Walmart Q4 2024 Earnings Call Transcript

Dollar Tree, Inc. (Nasdaq: DLTR) released its fourth-quarter 2024 earnings report and hosted a conference call with investors on March 26, 2025. Here are the key takeaways from the call:

Dollar Tree's fourth-quarter 2024 sales increased 4.4% year-over-year to $6.34 billion, with comparable-store sales (comps) rising 1.8%. The company's fourth-quarter 2024 earnings per share (EPS) came in at $0.63, a 3.2% year-over-year increase.

During the call, Dollar Tree CEO Rick Dreiling highlighted the company's strong holiday season performance, noting that sales were boosted by the popularity of its seasonal items and the effectiveness of its marketing campaigns. Dreiling also emphasized the company's focus on driving sales through its value-oriented pricing strategy and its efforts to improve the customer shopping experience.

Dollar Tree's fourth-quarter 2024 gross margin expanded 20 basis points year-over-year to 29.3%, driven by the company's efforts to optimize its supply chain and improve its product mix. The company's operating expenses increased 3.5% year-over-year to $1.14 billion, primarily due to higher wages and benefits.

Looking ahead to 2025, Dollar Tree expects its full-year EPS to be in the range of $2.50 to $2.65, representing a 5% to 7% year-over-year increase. The company also expects its full-year comps to rise 2% to 3%.

During the Q&A session, investors asked about Dollar Tree's plans to expand its e-commerce capabilities and its efforts to improve its private-label offerings. Dreiling emphasized the company's commitment to growing its e-commerce business and its focus on developing new private-label products that meet customers' needs.

Overall, Dollar Tree's fourth-quarter 2024 earnings report and conference call provided a positive update on the company's performance and outlook, with investors expressing optimism about the company's ability to drive growth and improve its profitability in the years ahead.