- Q2 sales increased 7.0% to $4.98 billion, while comparable-store sales rose 3.7% on higher average ticket and traffic.
- Tariff refunds improved gross margin by 680 basis points and contributed about $0.60 to the EPS outlook.
- Dollar Tree issued a soft current-quarter outlook as it reinvests tariff refunds into the business.
- FY26 EPS guidance of $7.70 to $8.05 exceeds the cited $7.07 consensus estimate, partly because of tariff refund benefits.
Quotes
“Dollar Tree raised its full-year adjusted earnings outlook to account for tariff refunds.”
“Comparable store sales were up 3.7% during the quarter.”