Dollar General: An Unexpected Winner Amidst Tariff Drama... At Least For Now

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TariffsFeb. 22, 2026 9:05 AM ETDollar General Corporation (DG) StockWMT, DLTR, FIVEDaniel JonesInvesting Group LeaderCommentsSummaryDollar General remains a 'buy' despite tariff uncertainty, supported by strong fundamentals and attractive relative valuation.DG's limited import exposure provides a comparative advantage over peers, though permanent tariff removal could slightly erode this edge.Operational improvements, notably reduced shrinkage and cost of goods sold, have driven significant gains in profitability and cash flow.Management's upwardly revised 2025 guidance and ongoing strategic investments reinforce confidence in DG's resilience and growth trajectory.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate.