The company's second-quarter net sales increased by 7% year-over-year to $4.9 billion, with diluted earnings per share at $2.70, which included a $1.31 benefit from tariff refunds. Dollar Tree raised its adjusted EPS outlook for fiscal year 2026 to $7.70-$8.05. Investors seemed more focused on the weaker-than-expected third-quarter earnings outlook and the extent to which tariff refunds contributed to second-quarter earnings and profit growth.