Overview
- Adjusted Q4 EPS came in at $2.56 versus the $2.53 consensus, with net sales up 9% to $5.45 billion and comparable sales rising 5%.
- Comparable-sales gains were led by a 6.3% increase in average ticket size, offset by a 1.2% decline in traffic.
- Dollar Tree guided Q1 EPS to $1.45–$1.60 with a midpoint of $1.52, below the ~$1.56 analysts anticipated, and forecast sales of $4.9–$5.0 billion.
- For the full fiscal year, the company projected EPS of $6.50–$6.90 on revenue of $20.5–$20.7 billion, aligning near the softer end of Street expectations.
- Shares fell roughly 3.8% after the report as investors focused on the outlook, even as the quarter swung to a $506.1 million profit from a year-ago loss and peers like Dollar General struck a cautious tone.