Dollar Tree is trading 4% down at $126.85 after investors focused on weaker-than-expected third-quarter guidance despite a strong second-quarter earnings beat.
- Adjusted EPS was $2.70, including a $1.31 tariff-refund benefit.
- Third-quarter adjusted EPS guidance was $0.80–$0.95, including approximately $0.50 from tariff-refund reinvestments, below the $1.39 analyst consensus; planned reinvestment pressured sentiment.
- The company-specific decline contrasted with gains in the S&P 500 (0.67%) and Nasdaq (1.44%).