Dollar Tree raised its fiscal 2026 adjusted diluted EPS outlook to $7.70-$8.05 from $6.70-$7.10, including an estimated $0.60 per-share tariff-refund benefit, while holding its $20.5 billion-$20.7 billion sales forecast. Second-quarter adjusted diluted EPS was $2.70, including a $1.31 tariff-refund gain; underlying EPS of $1.39 beat the $1.14 consensus as sales rose 7% to $4.89 billion and comparable-store sales increased 3.7%. Dollar General also beat expectations, reporting 3.5% same-store sales growth, raising its full-year sales forecast to 2.5%-2.9%, and projecting fiscal 2026 EPS of $7.80-$8.00, including a $0.25 tariff-refund contribution. Both retailers said elevated gasoline and freight costs could pressure margins, while stronger discount-store traffic reflected value-seeking across income groups.