Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Rationale That Repeats.

Three patterns show up across Dollar General's deal book — what the team buys, how it pays, and how it integrates. The patterns are the throughline; the deals below are the evidence.

01
Pattern 1
Pattern 1
41 Former Walmart Express Store Locations322 Dollar Express Store Locations (former Family Dollar stores)
02
Pattern 2
Pattern 2
41 Former Walmart Express Store Locations322 Dollar Express Store Locations (former Family Dollar stores)
03
Pattern 3
Pattern 3
41 Former Walmart Express Store Locations322 Dollar Express Store Locations (former Family Dollar stores)

The Full Deal Book

2 acquisitions. Each entry carries the deal value, financing structure, target revenue, executive commentary, and the original SEC filing — the evidence behind the patterns above.

01 41 Former Walmart Express Store Locations · United States — 11 states, primarily rural markets Not disclosed
Announced Jul 2016 Closed Jul 2016
Larger-format rural store real estatefueling stations

In July 2016 Dollar General purchased 41 former Walmart Express store locations spread across 11 states after Walmart wound down its small-format Express pilot. Most of the sites sit in rural markets near existing Dollar General stores, and the company planned to relocate roughly 40 of its current stores into the larger-format buildings and to run fueling stations at 37 of them. The acquired sites were slated for conversion to the Dollar General banner, with expanded offerings such as fresh meat and produce. Terms of the transaction were not disclosed.

Dollar General is excited to add these locations to our existing store base. We look forward to the opportunity to better serve our customers in these communities by continuing to provide the convenience and value they expect from Dollar General.Todd Vasos — Chief Executive Officer, Dollar General
02 322 Dollar Express Store Locations (former Family Dollar stores) · United States — 36 states Not disclosed
Closed Jun 2017
Incremental small-box store real estate and leases across 36 states

In June 2017 Dollar General completed the acquisition of 322 store locations across 36 states from a small-box, multi-price-point retailer — the former Dollar Express stores, which had operated ex-Family Dollar sites divested during the Dollar Tree/Family Dollar merger. The Federal Trade Commission cleared the transaction in April 2017. Dollar General treated most of the sites as incremental to its planned 2017 new-store openings and aimed to convert them to the Dollar General banner by the end of November 2017. The company recorded charges related to the deal, primarily lease-termination costs.

These figures assume the closing of the pending acquisition of 322 store locations in 36 states from a small-box multi-price point retailer, most of which are expected to be incremental to 2017 new store openings. The transaction, which was approved by the Federal Trade Commission in April 2017, is expected to close during June 2017 subject to customary closing conditions.Dollar General — Q1 FY2017 Form 10-Q (Executive Overview)

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