Dollar Tree (DLTR)
NASDAQConsumer StaplesDiscount StoresSnapshot 2026-07-08
$123.61+0.78%
Close 2026-07-08 · 1-day change
Reading DLTR? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track DLTR free→NASDAQConsumer StaplesDiscount StoresSnapshot 2026-07-08
Reading DLTR? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track DLTR free→Dollar Tree grows sales about 7% yearly and raised 2026 EPS guidance to $6.70-$7.10. Profit margins remain stable with a current PE near peers. The company announced a $2.5 billion share buyback, showing strong capital return. Partnerships like DoorDash expand customer reach.
Tariff pressures and a recent lawsuit could hurt costs and brand reputation. Management is volatile and progress on sales growth targets is mixed. EPS growth may slow if comparable store sales miss the 3%-4% target.
The stock trades about 16% below our fair value near $147, reflecting analysts' 17% revenue growth expectations. Our fair value is 15% above the Street median, indicating some optimism but also risk from management volatility and sector headwinds.
Breaks if: Buyback authorization is canceled or materially delayed
Breaks if: Comparable store sales growth falls below 3% in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Targeting a comparable store net sales growth rate of 3% to 4% for fiscal 2026.
Breaks if: EPS falls below $6.7 in FY26
Dollar Tree aims to achieve an EPS range of $6.70 to $7.10 for fiscal year 2026.
Stated in 2 of last 2 quarters. EPS guidance increased from $6.50-$6.90 to $6.70-$7.10 for 2026. Despite the earnings miss in 2026-Q1, the company remains focused on achieving this EPS target, indicating persistent commitment but limited progress so far.
“Increasing fiscal 2026 adjusted EPS from continuing operations outlook to $6.70 to $7.10.”
“Introducing fiscal 2026 outlook of comparable store net sales growth of 3% to 4% and adjusted EPS from continuing operations of $6.50 to $6.90.”