0843 ET - Dollar Tree's outlook for 3Q is just okay, Jefferies analysts say in a research note. The discount retailer guides for EPS of 80 cents to 95 cents a share, well below Wall Street models but inclusive of a roughly 50-cent impact from tariff refund reinvestments. "At the same time, management expects comp growth of 3%-4%, broadly in line with current expectations and supportive of continued underlying momentum," the analysts say. Overall, the quarterly readout shows that underlying sales trends remain healthy, they say. The chain's return to positive traffic is an encouraging sign, even as tariff dynamics continue to distort earnings, the analysts add. Dollar Tree falls 7% premarket.