Dollar Tree (NASDAQ:DLTR) reported robust financial results for its fourth quarter and full fiscal year ended January 31, 2026, underscored by the continued expansion of its "Dollar Tree 3.0" multi-price strategy.
For the full year 2025, net sales grew by 10% to approximately $19.4 billion, supported by a 5.3% increase in comparable store net sales.
The fourth quarter was particularly strong, with comparable store sales rising 5% as the retailer attracted a broader demographic of value-conscious shoppers.
Quarterly adjusted diluted EPS surged 21% to $2.56, reaching the top end of the company’s previous guidance.
For the full year, adjusted diluted EPS rose 13% to $5.75, compared to $5.94 on a GAAP basis.
Chief Executive Officer Mike Creedon attributed the performance to disciplined execution and a more relevant assortment that now spans multiple price points across 5,300 stores.
Operational highlights for 2025 included the opening of 402 new Dollar Tree locations and the conversion of roughly 2,400 stores to the 3.0 format.
This evolution has allowed the company to offer larger pack sizes and higher-value discretionary items, which improved average transaction values during the critical holiday season.