Under the leadership of a new management team, Dollar General's fiscal fourth-quarter comparable sales beat expectations for the first time in 2 ½ years. The retailer also topped Wall Street's consensus estimate of $1.26 a share, instead reporting earnings of $1.30. Meanwhile, the company outlined plans to add 900 new stores in 2016, including an expansion into urban markets.
But while analysts responded favorably to Dollar General's recent performance and plans, they were far less enthusiastic about the results at Dollar Tree. Less than one year after its acquisition of Family Dollar, Dollar Tree's latest quarterly earnings results fell 6 cents short of Wall Street estimates.
Notably, same-store sales at its flagship Dollar Tree division slowed during the quarter, causing analysts to question whether the integration is causing the company to lose focus on its core business.
This split in sentiment is reflected in the companies' stock movements. Though both names are trading near $80 a share, Dollar General shares have risen 17 percent year to date; meanwhile, Dollar Tree stock is up just 4 percent over that time.
"It's been a difficult integration," Ken Perkins, president of Retail Metrics, told CNBC. "It was a major acquisition and there are a lot of balls in the air."