Dollar Tree sees fiscal 2026 net sales of $20.5 bln to $20.7 bln
Company expects fiscal 2026 adjusted EPS of $7.70 to $8.05 including $0.60 tariff refund benefit
Dollar Tree expects Q3 net sales of $5.0 bln to $5.1 bln and EPS of $0.80 to $0.95
Overview
US discount retailer's Q2 sales rose 7%, slightly beating analyst expectations
Adjusted EPS for Q2 more than doubled and beat analyst expectations
Company repurchased $605 mln in shares during Q2
Result Drivers
Tariff refunds - Co said net impact of tariff refunds contributed 680 basis points to gross margin and $1.31 to diluted EPS
Sales metrics - Comparable store net sales growth driven by 3.3% increase in average ticket and 0.4% increase in traffic
Operational improvements - Margin expansion aided by lower tariff rates, favorable shrink, and occupancy leverage, partially offset by sales mix
Analyst coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 10 "strong buy" or "buy", 15 "hold" and 4 "sell" or "strong sell"
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