美元树公司（Dollar Tree）股价今日盘中大跌5.94%，尽管公司发布了超预期的第一季度业绩并上调了全年利润预期，但对第二季度业绩的警告引发了投资者的担忧。
据报道，美元树在公布财报时警告投资者，受关税成本上升及消费者支出疲软影响，其第二季度利润可能同比下降高达50%。这一预警显著影响了投资者情绪，导致股价大幅下跌。公司表示，排除旗下Family Dollar业务后，第二季度持续经营利润同比降幅可能达到45%至50%，不过预计业绩将在下半年有所回升。
尽管短期前景不佳，美元树仍上调了2025财年的全年利润指引。公司将调整后每股收益预期从此前的5.00-5.50美元上调至5.15-5.65美元区间。这一上调主要得益于运输成本下降和对平价必需品的强劲需求。然而，投资者似乎更关注短期风险，而非长期前景的改善。美元树目前正处于重大转型期，计划出售长期经营不善的Family Dollar业务，以集中资源发展核心品牌Dollar Tree连锁业务。
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