Overview

• The company projected a 12% to 15% compounded annual EPS growth rate for fiscal 2026–2028, with 2026 expected to grow in the high teens due to discrete cost benefits rolling off.
• Dollar Tree reaffirmed its third-quarter and full-year 2025 outlook and reported quarter-to-date comparable sales up 3.8%.
• It repurchased 2.8 million shares for $271 million quarter-to-date, and the current 2025 EPS outlook does not reflect those buybacks.
• Shares rose as much as 9.3% in premarket trading after the guidance presentation.
• Analysts urged caution, citing heavy leadership turnover since early 2023 and ongoing exposure to China-sourced goods and potential tariffs.