Dollar Tree posted a solid fiscal first quarter, sending its stock up 11% to around $106 in premarket trading on Thursday.
The retailer had been down 22% in 2026 heading into the print — this was the first full calendar year after Dollar Tree completed the sale of Family Dollar at a large loss last summer.
Adjusted earnings came in at $1.74 per share, up from $1.26 a year ago and well ahead of the $1.53 analyst consensus estimate, according to FactSet.
DOLLAR TREE $DLTR EARNINGS ARE OUT!
EPS: $1.74 | Est. $1.55
IMPLIED MOVE TODAY: ±9.02%!! pic.twitter.com/Ro8Pu3cEW9— Schaeffer's Investment Research (@schaeffers) May 28, 2026
Revenue rose 7.2% to $4.98 billion, just clearing Wall Street’s call for $4.96 billion.
Same-store sales climbed 3.5% year over year, driven by a 4.5% rise in average ticket size. Traffic dipped 1%, but the higher spend per visit more than offset that.
CEO Mike Creedon said the results show “continued progress across the business” and pointed to assortment updates, cost management and store improvements as key drivers.
Earlier on Thursday, DoorDash announced a partnership with Dollar Tree to offer on-demand delivery from its full U.S. store footprint.
Dollar Tree already works with Uber Eats and Instacart for same-day delivery, so DoorDash fills out the platform lineup.
For Q2, Dollar Tree guided for adjusted EPS of $1.00 to $1.15 on net sales of $4.85 billion at the midpoint. Analysts had been expecting $0.99 per share and $4.84 billion in revenue.
Comparable sales in Q2 are expected to grow 2.5% to 3.5%, versus the analyst estimate of 2.8%.
Full-year EPS guidance was raised to $6.70–$7.10 per share, up from the prior range of $6.50–$6.90. That sits above the current analyst consensus of $6.67.
The company held its full-year net sales outlook steady at $20.5 billion to $20.7 billion, with comp sales growth of 3% to 4% expected for the year.
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