Dollar Tree stock falls 1.63 percent as refunds lift EPS

Published on 09/24/2026 at 13:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dollar Tree stock stood at USD 113.16 on September 23, 2026, while its market value reached USD 21.746523 billion. Fiscal Q2 revenue rose 7.0 percent.

Fotorealistisches Innenbild eines Discounters mit farbigen Produktregalen — Dollar Tree Inc. Filiale mit bunten Produktregalen und einkaufenden Kunden im Einzelhandel US2567461080, Illustration mit AI erstellt.

Dollar Tree stock (ISIN US2567461080) fell 1.63 percent to USD 113.16 on Nasdaq on September 23, 2026. The decline followed a fiscal second quarter in which earnings benefited from a USD 1.31 tariff refund effect, making the quality of the profit improvement central for investors.

Quarterly profit gets a tariff lift

Dollar Tree reported fiscal Q2 2026 revenue of USD 4.8912 billion for the quarter ended August 1, 2026, up 7.0 percent from USD 4.5704 billion a year earlier, according to Dollar Tree.

Operating income increased 198.7 percent to USD 690.1 million, lifting the operating margin to 14.1 percent from 7.0 percent in the prior-year quarter. Diluted EPS reached USD 2.70, compared with USD 0.75 a year earlier, while the tariff refund contributed USD 1.31 per share, according to Dollar Tree. The comparison shows why the headline EPS gain is larger than the underlying sales increase.

Guidance points to continued growth

For fiscal 2026, Dollar Tree guided to revenue of USD 20.5 billion to USD 20.7 billion and adjusted EPS of USD 7.70 to USD 8.05. The EPS outlook includes a USD 0.60 tariff refund benefit, according to StockTitan.

Comparable-store sales rose 3.7 percent in fiscal Q2, supported by a 3.3 percent increase in average ticket and a 0.4 percent increase in traffic. The operating data indicate that customer demand contributed to growth, while the refund effect explains a material part of the margin expansion.

Stock remains below yearly high

Dollar Tree stock stood at USD 113.16 on Nasdaq on September 23, 2026, down 1.63 percent for the session and 20.5 percent below its 52-week high of USD 142.40. Its market capitalization was USD 21.746523 billion as of the same date, giving the earnings comparison a valuation context.