Discount Stores Industry — Tellvest

Discount Stores

Earnings sentiment for Discount Stores — aggregated from 5 earnings calls in the Consumer Defensive sector

7.0out of 10Positive

Aggregated from 5 earnings calls

Industry Sentiment Index

Positive sentiment across Discount Stores

A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).

Sentiment Index

7/10+0.2

vs prior Q (same-company basis)

current panel (5 companies)

Companies analyzed

Biggest shifts this quarter

vs Q4 '25 · 5 cos in both

Trade & TariffsDeteriorating

+2cos

0 → 2

Macro Signal Heatmap

Signals mentioned across earnings calls

Improving Stable Mixed Deteriorating

Sort by:

Signal	Companies	Direction breakdown
Consumer Demand	5	113
Trade & Tariffs	5	122
Inflation	3	111

Top Themes

Companies

5 in Discount Stores

Company	Sector	Sentiment	Quarter
DLTR Dollar Tree	Consumer Defensive	9/10	Q1 2026
DG Dollar General	Consumer Defensive	8/10	Q1 2026
COST Costco Wholesale Corporation	Consumer Defensive	7/10	Q1 2026
WMT Walmart Inc.	Consumer Defensive	6/10	Q1 2026
TGT Target Corporation	Consumer Defensive	5/10	Q1 2026