Dollar Tree and Dollar General both beat sales expectations this week, yet Dollar Tree fell 3.92% while Dollar General rose 2.53%, a divergence Jim Cramer attributes to expectations. Dollar Tree's comparable sales grew 3.7%, slightly ahead of Dollar General's 3.5%, but its EPS beat relied on a one-time $383 million tariff refund, and its shares had already risen 12.53% over the past year. Dollar General, whose stock had fallen 39.18% over five years, reported 2% traffic growth and raised its full-year EPS guidance to $7.80-$8.00, with CEO Todd Vasos noting higher-income shoppers shopping more regularly. Cramer says Dollar Tree's 2015 Family Dollar acquisition still dogs the stock, even after the divestiture in July 2025, making Dollar General the cleaner setup.
Dollar General CorporationRaised full-year EPS guidance and reported traffic growth, with higher-income shoppers shopping more regularly.
Dollar Tree IncEPS beat relied on one-time tariff refund, and shares fell despite comps beat; Family Dollar acquisition still dogs stock.
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