20-quarter listed-company comparison

Discount Stores Stocks

Discount Stores: Walmart Inc. owns the largest revenue base; Ollie's Bargain Outlet Holdings, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Discount Stores moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 4% behind S&P 500. Earnings across its companies grew 9% on average over the last four reported quarters.

TURNING · ahead 2w✓Moving with the index5 of 9 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS ↑2w · 6/9 >200d (+2) · 5/9 lead (+3) · EPS 6/9↑

Discount Stores, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 9 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Discount Stores outperforming S&P 500?

Discount Stores has underperformed S&P 500 by 5.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 4.1%. 3 of 8 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. PriceSmart, Inc. is the strongest against the sector itself at +20.7%.

+4.1%Sector vs S&P 500 · 13 weeks

-5.2%Sector vs S&P 500 · 52 weeks

3/8Stocks leading S&P 500

3/8Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Discount Stores has underperformed S&P 500 by 5.2% over 52 weeks and 4.1% over 13 weeks. 3 of 8 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 8 beat the sector itself. Walmart Inc. leads with revenue of $725,305 million, based on 8 of 8 comparable companies through Jun 2026.

Companies

complete canonical membership

Combined market value

$1.5T

Walmart Inc.

Revenue growing

8/8

positive TTM year-on-year growth

Beating S&P 500

3/8

positive Mansfield relative strength

Comparing 5 of 8

03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Dollar Tree, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 75.3% evidence confidence.

Target Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Target Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1Dollar Tree, Inc.DLTR	66.4/100Favorable setup75% evidence	BREAKING OUT	24.3/35 Revenue 9.4% · PAT 15.8% · OPM change 1.2 pp 95% evidence	13.3/25 ROCE 4.6% · OPM 9.5% 76% evidence	11.5/20 P/E 14.8× · PEG — 15% evidence	17.3/20 RS sector 5.5% · RS bench 4.6% · 1Y 12.6%5 of 12 weeks ahead 100% evidence
Exact sum: 24.3 + 13.3 + 11.5 + 17.3 = 66.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Dollar General CorporationDG	56.8/100Mixed-positive evidence85% evidence	TURNING	22.7/35 Revenue 4.7% · PAT 35.5% · OPM change 0.4 pp 95% evidence	7.8/25 ROCE 2.6% · OPM 5.9% 76% evidence	16.1/20 P/E 16.2× · PEG 0.46 65% evidence	10.2/20 RS sector -4.3% · RS bench -5.4% · 1Y 9.4%2 of 12 weeks ahead 100% evidence
Exact sum: 22.7 + 7.8 + 16.1 + 10.2 = 56.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Ollie's Bargain Outlet Holdings, Inc.OLLI	52.7/100Mixed-positive evidence85% evidence	BASING	27.2/35 Revenue 16.8% · PAT 23.3% · OPM change 0.9 pp 95% evidence	9.9/25 ROCE 2.8% · OPM 10.6% 76% evidence	13.5/20 P/E 21.1× · PEG 0.86 65% evidence	2.1/20 RS sector -34.1% · RS bench -34.3% · 1Y -42.9%0 of 12 weeks ahead 100% evidence
Exact sum: 27.2 + 9.9 + 13.5 + 2.1 = 52.7 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -34.1% and the one-year return is -42.9%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
4PriceSmart, Inc.PSMT	50.7/100Mixed-positive evidence85% evidence	BREAKING OUT	18.6/35 Revenue 10.2% · PAT 11% · OPM change 0.1 pp 95% evidence	10.2/25 ROCE 4.2% · OPM 4.4% 76% evidence	5.0/20 P/E 32.6× · PEG 3.29 65% evidence	16.9/20 RS sector 20.7% · RS bench 19.8% · 1Y 72.8%10 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 10.2 + 5 + 16.9 = 50.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Target CorporationTGT	46.3/100Mixed-negative evidence85% evidence	TURNING	4.1/35 Revenue 0.5% · PAT -17.6% · OPM change -1.7 pp 95% evidence	9.4/25 ROCE 3% · OPM 4.5% 76% evidence	14.8/20 P/E 17× · PEG 0.8 65% evidence	18.0/20 RS sector 20.6% · RS bench 19.6% · 1Y 40.5%2 of 12 weeks ahead 100% evidence
Exact sum: 4.1 + 9.4 + 14.8 + 18 = 46.3 · Decision use: Price leads the evidence: RS versus the benchmark is 19.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
6BJ's Wholesale Club Holdings, Inc.BJ	36.5/100Mixed-negative evidence85% evidence	BASING	10.6/35 Revenue 5.9% · PAT -0.3% · OPM change -0.3 pp 95% evidence	10.2/25 ROCE 4.4% · OPM 3.7% 76% evidence	7.8/20 P/E 21.5× · PEG 2.22 65% evidence	7.9/20 RS sector -7.1% · RS bench -7.7% · 1Y -10.6%0 of 12 weeks ahead 100% evidence
Exact sum: 10.6 + 10.2 + 7.8 + 7.9 = 36.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Costco Wholesale CorporationCOST	35.3/100Mixed-negative evidence85% evidence	BASING	14.9/35 Revenue 9.2% · PAT 12.7% · OPM change 0 pp 95% evidence	13.7/25 ROCE 6.8% · OPM 4% 76% evidence	3.5/20 P/E 50.7× · PEG 3.98 65% evidence	3.2/20 RS sector -10.5% · RS bench -11% · 1Y -3.4%0 of 12 weeks ahead 100% evidence
Exact sum: 14.9 + 13.7 + 3.5 + 3.2 = 35.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Walmart Inc.WMT	34.9/100Adverse evidence85% evidence	BASING	15.4/35 Revenue 5.9% · PAT 18.6% · OPM change -0.1 pp 95% evidence	10.4/25 ROCE 4.5% · OPM 4.2% 76% evidence	7.8/20 P/E 46.3× · PEG 2.12 65% evidence	1.3/20 RS sector -12.1% · RS bench -12.8% · 1Y 7.5%0 of 12 weeks ahead 100% evidence
Exact sum: 15.4 + 10.4 + 7.8 + 1.3 = 34.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

04 · what price has already done

Market action

PriceSmart, Inc. has the strongest one-year price move in Discount Stores at +72.8%. It also leads on Mansfield relative strength against the S&P 500 at +19.8%. 3 of 8 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Walmart Inc. has the highest Revenue among the 8 Discount Stores companies compared here, at $725,305 million. Costco Wholesale Corporation is next at $293,587 million. Ollie's Bargain Outlet Holdings, Inc. has the highest Revenue growth at 16.8%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Walmart Inc. is the scale leader at $725,305 million, 147% ahead of Costco Wholesale Corporation. Ollie's Bargain Outlet Holdings, Inc.'s growth is 16.8% from a $2,732 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderWalmart Inc. · $725,305 million

Gap147% versus #2 · Costco Wholesale Corporation

Persistence8/8 recent comparable periods

Coverage8/8 companies · 160 observations

Investor read: Walmart Inc. is the scale benchmark; Ollie's Bargain Outlet Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Walmart Inc.'s growth falls below Ollie's Bargain Outlet Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1Walmart Inc. WMT$725.3B

