The low-cost retailer beats consensus earnings forecasts and lifts its fiscal-year outlook.
DLTR's Q3 results are likely to face tariff and SG&A pressures, even as multi-price growth, strong traffic and new initiatives aim to support revenues.
Evaluate the expected performance of Dollar Tree (DLTR) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Dollar Tree, Inc. (NASDAQ:DLTR ) Analyst/Investor Day October 15, 2025 12:30 PM EDT Company Participants Robert LaFleur - Senior Vice President of Investor Relations Michael Creedon - CEO & Director Brent Beebe - Senior Vice President of Merchandising & Marketing Jocelyn Konrad - Chief of Dollar Tree Stores & Enterprise Store Operations Roxanne Weng - Chief Supply Chain Officer Stewart Glendinning - Chief Financial Officer Conference Call Participants Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Michael Lasser - UBS Investment Bank, Research Division Kevin Nichols Matthew Boss - JPMorgan Chase & Co, Research Division Zhihan Ma - Sanford C. Bernstein & Co., LLC.
Dollar Tree, Inc.'s recent -10% drop is justified due to weak earnings and revenue growth, not a buying opportunity. Long-term earnings growth has stalled, with real earnings growth negative after inflation, and recent EPS inflated by buybacks. The company no longer demonstrates the ability to outpace inflation, a key trait I require for high-quality, long-term investments.
Despite crushing Q2 earnings expectations, Dollar Tree (DLTR) stock dipped 8% on Wednesday but is still up more than +35% year to date.
Dollar Tree, Inc. delivered a strong beat-and-raise quarter, with 12.3% sales growth and a 6.5% same-store sales surge, despite macro headwinds. The divestiture of Family Dollar allows renewed focus on the core Dollar Tree brand, improving operational efficiency and future growth prospects. Management raised full-year revenue and EPS guidance, supported by robust share repurchases and strategic pricing initiatives above $1.25.
DLTR tops Q2 earnings and sales estimates with 6.5% comps growth, but a weak EPS outlook pressures shares.
It forecast current-quarter profit of 57 cents – missing Wall Street expectations of $1.33, according to LSEG data.
Dollar Tree, Inc. (NASDAQ:DLTR ) Q2 2025 Earnings Call September 3, 2025 8:00 AM EDT Company Participants Robert LaFleur - Senior Vice President of Investor Relations Michael Creedon - CEO & Director Stewart Glendinning - Chief Financial Officer Conference Call Participants Michael Lasser - UBS Investment Bank, Research Division Paul Lejuez - Citigroup Inc., Research Division Edward Kelly - Wells Fargo Securities, LLC, Research Division Uriel Zachary Abraham - Morgan Stanley, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division Charles Grom - Gordon Haskett Research Advisors Rupesh Parikh - Oppenheimer & Co. Inc., Research Division John Heinbockel - Guggenheim Securities, LLC, Research Division Seth Sigman - Barclays Bank PLC, Research Division Scot Ciccarelli - Truist Securities, Inc., Research Division Zhihan Ma - Sanford C. Bernstein & Co., LLC.
Dollar Tree, Inc. (NASDAQ:DLTR) shares slid about 8% in early Wednesday trading as the discount retailer warned that tariff-related costs would impact earnings in its current quarter even as its second-quarter 2025 financial results topped analyst expectations. Dollar Tree reported 2Q revenue of $4.57 billion that surpassed the $4.45 billion Zacks consensus forecast.
Dollar Tree reports fiscal second-quarter earnings and revenue that top consensus estimates.