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Industry top-down

Discount Stores

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

6 companiesMedian revenue YoY: +5.9%EPS beat rate:

AI industry top-down

The discount store industry generally showed moderate sales growth. According to data, some companies, including DLTR and OLLI, demonstrated positive performance, achieving double-digit sales growth and robust earnings per share (EPS) growth. However, company-specific performance disparities were prominent, with E-mart experiencing a decline in sales and DOLLAR GENERAL CORP seeing a significant drop in EPS. While the median sales growth rate for the overall industry was recorded at 5.88%, individual company performance varied.

  • Most companies maintain sales growth (5 out of 6 companies show positive (+) sales growth)
  • Some companies show strong EPS growth (DLTR, BJ, OLLI with double-digit or more growth)
  • Overall moderate growth in the discount store industry (median sales growth rate 5.88%)
Where companies diverge: Widening disparity in revenue and EPS growth rates by company (E-Mart revenue decrease, DG EPS sharp decline) · Underperformance of some companies (E-Mart revenue -1.76%, DG EPS -26.00%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
DGDOLLAR GENERAL CORPFY2025 Q3$30.31B+5.1%$4.24-26.0%
DLTRDOLLAR TREE, INC.FY2026 Q1$4.64B+11.3%$1.61+16.7%
BJBJ's Wholesale Club Holdings, Inc.FY2026 Q1$5.15B+4.8%$1.13+36.1%
PSMTPRICESMART INCFY2026 Q2$2.62B+6.6%$2.66+4.7%
OLLIOllie's Bargain Outlet Holdings, Inc.FY2025 Q3$1.6B+10.4%$2.13+26.0%
139480E-MART Inc.FY2026 Q2₩6.92T-1.8%₩-5833.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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