NASDAQ$DLTR

Dollar Tree Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Dollar Tree reported strong revenue and earnings growth driven by store expansion and improved traffic in Q1 FY25.

Dollar Tree delivered robust top-line growth with $4.6 billion in revenue, supported by increased customer traffic and average ticket size. The company posted solid net income and continued to expand its store footprint while progressing on the sale of its Family Dollar segment.

  • Revenue rose 11.3% year-over-year to $4.6 billion.
  • Net income from continuing operations reached $313.5 million.
  • Same-store sales at Dollar Tree increased 5.4%, with both traffic and ticket growth.
  • 148 new stores were opened, and 500 were converted to the multi-price format.

Headline financials

Total Revenue

$4.64B

Previous: $7.63B-39.3%
EPS (adj)

$1.26

Previous: $1.38-8.7%
Free Cash Flow

$130M

Previous: $300M-56.8%
Net Income

$314M

Previous: $300M+4.5%
Operating Income

$384M

Previous: $421M-8.7%
Gross Profit

$1.65B

Previous: $2.35B-29.7%

Revenue & EPS history

Dollar Tree · Revenue · Quarterly

$4.64B

Q1 2025-39.3%vs Q1 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Dollar Tree · $4.97B total across 1 segment · Q1 2027

  • Dollar Tree
    $4.97B

Forward guidance

Dollar Tree reaffirmed its FY25 revenue outlook and slightly updated its EPS guidance due to recent share repurchases. The company expects modest Q2 headwinds but anticipates acceleration in the second half.

Tailwinds

  • FY25 net sales outlook remains $18.5B–$19.1B.
  • Same-store sales growth guidance of 3%–5%.
  • Adjusted EPS guidance raised to $5.15–$5.65.
  • Continued share repurchases enhancing EPS outlook.
  • Family Dollar sale expected to close in Q2 with $800M+ in net proceeds.

Headwinds

  • Q2 adjusted EPS expected to decline 45%–50% YoY.
  • SG&A costs from Family Dollar support will weigh on H1 EPS.
  • Gross margin pressures remain from tariffs and distribution costs.
  • Continued elevated depreciation and utilities impacting expense ratios.
  • Inventory and markdown costs continue to offset margin gains.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.5%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-0.9%

Avg return

30 days after

60%

39 / 65 earnings

Positive

+23.5%

Q1 2022

Best reaction

-17.2%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2025+2.0%-1.4%-5.7%
Q3 2025+4.2%+10.4%+17.2%
Q2 2025-8.2%-10.7%-19.2%
Q1 2025-8.3%-3.0%+5.4%
Q1 2026+0.5%+3.8%+11.6%
Q4 2024+3.1%+11.8%+20.0%
Q3 2024+0.1%-1.2%+1.2%
Q2 2024-16.1%-17.4%-13.2%
Q1 2024-6.6%-8.4%-11.3%
Q4 2023-16.3%-15.0%-16.4%
Q3 2023+6.5%+10.5%+22.4%
Q2 2023-13.3%-13.4%-26.5%
Q1 2023-8.3%-10.9%-7.5%
Q4 2022+0.9%-0.8%-1.2%
Q3 2022-9.1%-8.4%-15.2%
Q2 2022-16.4%-16.9%-14.9%
Q1 2022+23.5%+20.0%+17.7%
Q4 2021+4.8%+0.8%+14.1%
Q3 2021+10.6%+6.4%+3.3%
Q2 2021-14.5%-14.8%-20.5%
Q1 2021-10.1%-8.8%-9.3%
Q4 2020+2.9%+9.2%+17.2%
Q3 2020+14.5%+12.6%+11.7%
Q2 2020-9.1%-10.1%-14.2%
Q1 2020+11.8%+10.8%+5.8%
Q4 2019-4.7%+2.1%-14.2%
Q3 2019-17.2%-18.6%-18.1%
Q2 2019+1.9%+2.4%+14.8%
Q1 2019+6.6%+5.6%+12.7%
Q4 2018+8.1%+8.8%+11.0%
Q3 2018+4.1%+3.5%+5.3%
Q2 2018-14.8%-15.3%-13.7%
Q1 2018-15.6%-13.9%-11.8%
Q4 2017-12.5%-9.6%-5.4%
Q3 2017+2.7%+1.3%+11.7%
Q2 2017+8.2%+7.2%+13.9%
Q1 2017+0.3%+0.1%-14.7%
Q4 2016+1.4%-1.0%+2.3%
Q3 2016+8.4%+8.8%-3.3%
Q2 2016-9.9%-11.4%-15.6%
Q1 2016+13.5%+15.5%+17.3%
Q4 2015-1.8%
Q3 2015+7.7%
Q2 2015-11.4%
Q1 2015+1.2%
Q4 2014+2.0%
Q3 2014+6.0%
Q2 2014-1.3%
Q1 2014+5.4%
Q4 2013+3.8%
Q3 2013-3.5%
Q2 2013+2.8%
Q1 2013+3.9%
Q4 2012+10.0%
Q3 2012+2.8%
Q2 2012-2.2%
Q1 2012-6.0%
Q1 2011+2.0%
Q4 2009+0.7%
Q4 2011+0.7%
Q3 2011-2.4%
Q3 2010-2.4%
Q2 2010+6.7%
Q4 2010+6.7%
Q2 2011+6.7%

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