How Does DOLLAR GENERAL CORP Sit in Its SEC Industry Classification?
DOLLAR GENERAL CORP files under SEC standard industrial classification 5331, Retail-Variety Stores. Among the 8 companies Swoopr covers under SIC 5331, its latest reported revenue of $42.7 billion ranks 4th. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group.
| Measure | DOLLAR GENERAL CORP (FY2026) | Peer reference |
|---|---|---|
| Revenue | $42.7 billion | 4th of 8 |
| Operating margin | 5.2% | 4.9% (median of 3 peers with a quarter to four times its revenue) |
| Revenue growth | +5.2% | +4.7% (median of 3 peers with a quarter to four times its revenue) |
Companies of similar size in the same classification: BJ's Wholesale Club Holdings, Inc. ($21.5 billion), DOLLAR TREE, INC. ($19.4 billion), TARGET CORP ($105 billion), COSTCO WHOLESALE CORP /NEW ($275 billion), FIVE BELOW, INC ($4.8 billion).
A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below.
Where value can be captured
The staples chain typically includes agricultural or chemical inputs, manufacturing, packaging, logistics, distributors and retailers, and the end consumer. Brands can capture value when they sustain preference while managing retailer power and input volatility.
For Dollar General, name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides.
Industry drivers
- Volume: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Pricing: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Product Mix: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Distribution Gains: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Commodity Input Costs: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Brand Investment: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Retailer Inventory: connect this driver to a disclosed KPI and to the financial statement line it influences.
- Innovation: connect this driver to a disclosed KPI and to the financial statement line it influences.
Macro connections
- Food And Commodity Inflation: document the transmission mechanism rather than assuming correlation.
- Consumer Purchasing Power: document the transmission mechanism rather than assuming correlation.
- Foreign Exchange: document the transmission mechanism rather than assuming correlation.
- Population Growth: document the transmission mechanism rather than assuming correlation.
- Retail Traffic: document the transmission mechanism rather than assuming correlation.
- Agricultural Conditions: document the transmission mechanism rather than assuming correlation.
Peer map
A starting peer group from the current S&P 500 classification is Costco, Dollar Tree, Target Corporation, Walmart. Some may be adjacent rather than direct competitors. The latest Dollar General filing and credible industry sources should refine the map.
Questions for the supply-chain map
- Which inputs are scarce, concentrated, regulated, or difficult to substitute?
- Which layer has the highest switching costs?
- Where can capacity expand quickly, and where does it take years?
- Which participants bear inventory, credit, commodity, or utilization risk?
- Is Dollar General's advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration?
- Which dependency could become a bottleneck under stress?
References
The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings.
- S&P Dow Jones Indices: S&P 500
- SEC EDGAR company filings for Dollar General
- SEC submissions JSON for CIK 29534
Source-review rule: Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it.