Dollar Tree's Q2 '25 net sales increased 12.3% to $4.6B (vs. estimate of $4.48B) driven by a 6.5% comp sales growth and adjusted EPS was $0.77 (vs. estimate of $0.42), with an updated FY25 EPS guidance of $5.32-$5.72.
Bullish
Net sales increased 12.3% to 4.6 billion dollars driven by a 6.5% comp sales growth.
Bearish
Tariff guidelines for China have yet to be finalized, and currently remain at 30%, but countries like Vietnam, India, and Bangladesh are meaningfully higher than they were in June.