2Costco Wholesale Corporation COST$293.6B

3Target Corporation TGT$106.4B

4Dollar General Corporation DG$43.1B

5BJ's Wholesale Club Holdings, Inc. BJ$22.0B

Revenue growthfastest growers

1Ollie's Bargain Outlet Holdings, Inc. OLLI17%

2PriceSmart, Inc. PSMT10%

3Dollar Tree, Inc. DLTR9.4%

4Costco Wholesale Corporation COST9.2%

5BJ's Wholesale Club Holdings, Inc. BJ5.9%

Revenue · company comparison

8/8 level · 8/8 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
Walmart Inc. WMT	$177.8B	7.3%	Jun 2026
Costco Wholesale Corporation COST	$70.5B	12%	Jun 2026
Target Corporation TGT	$25.4B	6.7%	Jun 2026
Dollar General Corporation DG	$10.8B	3.4%	Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ	$5.7B	9.9%	Jun 2026
Dollar Tree, Inc. DLTR	$5.0B	7.2%	Jun 2026
PriceSmart, Inc. PSMT	$1.5B	13%	Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI	$659M	14%	Jun 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021$4.2B

Dec 2021$4.3B

Mar 2022$4.4B

Jun 2022$4.5B

Sep 2022$5.1B

Dec 2022$4.8B

Mar 2023$4.9B

Jun 2023$4.7B

Sep 2023$5.0B

Dec 2023$4.9B

Mar 2024$5.4B

Jun 2024$4.9B

Sep 2024$5.2B

Dec 2024$5.1B

Mar 2025$5.3B

Jun 2025$5.2B

Sep 2025$5.4B

Dec 2025$5.3B

Mar 2026$5.6B

Jun 2026$5.7B

Costco Wholesale Corporation · COST

Sep 2021$62.7B

Dec 2021$50.4B

Mar 2022$51.9B

Jun 2022$52.6B

Sep 2022$72.1B

Dec 2022$54.4B

Mar 2023$55.3B

Jun 2023$53.6B

Sep 2023$78.9B

Dec 2023$57.8B

Mar 2024$58.4B

Jun 2024$58.5B

Sep 2024$79.7B

Dec 2024$62.2B

Mar 2025$63.7B

Jun 2025$63.2B

Sep 2025$86.2B

Dec 2025$67.3B

Mar 2026$69.6B

Jun 2026$70.5B

Dollar General Corporation · DG

Sep 2021$8.7B

Dec 2021$8.5B

Mar 2022$8.7B

Jun 2022$8.8B

Sep 2022$9.4B

Dec 2022$9.5B

Mar 2023$10.2B

Jun 2023$9.3B

Sep 2023$9.8B

Dec 2023$9.7B

Mar 2024$9.9B

Jun 2024$9.9B

Sep 2024$10.2B

Dec 2024$10.2B

Mar 2025$10.3B

Jun 2025$10.4B

Sep 2025$10.7B

Dec 2025$10.7B

Mar 2026$10.9B

Jun 2026$10.8B

Dollar Tree, Inc. · DLTR

Sep 2021$6.3B

Dec 2021$6.4B

Mar 2022$7.1B

Jun 2022$6.9B

Sep 2022$6.8B

Dec 2022$6.9B

Mar 2023$7.7B

Jun 2023$7.3B

Sep 2023$7.3B

Dec 2023$7.3B

Mar 2024$8.6B

Jun 2024$4.2B

Sep 2024$4.1B

Dec 2024$4.3B

Mar 2025$5.0B

Jun 2025$4.6B

Sep 2025$4.6B

Dec 2025$4.8B

Mar 2026$5.5B

Jun 2026$5.0B

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021$416M

Dec 2021$383M

Mar 2022$501M

Jun 2022$407M

Sep 2022$452M

Dec 2022$418M

Mar 2023$550M

Jun 2023$459M

Sep 2023$515M

Dec 2023$480M

Mar 2024$649M

Jun 2024$509M

Sep 2024$578M

Dec 2024$517M

Mar 2025$667M

Jun 2025$577M

Sep 2025$680M

Dec 2025$614M

Mar 2026$779M

Jun 2026$659M

PriceSmart, Inc. · PSMT

Sep 2021$910M

Dec 2021$975M

Mar 2022$1.0B

Jun 2022$1.0B

Sep 2022$1.0B

Dec 2022$1.1B

Mar 2023$1.1B

Jun 2023$1.1B

Sep 2023$1.1B

Dec 2023$1.2B

Mar 2024$1.3B

Jun 2024$1.2B

Sep 2024$1.2B

Dec 2024$1.3B

Mar 2025$1.4B

Jun 2025$1.3B

Sep 2025$1.3B

Dec 2025$1.4B

Mar 2026$1.5B

Jun 2026$1.5B

Target Corporation · TGT

Sep 2021$25.2B

Dec 2021$25.7B

Mar 2022$31.0B

Jun 2022$25.2B

Sep 2022$26.0B

Dec 2022$26.5B

Mar 2023$32.5B

Jun 2023$25.3B

Sep 2023$24.8B

Dec 2023$25.4B

Mar 2024$33.1B

Jun 2024$24.5B

Sep 2024$25.5B

Dec 2024$25.7B

Mar 2025$30.9B

Jun 2025$23.8B

Sep 2025$25.2B

Dec 2025$25.3B

Mar 2026$30.5B

Jun 2026$25.4B

Walmart Inc. · WMT

Sep 2021$141.0B

Dec 2021$140.5B

Mar 2022$152.9B

Jun 2022$141.6B

Sep 2022$152.9B

Dec 2022$152.8B

Mar 2023$164.0B

Jun 2023$152.3B

Sep 2023$161.6B

Dec 2023$160.8B

Mar 2024$173.4B

Jun 2024$161.5B

Sep 2024$169.3B

Dec 2024$169.6B

Mar 2025$180.6B

Jun 2025$165.6B

Sep 2025$177.4B

Dec 2025$179.5B

Mar 2026$190.7B

Jun 2026$177.8B

Revenue growth · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202222%

Dec 202212%

Mar 202313%

Jun 20235.1%

Sep 2023-2.7%

Dec 20232.9%

Mar 20248.7%

Jun 20244.2%

Sep 20244.9%

Dec 20243.5%

Mar 2025-1.5%

Jun 20254.8%

Sep 20253.4%

Dec 20254.9%

Mar 20265.6%

Jun 20269.9%

Costco Wholesale Corporation · COST

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202215%

Dec 20228.1%

Mar 20236.5%

Jun 20232.0%

Sep 20239.5%

Dec 20236.2%

Mar 20245.8%

Jun 20249.1%

Sep 20241.0%

Dec 20247.5%

Mar 20259.0%

Jun 20258.0%

Sep 20258.1%

Dec 20258.3%

Mar 20269.2%

Jun 202612%

Dollar General Corporation · DG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20229.0%

