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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Dollar Tree (DLTR) is 8/10.
Dollar Tree opened fiscal 2026 with accelerating execution: continuing-operations net sales rose 7.2% to $5 billion on a 3.5% comparable-sales gain led by a 4.5% increase in average ticket, even as traffic slipped 1% against an earlier Easter calendar. Margins drove the story, with gross margin expanding 120 basis points on lower shrink, freight favorability and higher merchandise margin, lifting adjusted operating income 22% and adjusted EPS 38% to $1.74, above the high end of guidance (GAAP diluted EPS was $1.76, with the prior-year base inflated by non-recurring items). Multi-price expansion continued to broaden the assortment into everyday categories, where consumables comped 3.2% and discretionary 3.9%. Management raised its full-year adjusted EPS outlook to $6.70 to $7.10 while holding the net sales and comp ranges, choosing to bank the first-quarter upside against higher second-half fuel costs tied to the Middle East conflict and continued tariff uncertainty.
Scored from Dollar Tree’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.00B | +0.7% | $-17.17 | -118.7% | 37.7% | 10.7% | -73.9% | $1.18B |
| FY2025 Q1 | $4.64B | +11.3% | $1.61 | +16.7% | 35.6% | 8.3% | 7.4% | $234M |
| FY2025 Q2 | $4.57B | -38.1% | $0.91 | +46.8% | 34.4% | 4.9% | 4.1% | $380M |
| FY2025 Q3 | $4.75B | -37.2% | $1.20 | +11.1% | 35.9% | 6.7% | 5.1% | $-183M |
| FY2025 Q4 | $5.45B | +9.0% | $2.53 | +114.7% | 39.2% | 12.3% | 9.3% | $970M |
| FY2026 Q1 | $4.98B | +7.2% | $1.76 | +9.3% | 36.9% | 9.5% | 7.0% | $391M |
| FY2026 Q2 | $4.89B | +7.0% | $2.70 | +196.7% | 42.9% | 14.1% | 10.5% | $676M |