$DLTR 0.47 Noisy

Notable posts

• @TrendSpider mixed 215 eng

  Not sure how to feel about this chart 😬 $DLTR https://t.co/J2a5I6Xz0o

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 08/27/2026 Jackson Hole Symposium (Day 1) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 11:00: Kansas City Fed Manufacturing 13:00: US 7-Year Note Auction Before Open 👇 06:00: Bilibili $BILI 06:00: Royal Bank of Canada $RY 06:00: Canadian Solar $CSIQ 06:00: Lotus Technology $LOT 06:30: Dollar Tree $DLTR 06:30: Hormel Foods $HRL 06:30: The Toronto-Dominion Bank $TD 06:45: Build-A-Bear Workshop $BBW 06:45: Burlington Stores $BURL 06:50: Dollar General $DG 07:00: Best Buy Co. $BBY After Hours 👇 16:00: Autodesk $ADSK 16:00: Workday $WDAY 16:05: Marvell Technology $MRVL 16:05: $ULTA Beauty 16:05: PagerDuty $PD 16:05: Rubrik $RBRK 16:05: Elastic N.V. $ESTC 16:05: LifeVantage $LFVN 16:10: Affirm Holdings $AFRM 16:10: SentinelOne $S 16:15: $GAP 17:15: $IREN

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• @wallstengine neutral 45 eng

  DOLLAR TREE $DLTR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.9B (Est. $4.86B) 🟢; +7% YoY 🔹 Adj. EPS: $2.70; incl. $1.31 tariff refunds 🔹 Comp Store Net Sales: +3.7% 🔹 Oper Margin: 14.1%; +900 bps (650 bps refunds) FY26 Guide: 🔹 Adj. EPS: $7.70-$8.05 (Est. $7.04) 🟢 🔹 Revenue: $20.5B-$20.7B (Est. $20.65B) 🟡 🔹 Comp Store Net Sales: +3% to +4% 🔹 New Stores: ~400; 75 closings Q3 Guide: 🔹 Adj. EPS: $0.80-$0.95 (Est. $1.39) 🔴 🔹 Revenue: $5.0B-$5.1B (Est. $5.04B) 🟡 🔹 Comp Store Net Sales: +3% to +4% Other Q2 Metrics: 🔹 Gross Margin: 42.9%; +850 bps YoY 🔹 Free Cash Flow: $675.2M 🔹 Operating Cash Flow: $921.5M Capital Return: 🔹 Buybacks: $605M; 5.6M shares Key Updates: 🔸 Tariff refunds contributed a $1.31 per share benefit in the quarter and 650 basis points of the 900 basis point operating margin expansion. Street consensus for the quarter was $1.14, set without that benefit. 🔸 The fiscal 2026 outlook includes an approximate $0.60 benefit from tariff refunds, while the third quarter outlook includes a $0.50 impact related to tariff refund reinvestments — the reinvestment, not demand, is what sits between the raised full-year range and the third quarter guide. 🔸 Results are presented on a continuing operations basis following the Family Dollar sale. Comments: 🔸 “Positive traffic trends helped drive strong comparable sales growth”

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• @wallstengine bearish 37 eng

  DOLLAR TREE $DLTR FELL 5.6% AFTER MANTLE RIDGE LP FILED TO SELL 1,115,228 SHARES WORTH ABOUT $133.1M. https://t.co/dmbLeBC43h

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• @wallstengine bullish 25 eng

  Raymond James Upgrades $DLTR to Outperform from Market Perform, PT $140 Analyst comments: "We are upgrading Dollar Tree to Outperform and establishing a $140 price target, reflecting what we view as an increasingly favorable risk/reward setup. In our view, FY26 EPS guidance of $6.70-$7.10 embeds a conservative set of assumptions, including elevated fuel costs through year-end, no benefit from tariff refunds or any associated comparable-sales demand drivers, and no incremental share repurchases. We believe each of these assumptions is tracking more favorably than guidance implies, creating multiple avenues for upside and increasing the likelihood of estimate revisions. Our upgrade is not predicated on imminent traffic recovery in F2Q, with recent traffic and credit card data mixed against a difficult comparison, although traffic could turn positive in F2H as prior-year comparisons ease. Rather, our more constructive stance reflects our view that the full-year guidance framework is de-risked from a profit and loss perspective. Our upgrade is based on five key factors: (1) several headwinds embedded in FY26 guidance are easing or beginning to reverse; (2) operational execution continues to improve, with further runway ahead through Gold Store standards progress; (3) tariff refunds, excluded from guidance, provide management with incremental flexibility to reinvest in the business flywheel; (4) traffic trends should improve sequentially in F2H as comparisons ease and traffic-driving initiatives gain further traction; and (5) the current valuation does not fully reflect the improving earnings trajectory of the business." Analyst: Bobby Griffin

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• @tenet_research neutral 25 eng

  📅 Big Earnings Week Ahead | Aug. 24–28 Markets enter the week on shakier footing after the S&P 500 and Nasdaq snapped three-week winning streaks, with rising Treasury yields pressuring growth and technology stocks. 🔥 Key reports to watch: • $NVDA — Wednesday; the week’s biggest catalyst for AI, semiconductors and data-center demand • $CRM $CRWD $SNPS $OKTA $INTU — Enterprise software, cybersecurity & AI spending • $MRVL — Thursday; another key read on AI infrastructure demand • $BBY $DG $DLTR $KSS $DKS — Consumer spending & retail health • $XPEV $LI $PDD — Chinese EV & e-commerce trends Market Focus: Nvidia’s $NVDA data-center growth, forward guidance and hyperscaler AI spending will be critical. A strong report could restore momentum, while a disappointment may accelerate rotation away from expensive tech stocks. 🔎 Track earnings, market catalysts, and real-time insights on https://t.co/NSh5Lrjmgh.

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