DLTR Lifts 2026 Earnings Outlook as Tariff Refunds Fund Reinvestment

Dollar Tree raised its fiscal 2026 adjusted EPS guidance to $7.70-$8.05, with approximately 60 cents of benefit from tariff refunds. The company plans to reinvest about $210 million of the $383 million tariff refunds received into pricing, marketing, and store operations rather than treating it as a windfall. Q2 results showed net sales increased 7% to $4.89 billion with comparable-store sales rising 3.7%, while the company maintained its full-year sales guidance of $20.5-$20.7 billion.