Quarterly report [Sections 13 or 15(d)]

Segments and Disaggregated Revenue (Tables)

v3.25.3
Segments and Disaggregated Revenue (Tables)
9 Months Ended
Nov. 01, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information
Information for the Dollar Tree segment, as well as for corporate, support and other, including the reconciliation to income from continuing operations before income taxes, is as follows:
(in millions) Dollar Tree Segment Corporate, Support and Other Total
13 Weeks Ended November 1, 2025
Net sales $ 4,746.3  $ —  $ 4,746.3 
Cost of sales 3,045.8  —  3,045.8 
Gross Profit 1,700.5  —  1,700.5 
Other revenue —  4.7  4.7 
Selling, general and administrative expenses 1,245.5  140.2  1,385.7 
Transition services agreement income, net —  23.8  23.8 
Operating income (loss) 455.0  (111.7) 343.3 
Interest expense, net 21.9 
Other income, net 0.1 
Income from continuing operations before income taxes $ 321.3 
Depreciation and amortization expense $ 154.9  $ 9.6  $ 164.5 
13 Weeks Ended November 2, 2024
Net sales $ 4,338.0  $ —  $ 4,338.0 
Cost of sales 2,803.9  —  2,803.9 
Gross Profit 1,534.1  —  1,534.1 
Other revenue 0.1  3.1  3.2 
Selling, general and administrative expenses 1,069.0  137.6  1,206.6 
Operating income (loss) 465.2  (134.5) 330.7 
Interest expense, net 28.3 
Other expense, net 0.1 
Income from continuing operations before income taxes $ 302.3 
Depreciation and amortization expense $ 125.0  $ 10.5  $ 135.5 
(in millions) Dollar Tree Segment Corporate, Support and Other Total
39 Weeks Ended November 1, 2025
Net sales $ 13,949.6  $ —  $ 13,949.6 
Cost of sales 9,029.5  —  9,029.5 
Gross Profit 4,920.1  —  4,920.1 
Other revenue —  11.5  11.5 
Selling, general and administrative expenses 3,575.4  429.6  4,005.0 
Transition services agreement income, net —  31.8  31.8 
Operating income (loss) 1,344.7  (386.3) 958.4 
Interest expense, net 67.4 
Other income, net (62.0)
Income from continuing operations before income taxes $ 953.0 
Depreciation and amortization expense $ 448.2  $ 29.4  $ 477.6 
39 Weeks Ended November 2, 2024
Net sales $ 12,569.1  $ —  $ 12,569.1 
Cost of sales 8,167.2  —  8,167.2 
Gross Profit 4,401.9  —  4,401.9 
Other revenue 0.1  9.5  9.6 
Selling, general and administrative expenses 3,072.5  410.6  3,483.1 
Operating income (loss) 1,329.5  (401.1) 928.4 
Interest expense, net 84.9 
Other expense, net 0.2 
Income from continuing operations before income taxes $ 843.3 
Depreciation and amortization expense $ 350.5  $ 26.6  $ 377.1 
Disaggregation of Revenue
The following table summarizes net sales by merchandise category for our Dollar Tree segment:
  13 Weeks Ended 39 Weeks Ended
(in millions) November 1, 2025 November 2, 2024 November 1, 2025 November 2, 2024
Consumable $ 2,350.7  49.5  % $ 2,164.0  49.9  % $ 6,998.3  50.2  % $ 6,314.4  50.2  %
Variety 2,051.5  43.2  % 1,846.6  42.6  % 6,406.9  45.9  % 5,746.7  45.7  %
Seasonal 344.1  7.3  % 327.4  7.5  % 544.4  3.9  % 508.0  4.1  %
Total Dollar Tree segment net sales $ 4,746.3  100.0  % $ 4,338.0  100.0  % $ 13,949.6  100.0  % $ 12,569.1  100.0  %