Workflow
Dollar Tree(DLTR)
icon
Search documents
Dollar Tree Beats, Raises, Yet Falls - Shares Attractively Valued
Seeking Alpha· 2025-09-03 18:43
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Dollar Tree Q2 Earnings & Sales Beat Estimates, Comps Rise 6.5%
ZACKS· 2025-09-03 18:05
Core Insights - Dollar Tree, Inc. (DLTR) reported strong second-quarter fiscal 2025 results, with earnings and sales exceeding expectations and showing year-over-year growth, driven by effective strategic initiatives [1][7] - Despite the positive quarterly performance, shares fell over 10% in pre-market trading due to a weak third-quarter adjusted EPS outlook, although the stock has gained 16.2% over the past three months [2] Financial Performance - Adjusted earnings per share (EPS) from continuing operations increased by 13.2% year over year to $0.77, surpassing the Zacks Consensus Estimate of $0.38 [1][7] - Net sales from continuing operations rose by 12.3% year over year to $4.57 billion, exceeding the Zacks Consensus Estimate of $4.45 billion [4][7] - Same-store sales grew by 6.5% year over year, supported by a 3% increase in customer traffic and a 3.4% rise in average transaction size [4][7] Profitability Metrics - Gross profit increased by 12.9% year over year to $1.6 billion, with a gross margin expansion of 20 basis points to 34.4%, aided by reduced freight costs and improved pricing strategies [5] - Selling, general and administrative (SG&A) costs represented 29.6% of sales, up 60 basis points from the previous year, primarily due to higher depreciation and payroll expenses [6] Financial Health - As of the end of the second quarter, Dollar Tree had cash and cash equivalents of $666.3 million, with no borrowings under its revolvers [9] - The company repurchased 5 million shares for $501.4 million during the quarter, with an additional 0.6 million shares repurchased for $71 million post-quarter [10] Strategic Developments - Dollar Tree completed the sale of its Family Dollar business for $1.0 billion, with net proceeds expected to provide significant cash and tax benefits [12] - The company opened 106 new Dollar Tree stores and converted nearly 585 stores to a multi-price format during the second quarter [14] Guidance - For fiscal 2025, Dollar Tree projects net sales from continuing operations between $19.3 billion and $19.5 billion, with adjusted EPS expected to be between $5.32 and $5.72 [16] - The company anticipates a positive timing benefit of approximately $0.20 on adjusted diluted EPS for the third quarter, although this benefit will reverse later in the year [17]
Dollar Tree stock plunges as it warns tariffs will squeeze margins despite demand for its cheap goods
New York Post· 2025-09-03 16:14
Dollar Tree shares plunged 7.8% Wednesday after the company said tariff costs will squeeze margins despite strong demand for its low-price goods.It forecast current-quarter profit of 57 cents – missing Wall Street expectations of $1.33, according to LSEG data.“Tariffs remain a source of ongoing volatility and operating in an environment where rates change frequently (and this) remains one of our largest challenges,” CEO Mike Creedon said during a post-earnings call. 3 Dollar Tree shares plunged after it s ...
Why Dollar Tree Stock Was Sliding Today
The Motley Fool· 2025-09-03 15:53
Better-than-expected results weren't enough to please investors.Shares of Dollar Tree (DLTR -7.03%) were heading lower today. The discount store chain reported better-than-expected results in its second-quarter earnings report and even raised its guidance, but that wasn't enough to overcome concerns about tariff-related headwinds. As a result, the stock was down 8.8% as of 10:31 a.m. ET. Strong growth isn't enough for Dollar TreeDollar Tree delivered impressive top-line results, with same-store sales up 6.5 ...
Dollar Tree stock drops as near-term outlook disappoints
Proactiveinvestors NA· 2025-09-03 15:26
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Dollar Tree Sales Climb as Wealthy Shoppers Trade Down
PYMNTS.com· 2025-09-03 15:12
Dollar Tree said wealthier shoppers are increasingly driving sales as consumers hunt bargains.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The discount retailer released second-quarter earnings Wednesday (Sept. ...
Dollar Tree (DLTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-09-03 14:31
For the quarter ended July 2025, Dollar Tree (DLTR) reported revenue of $4.57 billion, down 38.1% over the same period last year. EPS came in at $0.77, compared to $0.67 in the year-ago quarter.The reported revenue represents a surprise of +2.54% over the Zacks Consensus Estimate of $4.45 billion. With the consensus EPS estimate being $0.38, the EPS surprise was +102.63%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...
美股异动|美元树公司跌近12%创逾两个月新低,Q3调整后每股收益指引不及预期
Ge Long Hui· 2025-09-03 13:41
美国折扣零售商美元树公司(DLTR.US)盘初一度跌近12%,最低触及98美元,创逾两个月新低。 消息面上,美元树公司公布第二季度业绩,销售额同比增长12.3%至46亿美元,高于分析师预期的45亿 美元;调整后每股收益同比增长13.2%至77美分,远超分析师预期的42美分。由于关税相关成本上升, 该公司预计第三季度调整后每股收益与去年同期相当,而当前分析师预期为1.33美元,意味着18.8%的 增长。(格隆汇) ...
美元树公司Q2业绩超预期,但Q3盈利指引令人失望
Ge Long Hui A P P· 2025-09-03 13:23
格隆汇9月3日|美国折扣零售商美元树公司公布第二季度业绩,销售额同比增长12.3%至46亿美元,高 于分析师预期的45亿美元;调整后每股收益同比增长13.2%至77美分,远超分析师预期的42美分。期内 同店销售额增长6.5%,高于预期的5.4%。 由于关税相关成本上升,该公司预计第三季度调整后每股收益与去年同期相当,而当前分析师预期为 1.33美元,意味着18.8%的增长。尽管如此,该公司上调全年业绩指引,目前预计销售额将介于193亿至 195亿美元之间(此前预测185亿至191亿美元),每股收益将介于5.32至5.72美元之间(此前预测5.15至5.65 美元)。 ...
Dollar Tree(DLTR) - 2026 Q2 - Earnings Call Transcript
2025-09-03 13:02
Dollar Tree (DLTR) Q2 2026 Earnings Call September 03, 2025 08:00 AM ET Company ParticipantsRobert LaFleur - SVP - Investor RelationsMichael Creedon - CEO & DirectorStewart Glendinning - CFOPaul Lejuez - Managing DirectorEdward Kelly - MD - Equity ResearchChuck Grom - Managing DirectorKelly Bania - MD - Equity ResearchMichael Montani - Managing DirectorConference Call ParticipantsMichael Lasser - Equity Research Analyst - Hardlines, Broadlines & Food RetailNone - AnalystMatt Boss - Equity Research AnalystRu ...