Dollar Tree (NASDAQ: DLTR) experienced a mixed performance in the fourth quarter of 2025, with revenues slightly missing expectations but earnings per share surpassing forecasts. The company saw a notable decline in revenue compared to the previous year, while EPS showed improvement.
The company reported an adjusted earnings per share of $2.56 for the fourth quarter, exceeding the analyst estimate of $2.53. This marks an 11.8% increase from the previous year’s EPS of $2.29.
Dollar Tree’s fourth-quarter revenue was $5.45 billion, slightly below the analyst estimate of $5.46 billion. This represents a 34.1% decrease from the $8.27 billion reported in the same quarter last year.
Gross profit increased by 13.3%, with the gross profit margin rising 150 basis points to 39.1%. Operating income saw a 30.2% increase, while adjusted operating income rose by 10.7%.
For the full year, net sales increased by 10.4% to $19.4 billion. Same-store sales grew by 5.3%, driven by a 4.3% increase in average ticket and a 1.0% rise in traffic. Adjusted operating income increased by 6.5% to $1.7 billion, though the adjusted operating income margin decreased by 30 basis points to 8.6%.
Looking ahead to the first quarter of 2026, Dollar Tree anticipates earnings per share to range between $1.45 and $1.60, aligning with the analysts’ forecast of $1.55. Revenue is projected to be between $4.90 billion and $5.00 billion, closely matching the expected $4.96 billion.
For the full fiscal year 2026, the company expects earnings per share to be between $6.50 and $6.90, encompassing the analysts’ expectation of $6.69. Revenue is anticipated to range from $20.50 billion to $20.70 billion, aligning with the forecasted $20.69 billion.
Mike Creedon, Chief Executive Officer for Dollar Tree, said, “Our strong results this quarter show that Dollar Tree remains America’s retail destination for value, convenience, and discovery – underscored by our 20th consecutive year of positive same store sales.”
 reported mixed Q4 2025 results with revenues of $5.45 billion, slightly missing the $5.46 billion analyst estimate, and a 34.1% year-over-year decline.){kind=link}