Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of DG revenue | Skew |
|---|---|---|---|
| NTSTNetstreit Corp. | 11.50% | 0.05% | 219× |
| WERNWerner Enterprises Inc | 11.00% | 0.77% | 14× |
| ADCAgree Realty Corp | 4.50% | 0.08% | 59× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Dollar General 28,115 4.5 %”
$32M relationship59× more of ADC’s book than DG’s
basisADC fy2025 · closed 2025-12 $718MDG fy2025 · closed 2026-01 $42.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001558370-25-000803cik 0000917251disclosed by ADC
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”
FILING10-K0000874396-26-000008cik 0000874396disclosed by LCUT
“Our largest customer, Dollar General, accounted for 11% of our total revenues in 2025.”
$327M relationship14× more of WERN’s book than DG’s
basisWERN fy2025 · closed 2025-12 $3.0BDG fy2025 · closed 2026-01 $42.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000793074-26-000071cik 0000793074disclosed by WERN
“We provide offers on a white-label basis to our publishers, including but not limited to, Walmart Inc. (Walmart), Dollar General Corporation (Dollar General), Family Dollar Stores, Inc. (Family Dollar), Maplebear, Inc. (Instacart), and DoorDash, Inc.”
FILING10-K0001628280-26-011838cik 0001538379disclosed by IBTA
“During the year ended December 31, 2024, one tenant, Dollar General, accounted for 11.5 % of total revenues.”
$22M relationship219× more of NTST’s book than DG’s
basisNTST fy2025 · closed 2025-12 $195MDG fy2025 · closed 2026-01 $42.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001798100-25-000039cik 0001798100disclosed by NTST
“TRC's portfolio within TRCC comprises approximately 3.4 million square feet of gross leasable area, which is substantially fully leased to nationally recognized tenants, including IKEA, L'Oréal, and Dollar General.”
FILING10-K0001628280-26-019685cik 0000096869disclosed by TRC
“We have established relationships as a supplier to many large customers in the transportation industry for our dry and refrigerated van products, platform trailers, and tank trailers, including the following: ▪ Truckload Carriers: Crete Carrier Corp.; J.B. Hunt Transport, Inc.; Werner Enterprises, Inc.; Southland Transportation Company; and Knight/Swift Transportation Holdings, Inc.; and Schneider National, Inc. ▪ Less-Than-Truckload Carriers: Saia, Inc.; FedEx Freight, Inc; Old Dominion Freight Lines, Inc.; and R&L Carriers, Inc. ▪ Leasing Companies: Fleetco, Inc.; Penske Truck Leasing Co., L.P.; Ryder System, Inc.; XTRA, LLC; Brody Transportation Company, Inc.; and Premier Trailer Leasing. ▪ Private Fleets: Dollar General Corporation; and PepsiCo, Inc. ▪ Liquid Carriers: Semo Tank/Baker Equipment Co.; Dana Liquid Transport Corporation; Stuart Tank Sales Corporation; The Jack Olsta Co.; and Hills Stainless Tank Inc.”
FILING10-K0000879526-26-000036cik 0000879526disclosed by WNC
“During 2025, Alpha Modus entered into an agreement with Dollar General relating to the deployment and evaluation of certain”
FILING10-K0001493152-26-014230cik 0001862463disclosed by AMOD
“Our largest tenants are the General Service Administration, Dollar General, and the City of San Antonio, who collectively contributed approximately 39% of our portfolio's annualized base rent as of December 31, 2025.”
FILING10-K0001193125-26-135022cik 0001651721disclosed by GIPR
Watchlist prices, news filtered to it, and its next report on your desk.
Dollar General Corp has 9 disclosed suppliers and 0 disclosed customers. Each one is named in an SEC filing, either Dollar General Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a customer of Dollar General Corp. Customers appear here when Dollar General Corp names them, or when a company names Dollar General Corp as a supplier in its own annual report.
Prev close 124.76 · gapped above the open, then crossed back over prior close. High/low 128.83 at 7:45 am ET, 124.74 at 3:45 pm ET.
Dollar General Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Variety Stores
DG (Dollar General Corp) has 9 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: AMOD −8.72%, in financials.