Dollar Tree sees FY26-FY28 EPS growth 12%-15% CAGR

Dollar Tree (DLTR) will host its 2025 Investor Day at the Nasdaq MarketSite in New York City to outline its operational strategy and financial outlook for the years ahead. The session will present a three-year outlook for the company that yields a 12%-15% compounded annual growth rate in EPS for fiscal years 2026-2028. This is based upon underlying annual EPS growth of 8%-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. “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,” said CEO Creedon. “Our refreshed leadership team is energized, aligned, and committed. 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.”