Dec 202211%

Mar 202318%

Jun 20236.8%

Sep 20233.9%

Dec 20232.4%

Mar 2024-3.4%

Jun 20246.1%

Sep 20244.2%

Dec 20245.0%

Mar 20254.5%

Jun 20255.3%

Sep 20255.1%

Dec 20254.6%

Mar 20265.9%

Jun 20263.4%

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20226.7%

Dec 20228.1%

Mar 20239.0%

Jun 20236.1%

Sep 20238.2%

Dec 20235.4%

Mar 202412%

Jun 2024-43%

Sep 2024-44%

Dec 2024-41%

Mar 2025-42%

Jun 202511%

Sep 202512%

Dec 20259.4%

Mar 20269.0%

Jun 20267.2%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20228.7%

Dec 20229.1%

Mar 20239.8%

Jun 202313%

Sep 202314%

Dec 202315%

Mar 202418%

Jun 202411%

Sep 202412%

Dec 20247.7%

Mar 20252.8%

Jun 202513%

Sep 202518%

Dec 202519%

Mar 202617%

Jun 202614%

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202212%

Dec 20228.2%

Mar 20239.9%

Jun 20236.4%

Sep 20239.5%

Dec 202311%

Mar 202413%

Jun 202412%

Sep 20249.7%

Dec 20247.9%

Mar 20255.6%

Jun 20257.2%

Sep 20258.6%

Dec 20259.9%

Mar 20269.7%

Jun 202613%

Target Corporation · TGT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20223.5%

Dec 20223.4%

Mar 20234.9%

Jun 20230.6%

Sep 2023-4.9%

Dec 2023-4.2%

Mar 20241.7%

Jun 2024-3.1%

Sep 20242.7%

Dec 20241.1%

Mar 2025-6.5%

Jun 2025-2.8%

Sep 2025-1.0%

Dec 2025-1.6%

Mar 2026-1.5%

Jun 20266.7%

Walmart Inc. · WMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20228.4%

Dec 20228.7%

Mar 20237.3%

Jun 20237.6%

Sep 20235.7%

Dec 20235.2%

Mar 20245.7%

Jun 20246.1%

Sep 20244.8%

Dec 20245.5%

Mar 20254.1%

Jun 20252.5%

Sep 20254.8%

Dec 20255.8%

Mar 20265.6%

Jun 20267.3%

06 · compare level, then change

Operating Economics & Margin Trend

Ollie's Bargain Outlet Holdings, Inc. has the highest OPM among the 8 Discount Stores companies compared here, at 10.6%. Dollar Tree, Inc. is next at 9.5%. Dollar Tree, Inc. has the highest Margin change at +1.2 percentage points, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Ollie's Bargain Outlet Holdings, Inc. leads opm at 10.6%; Dollar Tree, Inc. leads margin change at +1.2 percentage points.

LeaderOllie's Bargain Outlet Holdings, Inc. · 10.6%

Gap11.6% versus #2 · Dollar Tree, Inc.

Persistence6/8 recent comparable periods

Coverage8/8 companies · 160 observations

Investor read: Ollie's Bargain Outlet Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1Ollie's Bargain Outlet Holdings, Inc. OLLI11%

2Dollar Tree, Inc. DLTR9.5%

3Dollar General Corporation DG5.9%

4Target Corporation TGT4.5%

5PriceSmart, Inc. PSMT4.4%

Margin changefastest expanders

1Dollar Tree, Inc. DLTR+1.2 pp

2Ollie's Bargain Outlet Holdings, Inc. OLLI+0.9 pp

3Dollar General Corporation DG+0.4 pp

4PriceSmart, Inc. PSMT+0.1 pp

5Costco Wholesale Corporation COST0.0 pp

Operating margin · company comparison

8/8 level · 8/8 change

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
Ollie's Bargain Outlet Holdings, Inc. OLLI	11%	+0.9 pp	Jun 2026
Dollar Tree, Inc. DLTR	9.5%	+1.2 pp	Jun 2026
Dollar General Corporation DG	5.9%	+0.4 pp	Jun 2026
Target Corporation TGT	4.5%	−1.7 pp	Jun 2026
PriceSmart, Inc. PSMT	4.4%	+0.1 pp	Jun 2026
Walmart Inc. WMT	4.2%	−0.1 pp	Jun 2026
Costco Wholesale Corporation COST	4.0%	0.0 pp	Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ	3.7%	−0.3 pp	Jun 2026

