Dollar Tree updates guidance ahead of its Investor Day event

[Dollar Tree]
hapabapa

Dollar Tree (NASDAQ:DLTR [https://seekingalpha.com/symbol/DLTR]) reaffirmed its near-term guidance ahead of the retailer's Investor Day event on Wednesday. In a mid-quarter update, Dollar Tree (NASDAQ:DLTR [https://seekingalpha.com/symbol/DLTR]) noted that comparable same-store sales growth is up 3.8% so far in FQ3 and that the company has repurchased 2.8 million shares for $271 million quarter-to-date.

Looking further ahead, Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]) has a three-year outlook for a 12% to 15% compounded annual growth rate in EPS for fiscal years 2026–2028. That forecast is based upon underlying annual EPS growth of 8% to 10%, increased by the absence of recent discrete cost items tied to tariff mitigation, multi-price store conversions, lost distribution capacity, and the sale of Family Dollar. EPS is expected to grow by a high-teens percentage in fiscal year 2026 due to the timing of certain discrete cost benefits.

During the Investor Day presentation, Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]) management plans to cover topics such as a "A New Era for Dollar Tree" and "Creating a More Connected Customer Experience in Stores." The issue of supply chain management will also be covered.

"We are excited about this new chapter in Dollar Tree’s history. We are enhancing our value and customer focus as a multi-price, technology-enabled retailer that can compete and win in today’s market. Our ability to offer merchandise at a range of prices frees us to optimize our assortment," stated CEO Mike Creedon. "Our strategy is clear, and our ambition is bold – to build Dollar Tree for the next 40 years and beyond as a company that wins with customers, empowers associates, strengthens communities, and delivers exceptional long-term returns for shareholders," he added.

Shares of Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]) rose 1.5% in premarket trading on Wednesday after gaining 3.2% on Tuesday.

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