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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's sales and traffic gains support its rebound, but tariff-refund benefits and rising costs leave margin durability in focus.

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

Dollar Tree's stronger sales, traffic and earnings lift its outlook, but tariff volatility and reinvestment keep margins in focus.

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.

ROST, DLTR and DG are backed by value-focused strategies, improving estimates and store initiatives that could support growth.

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...

A six-figure paycheck no longer means what the retailer assumed

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

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

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

The sale of 5,578 shares appears to be a routine transaction.

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's stronger traffic, margins and fiscal 2026 earnings outlook bolster growth, but a premium valuation and cost risks raise the execution bar.

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

Five Below's 26.9% three-month rally is backed by traffic-led comps, margin gains and a raised fiscal 2026 outlook, but valuation raises execution risk.

Target's 34.4% six-month rally is backed by stronger traffic, digital momentum and higher-margin growth, but its valuation now tops its one-year median.