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Cost concerns have long challenged e-grocery, and addressing the issue is becoming more urgent as consumer price sensitivity rises, executives of the companies said.

Walmart, Target and Dollar General are scaling retail media through ads, customer data, e-commerce and stores, each taking a distinct path to growth.

Investing.com -- HSBC upgraded Dollar General (NYSE: DG) to Buy from Hold on Thursday, saying the discount retailer's turnaround is firmly underway and its shares look too cheap.

Instacart (NasdaqGS:CART), operated by Maplebear, announced an expanded relationship with Dollar General to provide same-day delivery from thousands of stores across the United States. The business is adding Gopuff inventory into the Instacart Marketplace, giving customers access to rapid delivery convenience items through Instacart’s app and website. Gopuff’s arrival on the platform also feeds into Instacart’s retail media offering, increasing available ad inventory for brands targeting...

The partnership expands Instacart’s reach into Dollar General’s everyday retail business, adding a large new store network to its same-day delivery platform.

Oil at the pump above $4 and mortgage rates near 7% are squeezing budgets, yet value-focused retailers sit right in the crosshairs of that stress. When shoppers trade down to stretch each paycheck, some discount stocks could gain new attention while others struggle to protect profitability. This article explains the broader environment and then examines three U.S. value-focused retailers that appear especially exposed to the current war, inflation, and interest rate backdrop. The stocks...

Costco enters Q4 earnings with strong sales, membership and digital momentum, while margin pressure and a premium valuation keep investors cautious.

Dollar General scales its DG Media Network across digital and in-store channels as it targets ad growth and gross margin improvement.

Target's Roundel ad business grows nearly 20% in fiscal Q2 2026, boosting higher-margin non-merchandise revenues and supporting margin performance.

Value and convenience are still top of mind for inflation-weary shoppers, writes a Bernstein analyst.

Dollar Tree raises its fiscal 2026 adjusted EPS outlook after stronger Q2 execution and tariff refunds, while reinvesting heavily in pricing and stores.

Dollar General's Renovate and Elevate remodels target stronger mature-store productivity, with annualized comp-sales lifts of about 6% and 3%.

Target expects the fiscal 2026 underlying operating margin to top 2025 by about 50 basis points as gross margin improves despite higher SG&A costs.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at non-discretionary retail stocks, starting with Dollar General (NYSE:DG).

Attain CEO Brian Mandelbaum discusses how data from Dollar General (DG) and Target (TGT) illustrate the split forming between US consumer incomes and their spending abilities.

In September 2026, Dollar General introduced the exclusive Simply for You by Hallmark Holiday 2026 Collection, offering more than 30 festive décor, entertaining essentials and gift items priced between US$1 and US$15, with over 70% under US$5, across about 19,500 stores in 48 states. This collaboration with Hallmark underscores Dollar General’s push to attract value-conscious holiday shoppers with curated, low-cost seasonal assortments that could complement its broader value proposition. Now...

DG vs. ROST: Which Stock Is the Better Value Option?

"Having 2,000 items at or below $1 is very meaningful for the consumer, always has, but especially in this environment."

The retailer is seeing a shift it can’t afford to ignore

Ross Stores and Target are drawing shoppers from rivals as consumers hunt for value. New traffic data show which discounters are gaining ground.

Five Below raised its fiscal 2026 outlook after a Q2 beat, as stronger traffic, margins and product newness lifted its earnings trajectory.

Dollar General (NYSE:DG) executives said the retailer expects its core customers to remain under pressure through the second half of 2026, while the company continues to pursue margin recovery, delivery expansion and value-focused merchandising initiatives. Chief Executive Officer Todd Vasos said s

Dollar General has delivered mixed share performance over different time frames, and the swings raise a straightforward question for anyone looking at the ticker today. Is the current price really in line with what the retailer's cash flows can support over the longer run? Over the past 5 years, the stock has declined 38.2%, which puts the spotlight firmly on whether the cash that Dollar General can generate still lines up with where the market values it today. Recent profit growth and plans...

Dollar General (DG) drew fresh attention after its better than expected Q2 2026 earnings, which analysts cited as a key driver behind a 2.5% share price move on August 27. Recent trading paints a mixed picture for Dollar General. The 1 month share price return of 4.78% and 90 day gain of 13.56% suggest momentum has been building again, even though the year to date share price return is down 5.59% and the 5 year total shareholder return is down 36.66%. Spot fresh momentum in Dollar General,...

Mixue sells 45-cent ice cream cones out of 47,000 stores. The blueprint came from watching how Dollar General beat Walmart.

Over seven decades, the American discount chain built a 21,000-store juggernaut on a simple formula: Go where Walmart won’t, keep stores bare-bones and sell cheap staples to people stretching their paychecks. Halfway across the world, the Zhang brothers independently saw the same opportunity in China’s unglamorous interior. Today, Mixue is the world’s biggest food-and-beverage chain, with more than 47,000 locations last year, according to research firm Technomic, and the company has added thousands more this year.

Target's stores fulfill 97.6% of merchandise sales in Q2 fiscal 2026 as digital sales and same-day delivery grow, reinforcing its omnichannel model.

Dollar General has rallied other consumer defensive stocks, and analysts remain moderately optimistic about the stock’s outlook.

As continuous inflation squeezes household budgets, the discount retail sector should potentially benefit across the board, with middle- and lower-income consumers looking for value driving foot traffic into value chains. That’s roughly what happened in the second-quarter reports from Dollar General Corporation (NYSE:DG) and Dollar Tree, Inc. (NASDAQ:DLTR), both of which were released in late […]

UBER's Wakefern deal adds 375-plus supermarkets to Uber Eats, expanding grocery delivery options as demand for everyday essentials grows.