Full 20-quarter history · every available company

OPM · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 20213.9%

Dec 20214.0%

Mar 20223.6%

Jun 20223.3%

Sep 20224.0%

Dec 20224.0%

Mar 20233.9%

Jun 20234.0%

Sep 20234.0%

Dec 20234.0%

Mar 20244.0%

Jun 20243.3%

Sep 20243.9%

Dec 20244.5%

Mar 20253.4%

Jun 20254.0%

Sep 20254.0%

Dec 20254.1%

Mar 20263.2%

Jun 20263.7%

Costco Wholesale Corporation · COST

Sep 20213.6%

Dec 20213.4%

Mar 20223.5%

Jun 20223.4%

Sep 20223.5%

Dec 20223.2%

Mar 20233.4%

Jun 20233.1%

Sep 20233.5%

Dec 20233.4%

Mar 20243.5%

Jun 20243.8%

Sep 20243.8%

Dec 20243.5%

Mar 20253.6%

Jun 20254.0%

Sep 20253.9%

Dec 20253.7%

Mar 20263.7%

Jun 20264.0%

Dollar General Corporation · DG

Sep 20219.8%

Dec 20217.8%

Mar 20229.2%

Jun 20228.5%

Sep 20229.7%

Dec 20227.8%

Mar 20239.1%

Jun 20237.9%

Sep 20237.1%

Dec 20234.5%

Mar 20245.9%

Jun 20245.5%

Sep 20245.4%

Dec 20243.2%

Mar 20252.9%

Jun 20255.5%

Sep 20255.6%

Dec 20254.0%

Mar 20265.6%

Jun 20265.9%

Dollar Tree, Inc. · DLTR

Sep 20216.3%

Dec 20214.8%

Mar 20228.2%

Jun 202211%

Sep 20227.5%

Dec 20225.5%

Mar 20238.0%

Jun 20235.7%

Sep 20233.9%

Dec 20234.1%

Mar 2024-22%

Jun 20249.2%

Sep 20245.3%

Dec 20247.6%

Mar 202511%

Jun 20258.3%

Sep 20255.1%

Dec 20257.2%

Mar 202613%

Jun 20269.5%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 202111%

Dec 20217.9%

Mar 202212%

Jun 20224.2%

Sep 20223.7%

Dec 20227.1%

Mar 202312%

Jun 20238.4%

Sep 202310%

Dec 20238.1%

Mar 202415%

Jun 202411%

Sep 202411%

Dec 20248.6%

Mar 202513%

Jun 20259.7%

Sep 202511%

Dec 20259.0%

Mar 202614%

Jun 202611%

PriceSmart, Inc. · PSMT

Sep 20213.6%

Dec 20214.7%

Mar 20224.7%

Jun 20223.3%

Sep 20223.8%

Dec 20225.3%

Mar 20234.7%

Jun 20233.9%

Sep 20232.9%

Dec 20235.0%

Mar 20244.9%

Jun 20244.1%

Sep 20244.0%

Dec 20244.6%

Mar 20254.8%

Jun 20254.3%

Sep 20254.0%

Dec 20254.6%

Mar 20265.0%

Jun 20264.4%

Target Corporation · TGT

Sep 20219.8%

Dec 20217.8%

Mar 20226.8%

Jun 20225.3%

Sep 20221.2%

Dec 20223.9%

Mar 20233.6%

Jun 20235.2%

Sep 20234.8%

Dec 20235.2%

Mar 20245.6%

Jun 20245.3%

Sep 20246.4%

Dec 20244.6%

Mar 20254.7%

Jun 20256.2%

Sep 20255.2%

Dec 20253.8%

Mar 20264.5%

Jun 20264.5%

Walmart Inc. · WMT

Sep 20215.2%

Dec 20214.1%

Mar 20223.9%

Jun 20223.8%

Sep 20224.5%

Dec 20221.8%

Mar 20233.4%

Jun 20234.1%

Sep 20234.5%

Dec 20233.9%

Mar 20244.2%

Jun 20244.2%

Sep 20244.7%

Dec 20244.0%

Mar 20254.4%

Jun 20254.3%

Sep 20254.1%

Dec 20253.7%

Mar 20264.6%

Jun 20264.2%

Margin change · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.1 pp

Dec 20220.0 pp

Mar 2023+0.3 pp

Jun 2023+0.7 pp

Sep 20230.0 pp

Dec 20230.0 pp

Mar 2024+0.1 pp

Jun 2024−0.7 pp

Sep 2024−0.1 pp

Dec 2024+0.5 pp

Mar 2025−0.6 pp

Jun 2025+0.7 pp

Sep 2025+0.1 pp

Dec 2025−0.4 pp

Mar 2026−0.2 pp

Jun 2026−0.3 pp

Costco Wholesale Corporation · COST

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.1 pp

Dec 2022−0.2 pp

Mar 2023−0.1 pp

Jun 2023−0.3 pp

Sep 20230.0 pp

Dec 2023+0.2 pp

Mar 2024+0.1 pp

Jun 2024+0.7 pp

Sep 2024+0.3 pp

Dec 2024+0.1 pp

Mar 2025+0.1 pp

Jun 2025+0.2 pp

Sep 2025+0.1 pp

Dec 2025+0.2 pp

Mar 2026+0.1 pp

Jun 20260.0 pp

Dollar General Corporation · DG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.1 pp

Dec 20220.0 pp

Mar 2023−0.1 pp

Jun 2023−0.6 pp

Sep 2023−2.6 pp

Dec 2023−3.3 pp

Mar 2024−3.2 pp

Jun 2024−2.4 pp

Sep 2024−1.7 pp

Dec 2024−1.3 pp

Mar 2025−3.0 pp

Jun 20250.0 pp

Sep 2025+0.2 pp

Dec 2025+0.8 pp

Mar 2026+2.7 pp

Jun 2026+0.4 pp

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.2 pp

Dec 2022+0.7 pp

Mar 2023−0.2 pp

Jun 2023−4.9 pp

Sep 2023−3.6 pp

Dec 2023−1.4 pp

Mar 2024−29.9 pp

Jun 2024+3.5 pp

Sep 2024+1.4 pp

Dec 2024+3.5 pp

Mar 2025+32.6 pp

Jun 2025−0.9 pp

Sep 2025−0.2 pp

Dec 2025−0.4 pp

Mar 2026+2.0 pp

Jun 2026+1.2 pp

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−7.3 pp

Dec 2022−0.8 pp

Mar 2023+0.8 pp

Jun 2023+4.2 pp

Sep 2023+6.5 pp

Dec 2023+1.0 pp

Mar 2024+2.7 pp

Jun 2024+2.7 pp

Sep 2024+0.3 pp

Dec 2024+0.5 pp

Mar 2025−1.8 pp

Jun 2025−1.4 pp

Sep 2025+0.8 pp

Dec 2025+0.4 pp

Mar 2026+0.8 pp

Jun 2026+0.9 pp

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.2 pp

Dec 2022+0.6 pp

Mar 20230.0 pp

Jun 2023+0.6 pp

Sep 2023−0.9 pp

Dec 2023−0.3 pp

Mar 2024+0.2 pp

Jun 2024+0.2 pp

Sep 2024+1.1 pp

Dec 2024−0.4 pp

Mar 2025−0.1 pp

Jun 2025+0.2 pp

Sep 20250.0 pp

Dec 20250.0 pp

Mar 2026+0.2 pp

Jun 2026+0.1 pp

Target Corporation · TGT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−8.6 pp

Dec 2022−3.9 pp

Mar 2023−3.2 pp

Jun 2023−0.1 pp

Sep 2023+3.6 pp

Dec 2023+1.3 pp

Mar 2024+2.0 pp

Jun 2024+0.1 pp

Sep 2024+1.6 pp

Dec 2024−0.6 pp

Mar 2025−0.9 pp

Jun 2025+0.9 pp

Sep 2025−1.2 pp

Dec 2025−0.8 pp

Mar 2026−0.2 pp

Jun 2026−1.7 pp

Walmart Inc. · WMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.7 pp

Dec 2022−2.3 pp

Mar 2023−0.5 pp

Jun 2023+0.3 pp

Sep 20230.0 pp

Dec 2023+2.1 pp

Mar 2024+0.8 pp

Jun 2024+0.1 pp

Sep 2024+0.2 pp

Dec 2024+0.1 pp

Mar 2025+0.2 pp

Jun 2025+0.1 pp

Sep 2025−0.6 pp

Dec 2025−0.3 pp

Mar 2026+0.2 pp

Jun 2026−0.1 pp

07 · compare level, then change

Profit Scale & Acceleration

Walmart Inc. has the highest Net profit among the 8 Discount Stores companies compared here, at $23,121 million. Costco Wholesale Corporation is next at $8,838 million. Dollar General Corporation has the highest Profit growth at 35.5%, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Walmart Inc. leads with $23,121 million of TTM profit, 161.6% above Costco Wholesale Corporation. Dollar General Corporation shows 35.5% growth from a $1,564 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderWalmart Inc. · $23,121 million

Gap161.6% versus #2 · Costco Wholesale Corporation

Persistence4/8 recent comparable periods

Coverage8/8 companies · 160 observations

Investor read: Walmart Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1Walmart Inc. WMT$23.1B

2Costco Wholesale Corporation COST$8.8B

3Target Corporation TGT$3.5B

4Dollar General Corporation DG$1.6B

5Dollar Tree, Inc. DLTR$1.3B

Profit growthfastest growers

1Dollar General Corporation DG36%

2Ollie's Bargain Outlet Holdings, Inc. OLLI23%

3Walmart Inc. WMT19%

4Dollar Tree, Inc. DLTR16%

5Costco Wholesale Corporation COST13%

Net profit · company comparison

8/8 level · 8/8 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
Walmart Inc. WMT	$5.5B	18%	Jun 2026
Costco Wholesale Corporation COST	$2.2B	15%	Jun 2026
Target Corporation TGT	$781M	-25%	Jun 2026
Dollar General Corporation DG	$444M	13%	Jun 2026
Dollar Tree, Inc. DLTR	$347M	11%	Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ	$143M	-4.7%	Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI	$56M	17%	Jun 2026
PriceSmart, Inc. PSMT	$40M	14%	Jun 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021$111M

