Dollar Tree Q2 net income +173% to $514.5M on $369M tariff refund; comps slow to 3.7%

Filed August 27, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 3, 2025 · ~2 min read

Key Changes

• high

  $369M tariff refund (755 bps gross margin) after Supreme Court ruled fiscal 2025 IEEPA tariffs unlawful; company reinvesting proceeds in pricing, marketing, and store improvements through remainder of 2026.

  MD&A: Tariff Refunds verify on EDGAR →
• high

  Comparable store sales growth decelerated to 3.7% (vs 6.5% prior year Q2), driven by 3.3% ticket increase but only 0.4% traffic growth; year-to-date traffic turned negative (-0.3%).

  MD&A: Comparable Sales verify on EDGAR →
• medium

  Up to $26M potential retroactive antidumping/countervailing duty exposure on paper plates and aluminum pans if DOC determines Southeast Asia sourcing circumvented China orders; $13M charge already recorded for post-initiation imports.

  Legal Proceedings: Antidumping Duties verify on EDGAR →