Dollar Tree Raises Outlook on Q2 Growth
Dollar Tree(NASDAQ:DLTR) reported fiscal second quarter 2025 (ended Aug. 3, 2025) results on August 14, 2025, with net sales (GAAP) rising 12.3% year-over-year to $4.6 billion and comparable sales increasing 6.5%, led by strong discretionary and consumable demand. The company completed the Family Dollar sale, refocused its operations on the core Dollar Tree brand, and raised full-year fiscal 2025 guidance for comparable sales to 4%-6% and adjusted EPS (non-GAAP) to $5.32–$5.72, assuming current tariff rates.
Dollar Tree gained 2.4 million new customers on a trailing twelve-month basis as of fiscal second quarter 2025, with two-thirds from households earning over $100,000, highlighting a sustained shift in demographic reach. Comparable sales growth was balanced between transaction count and basket size, and the rollout of the updated "3.0" format reached 3,600 store conversions by the end of the quarter, supporting higher customer engagement and product discovery.
The successful appeal to higher-income and more frequent shoppers enhances Dollar Tree’s comparable sales growth and broadens market share.
Source Fool.com
