** Shares of discount retailer Dollar Tree DLTR.O up 1% at $123.81

** Brokerage Raymond James upgrades stock to "outperform" from "market perform"

** Says upgrade is based on several headwinds embedded in its FY26 outlook, which are beginning to ease

** Adds tariff refunds provide management with incremental flexibility to reinvest in the business

** "Traffic trends should improve sequentially in second half" - brokerage

** As of last close, stock down ~1% YTD