After years of elevated shrink and damage that compressed margins, DG's operational turnaround is translating to measurable gross margin recovery, demonstrating that the low-cost operator model can still generate expanding profitability when execution improves
the thesis · admitted · the reason above is the thesis, not printed twice
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfive sentences · whole, uncut
the claims it rests on · in our words, not the filing’s
Inventory shrink has significantly improved from elevated levels in recent years, and although damages remain elevated, we made progress reducing damages in the second quarter of 2026