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Discount store operating metrics

Discount store operating metrics: cross-company comparison


Oxford Ledge compares 7 retailers on 3 operating metrics extracted from their own SEC earnings exhibits. Reporting periods represented: Q1 2026, Q2 2026, Q3 2026. Among 4 retailers reporting it for Q2 2026, Five Below, Inc. leads on Same-store sales (+14.1%), while Target Corp. leads on Traffic growth (+3.6%).

7
Retailers
3
Operating Metrics

Discount store growth rates

Reporting periods represented: Q1 2026, Q2 2026, Q3 2026.

CompanyCOSTCostco Wholesale Corp.DGDollar General Corp.DLTRDollar Tree, Inc.FIVEFive Below, Inc.OLLIOllie's Bargain Outlet Holdings, Inc.TGTTarget Corp.WMTWalmart Inc.
Reported periodFY2026-Q4ended Aug 30, 2026FY2026-Q2ended Jul 31, 2026FY2026-Q2ended Aug 1, 2026FY2026-Q2ended Aug 1, 2026FY2026-Q1FY2026-Q2ended Aug 1, 2026FY2027-Q2ended Jul 31, 2026
Same-store sales+9.4% incl. gas prices & FX+3.5%+3.7%+14.1%+1.7%+3.8%+2.6% Walmart U.S. segment / ex-fuel
Traffic growth+2.0%+0.4%+3.6%+1.5% Walmart U.S. segment
Average ticket growth+1.5%+3.3%+0.2%+1.1% Walmart U.S. segment

Metric coverage

  • Same-store sales: 6 of 7 retailers report this on the canonical basis.
  • Traffic growth: 3 of 7 retailers report this on the canonical basis.
  • Average ticket growth: 3 of 7 retailers report this on the canonical basis.

Oxford Ledge Signal -- extracted from the issuer's own SEC earnings exhibit and normalized by Oxford Ledge. As reported by the issuer per regulatory convention, not re-audited by us; a figure our extractor could not verify is withheld, never shown. A metric is compared only across retailers reporting it on the SAME basis and scope; a blank cell is an honest coverage gap, never a zero, and retailers may report different quarters (see the period range). Every figure in this table is a CHANGE the issuer reported for the period, not a level. Growth rates and levels never share a column or a table -- a change read as a level is a different number entirely. Some retailers report same-store sales, traffic and ticket only by segment, with no company-wide figure. For those, the table shows one segment, labeled with its name, and does not rank it against the company-wide figures. Source: each issuer’s own SEC EDGAR earnings exhibit.

Compare these figures in Oxford Ledge

Open the interactive comparison in Oxford Ledge to switch reporting periods and read each figure in context.

Frequently asked

What is Same-store sales?

Sales growth at stores open in both periods.

Which discount store company leads on Same-store sales?

Among 4 retailers reporting it for Q2 2026, Five Below, Inc. leads on Same-store sales (+14.1%).

Where does this data come from?

Each figure is extracted from the company's own SEC earnings exhibit and stamped with its reporting period. A figure is ranked only against companies reporting the same quarter on the same basis; figures are as reported by each issuer and not re-audited by Oxford Ledge. Informational, not investment advice.

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