosed transactions
N/A
0/3 active fiscal years in window
Buyer archetype
Selective Buyer
Acquisition use is visible but targeted.
Composite score
62
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $6.7B disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- 420 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 1 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 1 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 1 activism filings
- Latest activism 19y ago; heavily discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 10-Q 187d stale
- 1 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 non-reliance 8-K
- 2 NT late filings
- Latest event 21y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 420 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $39.5B
- 10-Q 187d ago
- 1 active signals
Capital cadence.
No disclosed M&A capital in the 10-year window.
This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“Competition for customers has intensified as competitors have moved into, or increased their presence in, our geographic and product markets and increased the availability of mobile, web-based and other digital technology to facilitate a more convenient and competitive customer online and in-store shopping experience.”
“We remain vulnerable to the marketing power and high level of consumer recognition of larger competitors and to the risk that these competitors or others could venture into our industry in a significant way, including through the introduction of new store formats.”
“FASB Interpretation No. 46, “Consolidation of Variable Interest Entities” (“FIN 46”), expands upon current guidance relating to when a company should include in its financial statements the assets, liabilities and activities of a Variable Interest Entity (“VIE”).”
“Competition has intensified, and is expected to continue to do so, as competitors enter or increase their presence in our geographic and product markets and expand availability of mobile, web-based and other digital technologies.”
“We expect this competition to continue to increase.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Consumer Products
- Market spend (2023–2025)
- $145.2B
- Market spend (2020–2022)
- $102.1B
- Recent vs prior
- +42%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
DG trades at a -0.0-turn discount to the Consumer Products peer median of 12.2×.
- EV / Revenue
- 0.9×
- Net debt / EBITDA
- -0.1×
- Peer median EV / EBITDA
- 12.2×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 15.7× | 2.3× | 2.0× | $164.7B | $24.6B | |
Dollar General CorporationDG | 12.2× | 0.9× | -0.1× | $42.7B | N/A |
| 8.7× | 1.3× | -0.1× | $10B | $5.5B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Consumer Products. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)352026-03-20
- 10-Q (quarterly)982025-12-04
- 8-K (event)4202026-03-24
- Proxy / DEF 14A692026-04-07
- Activism (13D / DFAN / PREC)12007-06-18
Signals on file
- critical
Non-reliance disclosure
2005-03-031 Item 4.02 filing on file; financial-statement non-reliance.
- watch
Late-filing notice
2001-06-182 NT 10-K/10-Q filings on file.
- elevated
Activism on file
2007-06-181 activist filing on file (13D, DFAN14A, PREC14A series).
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.