Companies /Consumer Defensive

Dollar Tree Inc

NASDAQ: DLTR Discount Stores
$131.42
▲ $0.38 (+0.29%) today
Markets closed · 7:11pm ET

Q4 2026 Earnings

Reported Mar 16, 2026, 6:30am ET · SEC source
$2.56
Beat +1.13%
EPS · est. $2.53
$5.5B
Miss −0.26%
Revenue · est. $5.5B
−17.5%
Trailing market
DLTR vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+4%+8%+12%Mar 16Mar 17report 6:30am ETearnings+0.8%+12.6%
0+4%+8%+12%Mar 16Mar 17earnings+0.8%+12.6%
DLTR +12.6%S&P 500 +0.8%
0+4%+8%+12%Mar 16Mar 17report 6:30am ETearnings+0.9%+12.6%
0+4%+8%+12%Mar 16Mar 17earnings+0.9%+12.6%
DLTR +12.6%NASDAQ +0.9%
0+4%+8%Mar 16Mar 23report 6:30am ETearnings−1.7%+2.8%
0+4%+8%Mar 16Mar 23earnings−1.7%+2.8%
DLTR +2.8%S&P 500 −1.7%
0+4%+8%Mar 16Mar 23report 6:30am ETearnings−1.8%+2.8%
0+4%+8%Mar 16Mar 23earnings−1.8%+2.8%
DLTR +2.8%NASDAQ −1.8%
+6.42%
Day of report
−2.20%
Next session
−5.33%
One week
−12.62%
30 days

S&P 500 over the same 30 days: +4.88%.

Did DLTR Beat Earnings? Q4 2026 Results

Dollar Tree closed out Q4 fiscal 2025 with steady momentum, posting earnings per share of $2.56 and revenue of $5.45 billion, up 9.0% year over year, though fractionally short of the $5.46 billion consensus estimate. The modest revenue miss did little to obscure what was an operationally solid quarter, with comparable store sales rising 5.0%, fueled largely by a 6.3% increase in average ticket as the company's multi-price Dollar Tree 3.0 format gained traction across roughly 5,300 converted locations. Gross margin expanded 150 basis points to 39.1%, driven by improved pricing initiatives and lower freight costs, even as higher tariff expenses created some headwind. With the Family Dollar divestiture now complete, Dollar Tree is a leaner, more focused operator, and management is leaning into that simplicity, guiding fiscal 2026 net sales of $20.50 billion to $20.70 billion with adjusted diluted EPS of $6.50 to $6.90. For investors <a href="https://247wallst.com/investing/2026/02/20/these-3-popular-retailers-could-be-gone-by-christmas/">watching the retail landscape closely</a>, Dollar Tree's 20th consecutive year of positive same-store sales underscores its durability in the value segment.

Key Takeaways
  • 5.0% comparable store net sales growth driven by 6.3% increase in average ticket
  • Gross margin expansion of 150 basis points to 39.1% from pricing initiatives and lower freight costs
  • Dollar Tree 3.0 multi-price format conversion accelerating with approximately 5,300 stores converted
  • 20th consecutive year of positive same-store sales
  • 402 new store openings in fiscal 2025

“Our strong results this quarter show that Dollar Tree remains America's retail destination for value, convenience, and discovery – underscored by our 20th consecutive year of positive same store sales.”

Dollar Tree CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2026, Dollar Tree expects net sales from continuing operations of $20.5 billion to $20.7 billion, based on comparable store sales growth of 3% to 4%, approximately 400 new store openings and 75 closings, and adjusted diluted EPS of $6.50 to $6.90. For Q1 fiscal 2026, the company expects net sales of $4.9 billion to $5.0 billion with 3% to 4% comparable store sales growth and adjusted diluted EPS of $1.45 to $1.60. Quarter-to-date share repurchases are $193 million.

DLTR YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$2.0B$4.0B$5.0B$5.5BRevenue$1.9B$2.1BGross Profit$533.6M$694.7MOperating Income$239.3M$511.7MNet Income
$0$2.0B$4.0BRevenueGross ProfitOperating IncomeNet Income

DLTR Revenue by Segment

Dollar Tree$5.4B+9.0%

Figures from SEC filings and company reports. Not investment advice.