Dec 2021$127M

Mar 2022$108M

Jun 2022$112M

Sep 2022$141M

Dec 2022$131M

Mar 2023$129M

Jun 2023$116M

Sep 2023$131M

Dec 2023$130M

Mar 2024$146M

Jun 2024$111M

Sep 2024$145M

Dec 2024$156M

Mar 2025$123M

Jun 2025$150M

Sep 2025$151M

Dec 2025$152M

Mar 2026$126M

Jun 2026$143M

Costco Wholesale Corporation · COST

Sep 2021$1.7B

Dec 2021$1.3B

Mar 2022$1.3B

Jun 2022$1.4B

Sep 2022$1.9B

Dec 2022$1.4B

Mar 2023$1.5B

Jun 2023$1.3B

Sep 2023$2.2B

Dec 2023$1.6B

Mar 2024$1.7B

Jun 2024$1.7B

Sep 2024$2.4B

Dec 2024$1.8B

Mar 2025$1.8B

Jun 2025$1.9B

Sep 2025$2.6B

Dec 2025$2.0B

Mar 2026$2.0B

Jun 2026$2.2B

Dollar General Corporation · DG

Sep 2021$637M

Dec 2021$487M

Mar 2022$597M

Jun 2022$553M

Sep 2022$678M

Dec 2022$526M

Mar 2023$659M

Jun 2023$514M

Sep 2023$469M

Dec 2023$276M

Mar 2024$402M

Jun 2024$363M

Sep 2024$374M

Dec 2024$197M

Mar 2025$191M

Jun 2025$392M

Sep 2025$411M

Dec 2025$283M

Mar 2026$426M

Jun 2026$444M

Dollar Tree, Inc. · DLTR

Sep 2021$282M

Dec 2021$217M

Mar 2022$454M

Jun 2022$536M

Sep 2022$360M

Dec 2022$267M

Mar 2023$450M

Jun 2023$299M

Sep 2023$200M

Dec 2023$212M

Mar 2024$-1.7B

Jun 2024$268M

Sep 2024$142M

Dec 2024$232M

Mar 2025$400M

Jun 2025$314M

Sep 2025$156M

Dec 2025$245M

Mar 2026$512M

Jun 2026$347M

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021$34M

Dec 2021$23M

Mar 2022$45M

Jun 2022$13M

Sep 2022$14M

Dec 2022$23M

Mar 2023$53M

Jun 2023$31M

Sep 2023$42M

Dec 2023$32M

Mar 2024$76M

Jun 2024$46M

Sep 2024$49M

Dec 2024$36M

Mar 2025$69M

Jun 2025$48M

Sep 2025$61M

Dec 2025$46M

Mar 2026$86M

Jun 2026$56M

PriceSmart, Inc. · PSMT

Sep 2021$19M

Dec 2021$31M

Mar 2022$31M

Jun 2022$19M

Sep 2022$23M

Dec 2022$33M

Mar 2023$31M

Jun 2023$30M

Sep 2023$15M

Dec 2023$38M

Mar 2024$39M

Jun 2024$32M

Sep 2024$29M

Dec 2024$37M

Mar 2025$44M

Jun 2025$35M

Sep 2025$32M

Dec 2025$40M

Mar 2026$49M

Jun 2026$40M

Target Corporation · TGT

Sep 2021$1.8B

Dec 2021$1.5B

Mar 2022$1.5B

Jun 2022$1.0B

Sep 2022$183M

Dec 2022$712M

Mar 2023$876M

Jun 2023$950M

Sep 2023$835M

Dec 2023$971M

Mar 2024$1.4B

Jun 2024$942M

Sep 2024$1.2B

Dec 2024$854M

Mar 2025$1.1B

Jun 2025$1.0B

Sep 2025$935M

Dec 2025$689M

Mar 2026$1.0B

Jun 2026$781M

Walmart Inc. · WMT

Sep 2021$4.4B

Dec 2021$3.1B

Mar 2022$3.6B

Jun 2022$2.1B

Sep 2022$5.1B

Dec 2022$-1.8B

Mar 2023$5.8B

Jun 2023$1.9B

Sep 2023$8.1B

Dec 2023$643M

Mar 2024$5.7B

Jun 2024$5.3B

Sep 2024$4.7B

Dec 2024$4.7B

Mar 2025$5.4B

Jun 2025$4.6B

Sep 2025$7.2B

Dec 2025$6.1B

Mar 2026$4.4B

Jun 2026$5.5B

Profit growth · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202227%

Dec 20223.2%

Mar 202319%

Jun 20233.6%

Sep 2023-7.1%

Dec 2023-0.8%

Mar 202413%

Jun 2024-4.3%

Sep 202411%

Dec 202420%

Mar 2025-16%

Jun 202535%

Sep 20254.1%

Dec 2025-2.6%

Mar 20262.4%

Jun 2026-4.7%

Costco Wholesale Corporation · COST

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202211%

Dec 20221.4%

Mar 202311%

Jun 2023-5.1%

Sep 202315%

Dec 202317%

Mar 202419%

Jun 202429%

Sep 20249.0%

Dec 202413%

Mar 20252.6%

Jun 202513%

Sep 202511%

Dec 202511%

Mar 202614%

Jun 202615%

Dollar General Corporation · DG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20226.4%

Dec 20228.0%

Mar 202310%

Jun 2023-7.1%

Sep 2023-31%

Dec 2023-48%

Mar 2024-39%

Jun 2024-29%

Sep 2024-20%

Dec 2024-29%

Mar 2025-52%

Jun 20258.0%

Sep 20259.9%

Dec 202544%

Mar 2026123%

Jun 202613%

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202228%

Dec 202223%

Mar 2023-0.9%

Jun 2023-44%

Sep 2023-44%

Dec 2023-21%

Mar 2024-480%

Jun 2024-10%

Sep 2024-29%

Dec 20249.4%

Mar 2025—

Jun 202517%

Sep 20259.9%

Dec 20255.6%

Mar 202628%

Jun 202611%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-59%

Dec 20220.0%

Mar 202318%

Jun 2023138%

Sep 2023200%

Dec 202339%

Mar 202443%

Jun 202448%

Sep 202417%

Dec 202413%

Mar 2025-9.2%

Jun 20254.4%

Sep 202524%

Dec 202528%

Mar 202625%

Jun 202617%

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202221%

Dec 20226.5%

Mar 20230.0%

Jun 202358%

Sep 2023-35%

Dec 202315%

Mar 202426%

Jun 20246.7%

Sep 202493%

Dec 2024-2.6%

Mar 202513%

Jun 20259.4%

Sep 202510%

Dec 20258.1%

Mar 202611%

Jun 202614%

Target Corporation · TGT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-90%

