Dollar Tree

DLTR

Market cap $22.6B

Salesforce (CRM) reports earnings Wednesday, with focus on growth, AI impact, and its competitive moat amid historically low valuation. AI is reshaping retail, with U.S. retail site traffic up 805% year-over-year and Black Friday online sales hitting a record $11.8B.

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DLTR's Q3 results are likely to face tariff and SG&A pressures, even as multi-price growth, strong traffic and new initiatives aim to support revenues.

Retailers like Costco (COST) and Walmart (WMT) are positioned as holiday winners due to their value-focused brand and pricing power. Luxury brands such as LVMH benefit from resilient high-end consumer spending, while direct-to-consumer brands face pricing pressure from increased price transparency.

Evaluate the expected performance of Dollar Tree (DLTR) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

CHESAPEAKE, Va.--(BUSINESS WIRE)--Dollar Tree, Inc. (NASDAQ: DLTR), will report financial results for the third quarter 2025 ended November 1, 2025, before the stock market opens on Wednesday, December 3, 2025, followed by a conference call for investors and analysts at 8 a.m. EST. Chief Executive Officer Mike Creedon and Chief Financial Officer Stewart Glendinning will discuss the company's results and lead a question-and-answer session. WHEN: Wednesday, December 3, 2025   8 a.m. Eastern Time.

Dollar Tree, Inc. (NASDAQ: DLTR) is trading lower on Thursday.

Diane King Hall turns to a gauntlet of sports-tied stocks moving Thursday morning. Nike (NKE) shares ran on an upgrade and price target hike from Wells Fargo.

Jim Cramer breaks down why he's keeping an eye on shares of Dollar Tree.

Dollar Tree, Inc. (NASDAQ:DLTR ) Analyst/Investor Day October 15, 2025 12:30 PM EDT Company Participants Robert LaFleur - Senior Vice President of Investor Relations Michael Creedon - CEO & Director Brent Beebe - Senior Vice President of Merchandising & Marketing Jocelyn Konrad - Chief of Dollar Tree Stores & Enterprise Store Operations Roxanne Weng - Chief Supply Chain Officer Stewart Glendinning - Chief Financial Officer Conference Call Participants Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Michael Lasser - UBS Investment Bank, Research Division Kevin Nichols Matthew Boss - JPMorgan Chase & Co, Research Division Zhihan Ma - Sanford C. Bernstein & Co., LLC.