Overview
- The retailer posted adjusted EPS of $1.21 on revenue of $4.75 billion, up 9.4% year over year, topping Wall Street estimates.
- Dollar Tree lifted full-year adjusted EPS guidance to $5.60–$5.80 and set a sales range of $19.35–$19.45 billion, with Q4 EPS guided to $2.40–$2.60 on $5.4–$5.5 billion in sales.
- Comparable sales rose 4.2% as average ticket increased 4.5% and traffic dipped 0.3%, with management citing an all‑time record Halloween boosted by the multi‑price assortment.
- About 3 million more households shopped the chain in Q3, roughly 60% from incomes over $100,000, while lower‑income customers increased average spend faster than higher‑income peers.
- The company opened 106 stores, converted 646 to its 3.0 format, repurchased $399 million in shares, and expanded gross margin by 40 basis points to 35.8% as some baseline prices moved to $1.50 and $1.75 in response to tariffs and cost pressures.