Dec 2022-52%

Mar 2023-43%

Jun 2023-5.9%

Sep 2023356%

Dec 202336%

Mar 202458%

Jun 2024-0.8%

Sep 202443%

Dec 2024-12%

Mar 2025-20%

Jun 202510.0%

Sep 2025-22%

Dec 2025-19%

Mar 2026-5.3%

Jun 2026-25%

Walmart Inc. · WMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202218%

Dec 2022-156%

Mar 202360%

Jun 2023-9.8%

Sep 202356%

Dec 2023—

Mar 2024-2.3%

Jun 2024180%

Sep 2024-42%

Dec 2024633%

Mar 2025-4.5%

Jun 2025-13%

Sep 202552%

Dec 202529%

Mar 2026-19%

Jun 202618%

08 · compare level, then change

Return On Capital Employed

Costco Wholesale Corporation has the highest ROCE among the 8 Discount Stores companies compared here, at 6.8%. Dollar Tree, Inc. is next at 4.6%. Dollar Tree, Inc. has the highest ROCE change at +1.8 percentage points, so level and change sit with different companies. 8 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Costco Wholesale Corporation leads ROCE at 6.8%, 2.2 percentage points above Dollar Tree, Inc.. Dollar Tree, Inc. has the strongest latest improvement at +1.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderCostco Wholesale Corporation · 6.8%

Gap47.8% versus #2 · Dollar Tree, Inc.

Persistence6/8 recent comparable periods

Coverage8/8 companies · 152 observations

Investor read: Costco Wholesale Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Costco Wholesale Corporation COST6.8%

2Dollar Tree, Inc. DLTR4.6%

3Walmart Inc. WMT4.5%

4BJ's Wholesale Club Holdings, Inc. BJ4.4%

5PriceSmart, Inc. PSMT4.2%

ROCE changefastest improvers

1Dollar Tree, Inc. DLTR+1.8 pp

2Dollar General Corporation DG+0.2 pp

3Ollie's Bargain Outlet Holdings, Inc. OLLI+0.2 pp

4PriceSmart, Inc. PSMT+0.1 pp

5Walmart Inc. WMT0.0 pp

Return on capital · company comparison

8/8 level · 8/8 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
Costco Wholesale Corporation COST	6.8%	−0.4 pp	Jun 2026
Dollar Tree, Inc. DLTR	4.6%	+1.8 pp	Jun 2026
Walmart Inc. WMT	4.5%	0.0 pp	Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ	4.4%	−0.2 pp	Jun 2026
PriceSmart, Inc. PSMT	4.2%	+0.1 pp	Jun 2026
Target Corporation TGT	3.0%	−1.1 pp	Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI	2.8%	+0.2 pp	Jun 2026
Dollar General Corporation DG	2.6%	+0.2 pp	Jun 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 20214.9%

Mar 20224.5%

Jun 20224.2%

Sep 20225.5%

Dec 20225.1%

Mar 20235.2%

Jun 20234.9%

Sep 20235.1%

Dec 20235.0%

Mar 20245.3%

Jun 20243.9%

Sep 20244.8%

Dec 20245.4%

Mar 20254.1%

Jun 20254.6%

Sep 20254.7%

Dec 20254.7%

Mar 20263.8%

Jun 20264.4%

Costco Wholesale Corporation · COST

Sep 2021—

Dec 20215.8%

Mar 20226.1%

Jun 20225.8%

Sep 20228.1%

Dec 20225.5%

Mar 20235.8%

Jun 20235.0%

Sep 20238.2%

Dec 20235.7%

Mar 20246.3%

Jun 20246.5%

Sep 20248.7%

Dec 20246.1%

Mar 20256.8%

Jun 20257.2%

Sep 20259.0%

Dec 20256.5%

Mar 20266.6%

Jun 20266.8%

Dollar General Corporation · DG

Sep 2021—

Dec 20213.3%

Mar 20223.9%

Jun 20223.7%

Sep 20224.5%

Dec 20223.4%

Mar 20234.3%

Jun 20233.4%

Sep 20233.1%

Dec 20231.9%

Mar 20242.5%

Jun 20242.3%

Sep 20242.2%

Dec 20241.3%

Mar 20251.2%

Jun 20252.4%

Sep 20252.4%

Dec 20251.7%

Mar 20262.5%

Jun 20262.6%

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 20211.8%

Mar 20223.4%

Jun 20224.2%

Sep 20222.9%

Dec 20222.2%

Mar 20233.4%

Jun 20232.3%

Sep 20231.5%

Dec 20231.6%

Mar 2024-11%

Jun 20242.1%

Sep 20241.2%

Dec 20241.8%

Mar 20253.9%

Jun 20252.8%

Sep 20251.7%

Dec 20252.6%

Mar 20266.8%

Jun 20264.6%

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 20211.8%

Mar 20223.3%

Jun 20221.0%

Sep 20220.9%

Dec 20221.7%

Mar 20233.9%

Jun 20232.2%

Sep 20232.9%

Dec 20232.1%

Mar 20245.2%

Jun 20243.0%

Sep 20243.1%

Dec 20242.2%

Mar 20254.1%

Jun 20252.6%

Sep 20253.4%

Dec 20252.4%

Mar 20264.5%

Jun 20262.8%

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 20214.0%

Mar 20224.1%

Jun 20222.9%

Sep 20223.2%

Dec 20224.5%

Mar 20234.3%

Jun 20233.4%

Sep 20232.5%

Dec 20234.5%

Mar 20244.8%

Jun 20243.7%

Sep 20243.6%

Dec 20244.3%

Mar 20254.8%

Jun 20254.1%

Sep 20253.7%

Dec 20254.2%

Mar 20265.0%

Jun 20264.2%

Target Corporation · TGT

Sep 2021—

Dec 20216.4%

Mar 20226.6%

Jun 20224.3%

Sep 20221.0%

Dec 20223.3%

Mar 20233.5%

Jun 20234.1%

Sep 20233.7%

Dec 20234.0%

Mar 20245.3%

Jun 20243.7%

Sep 20244.7%

Dec 20243.3%

Mar 20254.0%

Jun 20254.1%

Sep 20253.5%

Dec 20252.5%

Mar 20263.7%

Jun 20263.0%

Walmart Inc. · WMT

Sep 2021—

Dec 20213.6%

Mar 20223.7%

Jun 20223.5%

Sep 20224.5%

Dec 20221.8%

Mar 20233.6%

Jun 20234.2%

Sep 20234.8%

Dec 20234.1%

Mar 20244.7%

Jun 20244.4%

Sep 20245.0%

Dec 20244.2%

Mar 20254.8%

Jun 20254.5%

Sep 20254.5%

Dec 20254.0%

Mar 20265.1%

Jun 20264.5%

ROCE change · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.2 pp

Mar 2023+0.7 pp

Jun 2023+0.7 pp

Sep 2023−0.4 pp

Dec 2023−0.1 pp

Mar 2024+0.1 pp

Jun 2024−1.0 pp

Sep 2024−0.3 pp

Dec 2024+0.4 pp

Mar 2025−1.2 pp

Jun 2025+0.7 pp

Sep 2025−0.1 pp

Dec 2025−0.7 pp

Mar 2026−0.3 pp

Jun 2026−0.2 pp

Costco Wholesale Corporation · COST

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.3 pp

Mar 2023−0.3 pp

Jun 2023−0.8 pp

Sep 2023+0.1 pp

Dec 2023+0.2 pp

Mar 2024+0.5 pp

Jun 2024+1.5 pp

Sep 2024+0.5 pp

Dec 2024+0.4 pp

Mar 2025+0.5 pp

Jun 2025+0.7 pp

Sep 2025+0.3 pp

Dec 2025+0.4 pp

Mar 2026−0.2 pp

Jun 2026−0.4 pp

Dollar General Corporation · DG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.1 pp

