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Dollar Tree (DLTR) investor relations material
Dollar Tree Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary3 Sep, 2025
Executive summary
Net sales rose 12.3% year-over-year to $4.6B in Q2 2025, with same-store sales up 6.5% driven by 3.0% higher traffic and 3.4% higher ticket.
Adjusted EPS was $0.77, including a $0.20 positive impact from tariff timing, and diluted EPS from continuing operations was $0.75.
Completed sale of Family Dollar in July 2025 for approximately $1B, monetizing $800M in cash and expecting $425M in tax benefits.
Over $1B in share repurchases completed year-to-date, with authorization replenished to $2.5B.
Opened 106 new stores and converted 585 to multi-price format in Q2.
Financial highlights
Gross profit increased 12.9% to $1.6B; gross margin expanded 20 bps to 34.4%.
Adjusted operating income was $236M, up 7.4% year-over-year; adjusted margin 5.2%.
Free cash flow from continuing operations was $145M for the first half of 2025.
Year-to-date net sales up 11.8% to $9.2B; same-store sales up 5.9%.
$668M cash proceeds from Family Dollar sale; $1B in share repurchases YTD.
Outlook and guidance
Full-year 2025 net sales outlook raised to $19.3–$19.5B, with comparable store sales growth of 4–6%.
Adjusted EPS guidance updated to $5.32–$5.72, reflecting current operations and share repurchases.
Gross margin improvement of ~50 bps forecast, driven by pricing and freight, partially offset by tariffs.
Capital expenditures projected at $1.2B–$1.3B, including 400 new store openings.
Q3 2025 adjusted EPS expected to be similar to Q3 2024 as positive tariff timing impact reverses.
How will Family Dollar sale proceeds be used
SG&A cost trends outlook
How will tariff impact be mitigated
Given pricing actions, what is customer elasticity?
Quantify 2025 one-time items' net 2026 impact
Give examples of faster decision-making post-sale
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Next Dollar Tree earnings date
Investor Day15 Oct, 2025
Next Dollar Tree earnings date
Investor Day15 Oct, 2025
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Frequently asked questions
One Dollar Wonder
Dollar Tree, Inc. is an American chain of retail discount variety stores and is known for its unique business model where almost all items are priced at just one dollar. This is a cornerstone of the business and makes them stand out from the competition on this factor alone, while also catering to consumers who’re mainly looking for a cost-effective shopping experience. Dollar Tree has developed a broad geographical presence across the United States and Canada facilitated by a series of distribution centers strategically located across the two countries.
The Merger with Family Dollar
Family Dollar, established in 1959, and Dollar Tree, founded in 1986, both experienced rapid growth and became well-established as major players in the US discount retail sector. Their paths converged in 2015 when Dollar Tree acquired Family Dollar, creating the largest single-price-point retailer in North America. This strategic consolidation broadened Dollar Tree's reach and customer base, particularly in suburban and rural areas where Family Dollar was already well-established. The merger enhanced the purchasing power of the combined entity, facilitating better deals with suppliers and broadening Dollar Tree’s reach.
The Products
Dollar Tree stores offer an eclectic mix of products, including housewares, seasonal decor, food and snacks, books, health and beauty aids, and more. The offerings are incredibly diverse and can also change with the seasons, with Dollar Tree selling appropriate products to match holidays or, for example, the beginning of school years. Dollar Tree traditionally sells its products at its retail locations but also offers bulk sales through its online store. Some notable competitors include names like Walmart, Target, and Dollar General.
Not Just Retail
Though primarily a retail business, Dollar Tree also caters to small businesses, teachers, and organizations through its Dollar Tree Direct division. This service allows bulk purchases, providing even greater savings for those requiring larger quantities of items. Overall, Dollar Tree has carved a unique niche in the retail sector with its singular focus on providing a broad range of products at a low, flat price point, catering to the needs of cost-conscious consumers while offering them a convenient and value-filled shopping experience.
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