Dollar Tree, Inc. · DLTR · Next earnings

Dollar Tree, Inc. reports Wednesday, Dec 2, 2026

DLTR reports before market open with consensus EPS at $0.95 and revenue at $5.04B. Last quarter: Dollar Tree Q1 FY2026: EPS Beats by 14%, Full-Year Guidance Raised

Reports Before market open73 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $0.95 Calendar consensus
Consensus revenue $5.04B Calendar consensus
Report date Dec 2, 2026 Wednesday, date estimated
Session Before market open 73 days away

Where DLTR left off: FY2026 Q1

Full report

Dollar Tree Q1 FY2026: EPS Beats by 14%, Full-Year Guidance Raised

EPS surprise +13.7% Reported $1.74 vs $1.53
Revenue surprise +0.3% Reported $4.98B vs $4.96B
Stock move +17.9% Event window
Subsequent drift +9.6% Up to 20 sessions

Prior FY2026 guidance: Net sales $20.5-$20.7B, EPS $6.50-$6.90. Updated FY2026 guidance: Net sales $20.5-$20.7B (unchanged), EPS $6.70-$7.10 (raised $0.20 at both ends). Guidance sentiment shifted from maintained to raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher and persistent fuel costs pressuring full-year profitability.
  • Tariff uncertainty and potential lack of refunds.
  • Macroeconomic pressure on low-income consumers.
  • Potential volatility in freight rates and driver availability.
  • Helium supply constraints for seasonal products.

Questions analysts left open

  • Impact of lower tariff rates and timing of potential refunds.
  • Extent of fuel cost pressure on full-year profitability.
  • Traffic trends and ability to sustain the modest 1% decline.
  • SG&A leverage given increased marketing spend and general liability costs.
  • Timing and magnitude of helium supply issues.

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Recent DLTR quarters

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.