Key Takeaways Home Depot posted 4.9% sales growth y/y to $45.3B in Q2, its strongest gain in more than two years.The SRS Distribution integration and planned GMS deal expand Home Depot's Pro reach and network.DIY activity rebounded, with 12 of 16 departments seeing growth in smaller home improvement projects.The Home Depot, Inc. (HD) is skillfully navigating a shifting home improvement landscape by balancing renewed momentum in do-it-yourself (DIY) projects with accelerating growth in its professional (Pro) ...

Company Overview - Dollar Tree, Inc. has a market capitalization of $19.8 billion and operates discount variety stores in the U.S. and Canada under the Dollar Tree and Dollar Tree Canada brands, offering a wide range of consumables and seasonal goods [1] - The company is classified as a "large-cap" stock, supported by a nationwide logistics network and an e-commerce platform, serving individuals, small businesses, and organizations with affordable products [2] Stock Performance - Dollar Tree's shares have declined 18.8% from their 52-week high of $118.06 and decreased 3.2% over the past three months, underperforming the Nasdaq Composite's 13.4% increase during the same period [3] - Year-to-date, DLTR stock is up 27.9%, outperforming the Nasdaq Composite's 15.7% gain, and has increased 33.3% over the past 52 weeks compared to the Nasdaq's over 27% return [4] Financial Performance - In Q2 2025, Dollar Tree reported adjusted EPS of $0.77 and sales of $4.57 billion, but shares fell 8.4% following the earnings report due to management's weak Q3 earnings forecast, projecting adjusted EPS to be in line with last year's $0.57, below analyst expectations [5] - Concerns regarding rising costs from U.S. tariffs, elevated SG&A expenses, and a contraction in operating margin by 20 basis points to 5.2% have negatively impacted investor sentiment [5] Competitive Landscape - Rival Target Corporation has underperformed compared to Dollar Tree, with TGT stock declining 34.2% year-to-date and 41.8% over the past 52 weeks [6] - Despite the challenges, analysts maintain a cautiously optimistic outlook on Dollar Tree, with a consensus rating of "Moderate Buy" and a mean price target of $112, representing a 17% premium to current levels [6]