Why Dollar Tree (DLTR) Stock Is Falling on a Strong Earnings Day
TLDR
- Dollar Tree posted Q2 adjusted EPS of $2.70, crushing the $1.11 analyst estimate
- Q2 revenue hit $4.89 billion, up 7% year-over-year, beating the $4.86 billion estimate
- Comparable store sales rose 3.7%, helped by a 3.3% increase in average ticket
- Q3 EPS guidance of $0.80-$0.95 came in well below the $1.39 analyst consensus
- Full-year adjusted EPS outlook raised to $7.70-$8.05, topping the $7.04 consensus
Dollar Tree (DLTR) stock dropped around 3% in premarket trading on Thursday despite the discount retailer posting a strong second quarter. Investors were not impressed with what came next.
The company reported Q2 adjusted EPS of $2.70, well above the analyst consensus of $1.11. Revenue came in at $4.89 billion, a 7% increase year-over-year and ahead of the $4.86 billion estimate.
Comparable store net sales rose 3.7% in the quarter. That was driven by a 3.3% increase in average ticket size and a 0.4% uptick in traffic.
DOLLAR TREE $DLTR Q2โ26 EARNINGS HIGHLIGHTS
๐น Revenue: $4.9B (Est. $4.86B) ๐ข; +7% YoY
๐น Adj. EPS: $2.70; incl. $1.31 tariff refunds
๐น Comp Store Net Sales: +3.7%
๐น Oper Margin: 14.1%; +900 bps (650 bps refunds)โฆ Continue reading the full article at the original source below.

