The Transcript(@TheTranscript_):$DLTR CFO: Shrink improved materially "Shrink was much better than last year and even better than we expected. Shrink also, by the way, benefited from a cumulative adjustment to the reserve, which provided a benefit in the quarter. And just to help with that, the split here is about 2/3 from the inventory results and about 1/3 from the reserve adjustment"

The Transcript

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The Transcript@TheTranscript_

2026.08.30 18:00

$DLTR CFO: Shrink improved materially "Shrink was much better than last year and even better than we expected. Shrink also, by the way, benefited from a cumulative adjustment to the reserve, which provided a benefit in the quarter. And just to help with that, the split here is about 2/3 from the inventory results and about 1/3 from the reserve adjustment"