Dollar General (DG): FY24 Q4 earnings call, Mar 13, 2025

On its Mar 13, 2025 earnings call (FY24 Q4), Dollar General said 6 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 6 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Digital Yes77✓78%transcripts from the transcript model–
Expansion Yes56✓83%transcripts from the transcript model–
Inflation Yes55✓77%transcripts from the transcript model–
Tariff Yes55✓14%transcripts from the transcript model–
Same-store sales / Same store sales Yes44✓83%transcripts from the transcript model–
Supply Chain Yes11✓92%transcripts from the transcript model–
Consumer Spending No00✓20%transcripts from the transcript model–
Egg No00✓18%transcripts from the transcript model–
Recession No00✓18%transcripts from the transcript model–
Consumer Confidence No00✓14%transcripts from the transcript model–
Private Label No00✓14%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Inflation”; 5 quoted, at least 25 words apart.

Todd Vasoscompanyprepared

…over the last year as they have been negatively impacted by ongoing inflation. Many of our customers report that only have enough money for basic…

Kelly Diltscompanyprepared

…operating expenses. This pressure includes an ongoing headwind from retail wage rate inflation, which we expect to continue between 3.5% and 4%. In addition, we…

Kelly Diltscompanyprepared

…depreciation and amortization primarily as a result of higher capital spending and inflation in building materials in prior years. While we do not anticipate providing…

Todd Vasoscompanyqa

…where she's getting her sea legs, if you will, on the additional inflation that's been very sticky out there. And she's starting to understand her…

Kelly Diltscompanyqa

…a little bit. We are expecting for the full year wage rate inflation of between 3.5% and 4%. And then that normalized short-term and long-term…

Where the listed words were said

Todd Vasoscompany“Digital” · prepared

…enhanced in-store experience, new and expanded categories, and a new loyalty and digital experience. As an example of these efforts, we recently implemented a new…

Todd Vasoscompany“Expansion” · prepared

…he will serve the company well in his new role, focused on expansion of the Dollar General footprint, process improvement and leadership of our corporate…

Todd Vasoscompany“Tariff” · prepared

…relative to competitors and other classes of trade. With regards to current tariffs that have been announced on products that we sell, we believe we…

Todd Vasoscompany“Same-store sales / Same store sales” · prepared

…consumable product sales and also grew market share in non-consumable product sales. Same-store sales increased 1.2% during the quarter and was driven entirely by growth…

Kelly Diltscompany“Supply Chain” · qa

…optimization. I'm sure you'll hear a little bit more about that today, supply chain efficiencies as well as just our approach to the Save to…

Agents: this page as TSV at /api/v1/appearances/dollar-general:2025-03-13:earnings_call · words: /api/v1/brief?appearance=dollar-general:2025-03-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP