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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.

9 companiesMedian revenue YoY: +7.0%EPS beat rate: —

AI industry top-down

Median year-over-year revenue growth for the discount store industry stood at 5.88%. The five major U.S. discount retailers delivered solid top-line growth, though profit growth rates diverged significantly by company. Meanwhile, domestic player E-Mart recorded negative growth, highlighting performance divergence across regions and individual companies.

  • Five US discount retailers achieve positive year-over-year revenue growth
  • Moderate top-line expansion with industry-wide median revenue growth of 5.88%
  • Double-digit EPS growth across multiple companies including DLTR, BJ, and OLLI
Where companies diverge: DG underperformed peers as EPS fell 26.0% despite revenue growth · E-Mart contracted 1.76%, contrasting with the growth trend seen among US peers

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

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
WMTWalmart Inc.FY2027 Q2$186.1B+5.9%$0.80-9.1%—
COSTCOSTCO WHOLESALE CORP /NEWFY2026 Q3$70.53B+11.6%$4.93+15.2%—
TGTTARGET CORPFY2027 Q2$26.54B+5.3%$4.11+100.5%—
DGDOLLAR GENERAL CORPFY2027 Q2$11.29B+5.2%$2.48+33.3%—
DLTRDOLLAR TREE, INC.FY2027 Q2$4.89B+7.0%$2.70+196.7%—
BJBJ's Wholesale Club Holdings, Inc.FY2027 Q2$6.23B+15.7%$1.36+19.3%—
PSMTPRICESMART INCFY2026 Q3$1.48B+12.5%$1.28+12.3%—
OLLIOllie's Bargain Outlet Holdings, Inc.FY2027 Q2$741.31M+9.1%$1.42+43.4%—
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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