Current guidance
28 items
Each item compared with the same item in the previous release (May 28, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Net sales growth | for FY2026 | “approximately 3.7% to 4.2%” | “approximately 4.0% to 4.3%” | Filing ↗ |
| Raised | Diluted EPS | for FY2026 | “approximately $7.20 to $7.45” | “approximately $7.80 to $8.00” | Filing ↗ |
| Raised | Same-store sales growth | for FY2026 | “approximately 2.2% to 2.7%” | “approximately 2.5% to 2.9%” | Filing ↗ |
| Reiterated | Diluted EPS effective tax rate assumption | for FY2026 | “approximately 24.5%” | “approximately 24.5%” | Filing ↗ |
| Reiterated | Capital expenditures | for FY2026 | “$1.4 billion to $1.5 billion” | “$1.4 billion to $1.5 billion” | Filing ↗ |
| Reiterated | New stores in Mexico | for FY2026 | “approximately 10” | “approximately 10” | Filing ↗ |
| Reiterated | New stores in the United States | for FY2026 | “approximately 450” | “approximately 450” | Filing ↗ |
| Reiterated | Real estate projects | for FY2026 | “approximately 4,730” | “approximately 4,730” | Filing ↗ |
| Reiterated | Relocated stores | for FY2026 | “approximately 20” | “approximately 20” | Filing ↗ |
| Reiterated | Store relocations | for FY2026 | “approximately 20” | “approximately 20” | Filing ↗ |
| Reiterated | Stores remodeled through Project Elevate | for FY2026 | “approximately 2,250” | “approximately 2,250” | Filing ↗ |
| Reiterated | Stores remodeled through Project Renovate | for FY2026 | “approximately 2,000” | “approximately 2,000” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Diluted EPS negative impact from expiration of Work Opportunity Tax Credit | for FY2026 | “approximately $0.13” | — | Filing ↗ |
| Not restated | New Unit Growth | for FY2026 | “Approximately 2%” | — | Filing ↗ |
| Not restated | Capital Expenditures | for the long term | “Approximately 3% of Net Sales” | — | Filing ↗ |
| Not restated | New Unit Growth | for the long term | “Approximately 2%” | — | Filing ↗ |
| Not restated | Same-Store Sales Growth | for the long term | “Approximately 2% - 3%” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net sales growth | “approximately 4.0% to 4.3%” | for FY2026 | GAAP-tied | Mar 12, 2026 | 3 | Filing ↗ |
| Diluted Earnings Per Share Growth* | “10%+” | for FY2026 | GAAP-tied | Mar 11, 2025 | 2 | Filing ↗ |
| Diluted EPS | “approximately $7.80 to $8.00” | for FY2026 | GAAP-tied | Mar 12, 2026 | 3 | Filing ↗ |
| Diluted EPS effective tax rate assumption | “approximately 24.5%” | for FY2026 | GAAP-tied | Mar 12, 2026 | 3 | Filing ↗ |
| Diluted EPS negative impact from expiration of Work Opportunity Tax Credit | “approximately $0.13” | for FY2026 | GAAP-tied | Mar 12, 2026 | 1 | Filing ↗ |
| Operating Margin* (1) | “Approximately 6% - 7%” | for FY2026 | GAAP-tied | Mar 12, 2026 | 1 | Filing ↗ |
| Capital expenditures | “$1.4 billion to $1.5 billion” | for FY2026 | Company-defined | Mar 12, 2026 | 3 | Filing ↗ |
| Capital expenditures, including those related to investments in the Company's strategic initiatives | “$1.4 billion to $1.5 billion” | for FY2026 | Company-defined | May 28, 2026 | 1 | Filing ↗ |
| New stores in Mexico | “approximately 10” | for FY2026 | Company-defined | Dec 4, 2025 | 4 | Filing ↗ |
| New stores in the U.S. | “approximately 450” | for FY2026 | Company-defined | Dec 4, 2025 | 1 | Filing ↗ |
| New stores in the United States | “approximately 450” | for FY2026 | Company-defined | Mar 12, 2026 | 3 | Filing ↗ |
| New Unit Growth | “Approximately 2%” | for FY2026 | Company-defined | Mar 12, 2026 | 1 | Filing ↗ |
| Real estate projects | “approximately 4,730” | for FY2026 | Company-defined | Dec 4, 2025 | 4 | Filing ↗ |
| Relocated stores | “approximately 20” | for FY2026 | Company-defined | May 28, 2026 | 2 | Filing ↗ |
