Overview
- Fourth-quarter results showed net sales up 9% to $5.5 billion, same-store sales up 5%, and diluted EPS up 38% to $2.56.
- Shares jumped 6.4% after the earnings release, following a 13% year-to-date decline and a 64% gain in 2025.
- Management guided 2026 net sales to about $20.6 billion versus $19.4 billion in 2025 and plans roughly 400 openings and about 75 closures.
- The company opened 402 Dollar Tree stores in 2025, divested Family Dollar, and now operates more than 9,000 locations.
- Merchandising is shifting toward $3–$5 price points, especially in toys and party supplies, with the company saying 60% of last quarter’s customers earned $100,000 or more.