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12:00
Aug 27 ◎

DLTR FY2026 Q2 Watch

Dollar Tree, Inc. (DLTR) FY2026 Q2 Earnings Call

BALL ▾

Mike Creedon

Helium shortage reduced Q2 sales by ~$15M (~30bps of comp), concentrated in the party/balloon business; management assumes no recovery in the near term. — Indicates a physical supply chain bottleneck for helium impacting discretionary party categories, affecting suppliers like Ball Corporation.

"We continue to work closely with our vendors to understand the expected recovery of supply."

BALL WATCH

HIGH

12:00
May 28 ◎

DLTR FY2026 Q1 Watch

Dollar Tree, Inc. (DLTR) FY2026 Q1 Earnings Call

DLTR COST TGT ▾

Stuart Glendening

Management raised full-year EPS guidance and expressed confidence in continued margin expansion and earnings growth, driven by operational improvements, shrink reduction, and multi-price assortment; however, they are hedging on macro uncertainties like fuel and tariffs.

"we thought it was appropriate to raise the full year outlook, but we also wanted to be appropriately balanced and financially prudent"

DLTR WATCH

Stuart Glendening

Dollar Tree's shrink improved year-over-year, driven by operational initiatives and product protection efforts, suggesting a broader industry trend of improving shrink management. — If Dollar Tree is successfully bending the shrink curve, it may signal that retail shrink pressures, which have been a major industry headwind, are beginning to abate across the sector.

"The biggest driver was shrink, obviously a great performance. We said we would take action there, and we have."

COST WATCH TGT WATCH

HIGH

12:00
Mar 16 ◎

DLTR FY2025 Q4 Watch

Dollar Tree, Inc. (DLTR) FY2025 Q4 Earnings Call

DLTR ▾

Stuart Glendening

Guidance implies high-teens earnings growth and positive traffic contribution, with confidence in margin expansion and multi-price strategy despite tariff uncertainty.

"We expect diluted earnings per share in the range of $6.50 to $6.90, which is consistent with our investor day framework and represents high teens earning growth for the year."

DLTR WATCH

HIGH

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