In Q1 2025, Dollar Tree reported adjusted earnings per share (EPS) of $1.26 on revenue of $4.64 billion, surpassing analyst expectations of $1.21 EPS and $4.53 billion in revenue. Comparable store sales increased by 5.4%, driven by a notable uptick in traffic from households earning over $100,000 annually. ‍

Dollar General (DG) is beginning to see investors allocate dollars back to its stock today after the discount chain announced it would close nearly 100 Dollar General locations and 45 pOpshelf sites while converting six pOpshelf stores to Dollar General stores. The review cost DG significantly in Q4 (Jan), clipping approximately $0.81 off EPS. However, in Q1 (ended Apr), DG posted EPS of $1.78, surpassing analysts’ $1.47 consensus, and net sales rose 5.0% yr/yr to $10.44 bn, with same-store sales up 2.4%—nearly double the 1.22% projection‍. Meanwhile, by excluding the prior portfolio-review charge, DG outperformed its previously lowered FY 25 outlook.

Gap Inc.’s latest quarter was a tale of solid top-line progress colliding with a jarring new cost curve. Fiscal 1Q 25 revenue inched 2 % higher to $3.5 bln and diluted EPS of $0.51 beat estimates by nearly twenty cents, helped by continued traffic gains at Old Navy and core Gap stores. Yet the upside was eclipsed by management’s stark warning that the Trump administration’s fresh tariff rounds could saddle the company with $250-$300 mln in incremental duties this fiscal year. After mitigation—mostly vendor cost sharing, country-of-origin shifts and selective price increases—the net hit to operating income is still pegged at $100-$150 mln, concentrated in the back half. Shares, up 45 % year-to-date into the print, promptly gave back more than 16 % as investors recalibrated the margin trajectory.

Best Buy’s Q1 FY26 print captured a familiar retail tug-of-war: disciplined cost controls helped the company beat on earnings, yet tepid demand and fresh tariff worries forced a trim to full-year guidance and sent the shares sliding roughly 5 % in early trading. Adjusted EPS of $1.15 topped the Street’s $1.09, but revenue of $8.77 bln missed by a hair and fell year-on-year, underlining how the big-ticket electronics cycle remains soft. Management now assumes the newly reinstated 10 % Trump-era tariffs linger all year, eroding pricing power just as consumers grow more value-conscious.

Abercrombie & Fitch (ANF) is trading with notable volatility today after reporting first-quarter results that outpaced expectations but included a lowered full-year profit outlook due to rising tariff pressures. The specialty-apparel retailer posted adjusted EPS of $1.59, well above the $1.36–$1.41 range analysts forecast, on record net sales of $1.10 billion versus projections near $1.06 billion‍. Yet, management trimmed its FY25 EPS guidance by roughly $0.90 at the midpoint to $9.50–$10.50 (from $10.40–$11.40), citing an anticipated $50 million headwind from tariffs, primarily on Chinese-sourced merchandise.