Dollar Tree delivered strong sales growth and expanded its customer base, while effectively managing its store expansions and partnerships. However, challenges such as tariff pressures and increased operating costs created headwinds. Despite these challenges, the company showed resilience through strategic measures and maintained positive customer engagement.

Company Guidance

During Dollar Tree's Q2 2025 earnings call, the company reported a 12.3% increase in net sales to $4.6 billion, with comparable store sales rising by 6.5%. This growth was driven by a balanced increase in both traffic (3%) and ticket (3.4%), with strong performance in both consumables (6.7% comp growth) and discretionary categories (6.1% comp growth). Additionally, Dollar Tree added 2.4 million new customers over the last 12 months, with nearly 66% coming from households earning $100,000 or more. The company achieved a gross margin increase of 20 basis points to 34.4%, mainly due to lower merchandise and freight costs, despite facing higher tariffs. Adjusted earnings per share (EPS) came in at $0.77, surpassing expectations. Dollar Tree also noted an 11% increase in the number of shoppers visiting three or more times a month, and emphasized the importance of its expanded product assortment, which includes multi-price points, in attracting a broader customer base. The company completed 3,600 3.0 format store conversions and expects to reach approximately 5,000 by year-end. Looking ahead, Dollar Tree anticipates a full-year comparable sales growth of 4% to 6% and adjusted EPS of $5.32 to $5.72.

Strong Sales Growth

Net sales increased 12.3% to $4.6 billion, with comparable store sales growing 6.5%, driven by balanced increases of 3% in traffic and 3.4% in ticket.

Increased Customer Base

Added 2.4 million new customers on a last 12 months basis, with nearly 2/3 of new customers coming from households earning $100,000 or more.

Expansion and Store Conversion

Completed 3,600 store conversions to the 3.0 format, with a target of approximately 5,000 stores by year-end. Opened 254 new stores, including 42 former Party City locations.

Uber Eats Partnership

New partnership with Uber Eats, giving access to 25 million customers, targeting a younger demographic.

Improved Gross Margin

Gross margin increased by 20 basis points to 34.4%, aided by lower merchandise costs and favorable pricing.

Positive Customer Engagement

The number of shoppers visiting three or more times a month increased by 11% in Q2, a sequential improvement from the 9% growth in the previous quarter.

Dollar Tree (DLTR) Earnings, Revenues Date & History

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DLTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2025 (Q3)	1.10 / -	1.12	―	―	―
Sep 04, 2025	2025 (Q2)	0.42 / 0.77	0.67	14.93% (+0.10)
May 03, 2025	2025 (Q1)	1.21 / 1.26	1.43	-11.89% (-0.17)	―	―
Mar 26, 2025	2024 (Q4)	2.20 / 2.11	2.55	-17.25% (-0.44)
Dec 04, 2024	2024 (Q3)	1.07 / 1.12	0.97	15.46% (+0.15)
Sep 04, 2024	2024 (Q2)	1.04 / 0.67	0.91	-26.37% (-0.24)
Jun 05, 2024	2024 (Q1)	1.43 / 1.43	1.47	-2.72% (-0.04)
Mar 13, 2024	2023 (Q4)	2.66 / 2.55	2.04	25.00% (+0.51)
Nov 29, 2023	2023 (Q3)	1.01 / 0.97	1.2	-19.17% (-0.23)
Aug 24, 2023	2023 (Q2)	0.88 / 0.91	1.6	-43.13% (-0.69)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DLTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$102.03	$100.25	-1.74%
Mar 26, 2025	$67.14	$69.21	+3.08%
Dec 04, 2024	$72.48	$73.83	+1.86%
Sep 04, 2024	$81.65	$63.56	-22.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.