earnings
confidence high
sentiment positive
materiality 0.80
Dollar Tree Q2 EPS $2.70 (+260%), comps +3.7%; raises FY26 adjusted EPS outlook to $7.70-$8.05
DOLLAR TREE, INC.
- Q2 net sales $4.9B, up 7.0% YoY; comp store sales +3.7% on top of +6.5% last year.
- Diluted EPS $2.70 (+260%), including $1.31 net benefit from tariff refunds; operating income $690M, up 198.7%.
- Raises FY2026 adjusted EPS outlook to $7.70-$8.05, including ~$0.60 tariff refund benefit; Q3 guide $0.80-$0.95.
- Returned $605M to shareholders via buybacks in Q2; opened 75 stores, ended with 9,436 stores.
- Converted/added ~710 stores to multi-price format, ending quarter with ~6,600 multi-price stores.