Mar 2023+0.4 pp

Jun 2023−0.3 pp

Sep 2023−1.4 pp

Dec 2023−1.5 pp

Mar 2024−1.8 pp

Jun 2024−1.1 pp

Sep 2024−0.9 pp

Dec 2024−0.6 pp

Mar 2025−1.3 pp

Jun 2025+0.1 pp

Sep 2025+0.2 pp

Dec 2025+0.4 pp

Mar 2026+1.3 pp

Jun 2026+0.2 pp

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.4 pp

Mar 20230.0 pp

Jun 2023−1.9 pp

Sep 2023−1.4 pp

Dec 2023−0.6 pp

Mar 2024−13.9 pp

Jun 2024−0.2 pp

Sep 2024−0.3 pp

Dec 2024+0.2 pp

Mar 2025+14.4 pp

Jun 2025+0.7 pp

Sep 2025+0.5 pp

Dec 2025+0.8 pp

Mar 2026+2.9 pp

Jun 2026+1.8 pp

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.1 pp

Mar 2023+0.6 pp

Jun 2023+1.2 pp

Sep 2023+2.0 pp

Dec 2023+0.4 pp

Mar 2024+1.3 pp

Jun 2024+0.8 pp

Sep 2024+0.2 pp

Dec 2024+0.1 pp

Mar 2025−1.1 pp

Jun 2025−0.4 pp

Sep 2025+0.3 pp

Dec 2025+0.2 pp

Mar 2026+0.4 pp

Jun 2026+0.2 pp

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.5 pp

Mar 2023+0.2 pp

Jun 2023+0.5 pp

Sep 2023−0.7 pp

Dec 20230.0 pp

Mar 2024+0.5 pp

Jun 2024+0.3 pp

Sep 2024+1.1 pp

Dec 2024−0.2 pp

Mar 20250.0 pp

Jun 2025+0.4 pp

Sep 2025+0.1 pp

Dec 2025−0.1 pp

Mar 2026+0.2 pp

Jun 2026+0.1 pp

Target Corporation · TGT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−3.1 pp

Mar 2023−3.1 pp

Jun 2023−0.2 pp

Sep 2023+2.7 pp

Dec 2023+0.7 pp

Mar 2024+1.8 pp

Jun 2024−0.4 pp

Sep 2024+1.0 pp

Dec 2024−0.7 pp

Mar 2025−1.3 pp

Jun 2025+0.4 pp

Sep 2025−1.2 pp

Dec 2025−0.8 pp

Mar 2026−0.3 pp

Jun 2026−1.1 pp

Walmart Inc. · WMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−1.8 pp

Mar 2023−0.1 pp

Jun 2023+0.7 pp

Sep 2023+0.3 pp

Dec 2023+2.3 pp

Mar 2024+1.1 pp

Jun 2024+0.2 pp

Sep 2024+0.2 pp

Dec 2024+0.1 pp

Mar 2025+0.1 pp

Jun 2025+0.1 pp

Sep 2025−0.5 pp

Dec 2025−0.2 pp

Mar 2026+0.3 pp

Jun 20260.0 pp

09 · compare level, then change

Valuation Against Growth & Quality

Dollar General Corporation has the lowest PEG among the 8 Discount Stores companies compared here, at 0.46×. Target Corporation is next at 0.8×. Dollar Tree, Inc. has the lowest P/E at 14.8×, so level and change sit with different companies. 7 of 8 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dollar General Corporation has the lowest comparable PEG at 0.46×, 42.5% below Target Corporation. Only 7 of 8 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderDollar General Corporation · 0.46×

Gap42.5% versus #2 · Target Corporation

Persistence0/8 recent comparable periods

Coverage7/8 companies · 55 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1Dollar General Corporation DG0.5

2Target Corporation TGT0.8

3Ollie's Bargain Outlet Holdings, Inc. OLLI0.9

4Walmart Inc. WMT2.1

5BJ's Wholesale Club Holdings, Inc. BJ2.2

P/Elowest P/E

1Dollar Tree, Inc. DLTR14.8

2Dollar General Corporation DG16.2

3Target Corporation TGT17.0

4Ollie's Bargain Outlet Holdings, Inc. OLLI21.1

5BJ's Wholesale Club Holdings, Inc. BJ21.5

Valuation · company comparison

7/8 level · 8/8 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
Costco Wholesale Corporation COST	4.0	50.7	Jun 2026
PriceSmart, Inc. PSMT	3.3	32.6	Jun 2026
BJ's Wholesale Club Holdings, Inc. BJ	2.2	21.5	Jun 2026
Walmart Inc. WMT	2.1	46.3	Jun 2026
Ollie's Bargain Outlet Holdings, Inc. OLLI	0.9	21.1	Jun 2026
Target Corporation TGT	0.8	17.0	Jun 2026
Dollar General Corporation DG	0.5	16.2	Jun 2026
Dollar Tree, Inc. DLTR	—	14.8	Jun 2026

Full 20-quarter history · every available company

PEG · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.5

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20243.4

Dec 20241.8

Mar 2025—

Jun 20252.3

Sep 20252.5

Dec 2025—

Mar 20262.2

Jun 2026—

Costco Wholesale Corporation · COST

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20235.9

Sep 20235.0

Dec 20233.7

Mar 20243.8

Jun 20242.5

Sep 20243.2

Dec 20243.5

Mar 20255.2

Jun 20256.2

Sep 20255.2

Dec 20255.0

Mar 20264.3

Jun 20264.0

Dollar General Corporation · DG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20232.3

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 20260.6

Jun 20260.5

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20234.0

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.8

Dec 20240.9

Mar 20253.3

Jun 2025—

Sep 20257.7

Dec 20254.1

Mar 20261.4

Jun 20260.9

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.3

Sep 2023—

Dec 20232.6

Mar 20241.4

Jun 20242.1

Sep 20240.6

Dec 20240.9

Mar 20251.1

Jun 20251.5

Sep 20254.1

Dec 20253.2

Mar 20263.7

Jun 20263.3

Target Corporation · TGT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20231.8

Mar 20240.3

Jun 20240.3

Sep 20240.4

Dec 20240.8

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Walmart Inc. · WMT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20240.8