| Remodeled stores through Project Elevate | “approximately 2,250” | for FY2026 | Company-defined | May 28, 2026 | 1 | Filing ↗ |
| Remodeled stores through Project Renovate | “approximately 2,000” | for FY2026 | Company-defined | May 28, 2026 | 1 | Filing ↗ |
| Same-store sales growth | “approximately 2.5% to 2.9%” | for FY2026 | Company-defined | Mar 12, 2026 | 3 | Filing ↗ |
| Share repurchases | “up to $700 million” | for FY2026 | Declared action | Aug 27, 2026 | 1 | Filing ↗ |
| Store relocations | “approximately 20” | for FY2026 | Company-defined | Dec 4, 2025 | 2 | Filing ↗ |
| Stores fully remodeled through Project Renovate | “approximately 2,000” | for FY2026 | Company-defined | Dec 4, 2025 | 1 | Filing ↗ |
| Stores relocated | “approximately 20” | for FY2026 | Company-defined | Dec 4, 2025 | 2 | Filing ↗ |
| Stores remodeled through Project Elevate | “approximately 2,250” | for FY2026 | Company-defined | Dec 4, 2025 | 3 | Filing ↗ |
| Stores remodeled through Project Renovate | “approximately 2,000” | for FY2026 | Company-defined | Mar 12, 2026 | 2 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Operating Margin* | “Approximately 6% - 7%” | for FY2028 | GAAP-tied | Mar 11, 2025 | 2 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net Sales Growth | “Approximately 3.5% - 4%” | for the long term | GAAP-tied | Mar 12, 2026 | 1 | Filing ↗ |
| Diluted Earnings Per Share Growth* | “10%+” | for the long term | GAAP-tied | Mar 12, 2026 | 1 | Filing ↗ |
| Capital Expenditures | “Approximately 3% of Net Sales” | for the long term | Company-defined | Mar 12, 2026 | 1 | Filing ↗ |
| New Unit Growth | “Approximately 2%” | for the long term | Company-defined | Mar 12, 2026 | 1 | Filing ↗ |
| Same-Store Sales Growth | “Approximately 2% - 3%” | for the long term | Company-defined | Mar 12, 2026 | 1 | Filing ↗ |
Net sales growth, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Big-box & discount retail. What they guide on, and who reported this season.
| Best Buy | Aug 27, 2026 | 6 changes |
| Burlington Stores | Aug 27, 2026 | 19 changes |
| Dollar General | Aug 27, 2026 | 3 changes |
| Dollar Tree | Aug 27, 2026 | 4 changes |
| Ulta Beauty | Aug 27, 2026 | 3 changes |
| Dick's Sporting Goods | Aug 24, 2026 | 14 changes |
| BJ's Wholesale Club | Aug 21, 2026 | 1 change |
| Ross Stores | Aug 20, 2026 | 9 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2028 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|
| Net sales growth | — | 3 statements | 4 statements | 1 statement | 1 statement | — |
| Diluted Earnings Per Share Growth* | — | 2 statements | — | — | 1 statement | — |
| Diluted EPS | — | 3 statements | 4 statements | 1 statement | — | — |
| Diluted EPS effective tax rate assumption | — | 3 statements | — | 1 statement | — | — |
| Diluted EPS negative impact from expiration of Work Opportunity Tax Credit | — | 1 statement | — | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 27, 2026 | FY2027 Q2 | 0001104659-26-101918 | 15 | Open filing ↗ |
| May 28, 2026 | FY2027 Q1 | 0001104659-26-069198 | 13 | Open filing ↗ |
| Mar 12, 2026 | FY2026 Q4 | 0001104659-26-026697 | 22 | Open filing ↗ |
| Dec 4, 2025 | FY2026 Q3 | 0001104659-25-118286 | 20 | Open filing ↗ |
| Aug 28, 2025 | FY2026 Q2 | 0001104659-25-084297 | 15 | Open filing ↗ |
| May 29, 2025 | FY2026 Q1 | 0001104659-25-055706 | 13 | Open filing ↗ |
| Mar 11, 2025 | FY2025 Q4 | 0001104659-25-023210 | 16 | Open filing ↗ |
| Dec 5, 2024 | FY2025 Q3 | 0001104659-24-125759 | 19 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Net sales growth = approximately 3.7% to 4.7% | span gate: value not verbatim in filing | Dec 5, 2024 |
| Same-store sales growth = approximately 1.5% to 2.5% | span gate: value not verbatim in filing | Dec 5, 2024 |