Q4 26 EPS
$2.56
Q4 26 Revenue
$5.45B
MISS 0.25%
Est. $5.46B
vs S&P Since Q4 26
-20.6%
TRAILING MARKET
DLTR -12.9% vs S&P +7.7%
Full Year 2026 Results
FY 26 EPS
$5.75
BEAT +0.10%
Est. $5.74
FY 26 Revenue
$19.41B
MISS 0.07%
Est. $19.43B
Market Reaction
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 littl… Read more 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 watching the retail landscape closely, 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
DLTR 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, source: SEC Filings
DLTR Revenue by Segment
With YoY comparisons, source: SEC Filings
“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.”
— Mike Creedon, Q4 2026 Earnings Press Release
DLTR Earnings Trends
DLTR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DLTR EPS Trend
Earnings per share: estimate vs actual
DLTR Revenue Trend
Quarterly revenue: estimate vs actual
DLTR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 FY | — | $2.56 | — | $5.45B | -0.25% |
| FY Full Year | $5.74 | $5.75 | +0.10% | $19.41B | -0.07% |
| Q3 26 BEAT | $1.08 | $1.21 | +11.80% | $4.75B | +1.23% |
| Q2 26 BEAT | $0.41 | $0.77 | +87.67% | $4.57B | +2.01% |
| Q1 26 BEAT | $1.21 | $1.26 | +4.51% | $4.64B | +2.39% |
| Q4 25 MISS FY | $2.19 | $2.11 | -3.65% | $5.00B | -57.64% |
| FY Full Year | $5.44 | $5.10 | -6.33% | $17.58B | -43.14% |