Jun 2024—

Sep 20243.1

Dec 20241.6

Mar 20251.6

Jun 2025—

Sep 20251.0

Dec 20252.1

Mar 20263.2

Jun 20262.1

P/E · reported quarter history

BJ's Wholesale Club Holdings, Inc. · BJ

Sep 2021—

Dec 202119.5

Mar 202218.8

Jun 202219.4

Sep 202219.1

Dec 202221.7

Mar 202318.5

Jun 202320.2

Sep 202317.8

Dec 202318.5

Mar 202416.6

Jun 202419.2

Sep 202421.9

Dec 202420.6

Mar 202524.8

Jun 202527.3

Sep 202525.2

Dec 202520.3

Mar 202621.1

Jun 202621.5

Costco Wholesale Corporation · COST

Sep 2021—

Dec 202145.9

Mar 202241.1

Jun 202239.6

Sep 202240.5

Dec 202239.6

Mar 202336.7

Jun 202337.0

Sep 202338.4

Dec 202340.3

Mar 202447.4

Jun 202448.8

Sep 202453.9

Dec 202456.6

Mar 202562.6

Jun 202557.2

Sep 202551.8

Dec 202548.2

Mar 202653.0

Jun 202650.7

Dollar General Corporation · DG

Sep 2021—

Dec 202121.7

Mar 202220.1

Jun 202224.4

Sep 202224.7

Dec 202225.3

Mar 202321.4

Jun 202320.6

Sep 202317.2

Dec 202313.7

Mar 202418.0

Jun 202420.0

Sep 202418.9

Dec 202413.5

Mar 202513.9

Jun 202517.2

Sep 202520.1

Dec 202517.0

Mar 202620.9

Jun 202616.2

Dollar Tree, Inc. · DLTR

Sep 2021—

Dec 202118.2

Mar 202222.2

Jun 202224.7

Sep 202223.8

Dec 202222.1

Mar 202322.4

Jun 202324.8

Sep 202327.7

Dec 202320.5

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 202618.9

Jun 202614.8

Ollie's Bargain Outlet Holdings, Inc. · OLLI

Sep 2021—

Dec 202125.1

Mar 202218.5

Jun 202226.8

Sep 202239.6

Dec 202238.8

Mar 202332.9

Jun 202333.6

Sep 202329.9

Dec 202329.7

Mar 202425.7

Jun 202424.2

Sep 202429.4

Dec 202427.8

Mar 202534.5

Jun 202534.1

Sep 202540.0

Dec 202533.4

Mar 202628.4

Jun 202621.1

PriceSmart, Inc. · PSMT

Sep 2021—

Dec 202122.0

Mar 202221.6

Jun 202224.1

Sep 202218.7

Dec 202220.6

Mar 202320.3

Jun 202319.3

Sep 202322.7

Dec 202318.3

Mar 202421.1

Jun 202420.4

Sep 202419.6

Dec 202419.8

Mar 202519.1

Jun 202522.8

Sep 202522.3

Dec 202525.1

Mar 202630.5

Jun 202632.6

Target Corporation · TGT

Sep 2021—

Dec 202119.1

Mar 202215.4

Jun 202219.0

Sep 202218.6

Dec 202223.0

Mar 202329.5

Jun 202326.8

Sep 202318.5

Dec 202313.6

Mar 202416.3

Jun 202417.7

Sep 202414.4

Dec 202416.0

Mar 202515.6

Jun 202510.7

Sep 202511.6

Dec 202511.3

Mar 202613.0

Jun 202617.0

Walmart Inc. · WMT

Sep 2021—

Dec 202152.3

Mar 202228.8

Jun 202232.9

Sep 202226.4

Dec 202243.9

Mar 202333.8

Jun 202336.2

Sep 202330.7

Dec 202327.1

Mar 202428.8

Jun 202425.4

Sep 202435.6

Dec 202433.6

Mar 202540.7

Jun 202541.6

Sep 202536.8

Dec 202535.4

Mar 202643.6

Jun 202646.3

10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Discount Stores comparison names 4 specific ways its own evidence can mislead, all listed below. All 8 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 8 Discount Stores companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-08-04 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

12 · questions investors ask, short speakable answers

Discount Stores company comparison FAQs

These 22 answers restate the Discount Stores comparison above in question form. Every one is computed from the same 8 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Discount Stores sector outperforming S&P 500?

Discount Stores has underperformed S&P 500 by 5.2% over 52 weeks and 4.1% over 13 weeks. 3 of 8 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 8 beat the sector itself.

Which Discount Stores company is largest by revenue?

Walmart Inc. leads with revenue of $725,305 million, based on 8 of 8 comparable companies through Jun 2026.

Which Discount Stores company is growing fastest?

Ollie's Bargain Outlet Holdings, Inc. has the fastest current revenue growth at 16.8%, across 8 of 8 comparable companies.

Which Discount Stores company has the strongest 4-Factor Sector Score?

Dollar Tree, Inc. ranks first at 66.4/100 with 75.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Discount Stores company has the lowest comparable PEG?

Dollar General Corporation has the lowest comparable PEG at 0.46, among 7 of 8 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Discount Stores comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Discount Stores company is the biggest?

Walmart Inc. is the largest, with trailing-twelve-month revenue of $725,305 million, ahead of Costco Wholesale Corporation at $293,587 million. That covers 8 of 8 companies with comparable reporting through Jun 2026.

Which Discount Stores company has the best profit margins?

Ollie's Bargain Outlet Holdings, Inc. has the highest operating margin at 10.6%, from 8 of 8 comparable companies. Dollar Tree, Inc. shows the biggest recent improvement, at +1.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Discount Stores company makes the most profit?

Walmart Inc. earns the most, at $23,121 million of trailing-twelve-month net profit, from 8 of 8 comparable companies. Dollar General Corporation has the fastest profit growth at 35.5%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Discount Stores company earns the highest return on capital?

Costco Wholesale Corporation leads on return on capital employed at 6.8%, across 8 of 8 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Discount Stores stock is the cheapest?

On PEG — where a LOWER number is cheaper — Dollar General Corporation screens cheapest at 0.46×. Only 7 of 8 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Discount Stores sector beating the market?

Discount Stores has underperformed S&P 500 by 5.2% over the last 52 weeks and 4.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 of 8 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Discount Stores stock has the strongest price momentum?

PriceSmart, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Discount Stores company scores highest for research priority?

Dollar Tree, Inc. scores 66.4 out of 100 with 75.3% evidence confidence, from 24.3 points on growth and earnings, 13.3 on capital efficiency, 11.5 on valuation and 17.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Discount Stores companies does this comparison cover, and over what period?

It compares 8 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Discount Stores sector?

The 8 Discount Stores companies on this page carry $1,451,359 million of combined market value. Walmart Inc. is the largest at $887,724 million, about 61% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Discount Stores sector's P/E ratio?

The median price-to-earnings ratio across the 8 Discount Stores companies on this page is 21.5×, measured on the 8 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Discount Stores sector performing?

3 of the 8 covered Discount Stores companies are beating S&P 500 on Mansfield relative strength. The sector itself is 5.2% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Discount Stores stocks are listed in the US?

This comparison covers 8 listed Discount Stores companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.