Dollar Tree Reports Earnings
Published September 5, 2025
Dollar Tree, Inc. (DLTR) reported its second quarter earnings on Wednesday, September 3. The discount retailer’s stock fell approximately 10% despite reporting higher-than-expected net sales for the quarter.
Net sales reached $4.57 billion during the quarter. This was up 12.3% from $4.07 billion in net sales last year at this time and exceeded analysts’ expectations of $4.48 billion.
“The strong sales growth, margin outperformance, and market share gains that Dollar Tree delivered in the second quarter against an increasingly challenging economic backdrop reinforces the unique position that Dollar Tree occupies in today’s retail landscape,” said Dollar Tree CEO, Mike Creedon. “With the Family Dollar sale complete, Dollar Tree is now a fully focused business and every ounce of our leadership attention, capital investment, and operating resources is now directed toward strengthening the Dollar Tree brand.”
The company posted net income of $188.4 million or $0.91 per adjusted share. This was up from $132.4 million or $0.62 per adjusted share during the same quarter last year.
The company opened 106 new Dollar Tree stores during the quarter, ending the quarter with a total of 9,148 stores throughout North America. Same-store net sales increased 6.5%, reflecting a 3.0% increase in traffic and a 3.4% increase in average ticket. During the second quarter, the company completed the sale of its Family Dollar store segment for $1.0 billion. Dollar Tree has converted approximately 585 stores to its 3.0 multi-price format, which offers a wider range of price points beyond its traditional $1.25 cost. The company increased its full-year fiscal 2025 guidance and anticipates net sales to be in the range of $19.3 billion to $19.5 billion.
Dollar Tree, Inc. (DLTR) shares ended the week at $101.12, down 7% for the week.
Salesforce Posts Quarterly Report
Salesforce, Inc. (CRM) posted its quarterly earnings report for the second quarter on Wednesday, September 3. Despite the business software producer reporting better-than-expected revenue for the quarter, the company’s stock fell more than 7% following the earnings release.
The San Francisco-based company reported revenue of $10.24 billion, up 10% from $9.33 billion in revenue at this time last year. This was above analysts’ expected revenue of $10.14 billion for the quarter.
"We delivered an outstanding quarter to close out the first half of the year, with strong performance across revenue, margin, cash flow, and cRPO—and we remain on track for fiscal 2026 to be a record year with nearly $15 billion in operating cash flow,” said Salesforce CEO, Marc Benioff. “These results reflect the success of our customers—like Pfizer, Marriott, and the U.S. Army—who are transforming into agentic enterprises, where humans and AI agents work side by side to reimagine workflows, accelerate productivity, and deliver customer success."
Salesforce posted net income for the quarter of $1.89 billion or $1.96 per adjusted share. During the same quarter last year, the company reported net income of $1.43 billion or $1.47 per adjusted share.
Salesforce’s subscription and support revenue grew year-over-year to $9.7 billion. The company’s professional services and other revenues experienced a 2.6% decline to $546 million from the year prior. For the third quarter, Salesforce anticipates revenue to range between $10.24 to $10.29 billion. For the full fiscal year 2026, Salesforce raised its earnings forecast to $6.99 to $7.03 per adjusted share on revenue of $41.1 to $41.3 billion.
Salesforce, Inc. (CRM) shares ended the week at $250.76, down 2% for the week.
Campbell’s Announces Results
The Campbell’s Company (CPB) released its fourth quarter and full-year earnings report on Wednesday, September 3. The company reported increased net sales and earnings for the quarter, causing the company’s shares to rise by almost 2% following release of the report.
Net sales came in at $2.32 billion for the quarter, up 1% from $2.29 billion in net sales during the same quarter last year and just below analysts’ estimates of $2.33 billion. For the full year, revenue came in at $10.25 billion, up 6% from $9.64 billion in the previous fiscal year.
“Our fiscal 2025 results were slightly ahead of our expectations, driven by our team's focus on execution in a dynamic operating environment,” said Campbell’s CEO, Mick Beekhuizen. “Going into fiscal 2026, we are focused on delivering today while building for tomorrow - with an increased emphasis on delivering topline growth through incremental marketing investments and consumer-led innovation, as we continue to expand our capabilities. Simultaneously, we are increasing productivity and accelerating cost savings initiatives to help mitigate core inflation and tariff headwinds.”
For the quarter, Campbell’s reported net income of $145 million or $0.48 per adjusted share. This was an increase from net losses of $3 million or $0.01 per adjusted share at this time last year. For the full year, the company reported net income of $602 million, an improvement from net income of $567 million reported last year.
The company’s Meals & Beverages segment, which includes its line of soups and beverages such as Swanson, Prego, Pace, V8 and Pacific Foods, posted revenues of $1.20 billion, relatively flat from the same quarter last year. The Snacks segment, which includes Pepperidge Farm cookies and Goldfish crackers, reported a 2% increase in net sales to $1.12 billion. For full-year fiscal 2026, Campbell’s expects net sales to be flat to down 2% and adjusted share earnings to be between $2.40 to $2.55.
The Campbell’s Company (CPB) shares ended the week at $34.03, up 6% for the week.
The Dow started the week of 9/2 at 45,288 and closed at 45,401 on 9/5. The S&P 500 started the week at 6,402 and closed at 6,482. The NASDAQ started the week at 21,087 and closed at 21,700.
