NASDAQ:DLTR

Dollar Tree (DLTR)

108.80
-0.47 (0.43%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
177 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Dollar Tree, under the ticker DLTR-Q, has demonstrated a strong performance in its latest quarterly report, indicating a positive trend in its business model. The company is expanding its reach by attracting a higher-end demographic, similar to strategies employed by larger retailers like Walmart. Additionally, Dollar Tree continues to serve lower-income consumers who are looking for value, which underscores its important role in the current market. The recent spin-off of the weaker Family Dollar business is viewed positively, as it allows Dollar Tree to focus on its core strengths. Projected earnings growth of 15% by 2026 at an appealing PE ratio of 15x further suggests a promising outlook for investors.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Walmart, WMT
PARTIAL BUY
The stars are lining up. Dollar General hasn't performed as well as DT, but worth looking at. DT's March 2 report was okay, but the street liked it. Price targets for DT are $165-180, so there's upside, especially with activists are involved. But D-Gen is really the hidden gem, which had a huge move a few months ago, then sold off with everything else. He expects DG to take the next leg higher.
BUY
It reports Wednesday. It's been under pressure from activist investors for a long time; they don't like DLTR's execution, despite its nice run. It looks good after the government subsidies have ended.
PAST TOP PICK
(A Top Pick Jan 08/21, Up 22%) Really good defensive growth. Waiting for a pullback to add for new clients. Next year, profits are expected to jump by a third. Potential for surprises, but still likes.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this $29 billion market cap discount retailer as a TOP PICK. It trades at 22x earnings, compared to peers at 24x. It has wisely drawn down some cash reserves to buy back stock and pay down debt. Recently reported earnings met analyst expectations and they are managing a ROE over 18%. The company recently announced price increases that raise the median product price to $1.25 from $1.00. Customers are voicing concern, but the vast majority are accepting. We we continue to recommend a stop loss at $125, looking to achieve $109, looking to achieve $155 -- upside potential over 18%. Yield 0% (Analysts’ price target is $154.73)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 16/21, Up 46.2%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with DLTR is progressing well. We now recommend trailing up the stop (from $90) to $125.
BUY
Dollarama She owns Dollar Tree instead, because it has multiple price points of products in its stores. DOL dominates Canada and has introduced those price points, but has backed off on $5. Inflationary and shipping pressures may impact them, but are handling them well, like packaging items smaller to keep their prices low. She prefers Dollar Tree.
PAST TOP PICK
(A Top Pick Apr 29/21, Up 70%) Outlook for growth is exceptional. Potential for margin improvement. A good stock going forward in any economic environment.
PAST TOP PICK
(A Top Pick Jun 22/21, Up 36%) Multi-price strategy was rolled out more quickly than planned, and the stock responded. Long runway ahead. He's assessing what the next 3-5 years will hold.
WEAK BUY
40% of all stores opening in the US are dollar stores. Dollar General is growing faster, however it is getting harder to maintain their one dollar price cap. He prefers Five Below.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 16/21, Up 22.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DLTR is progressing well and has achieved our $109 objective. To remain disciplined, we recommend covering half the position here and trailing up the stop (from $80) to $90 -- just above the original recommended entry level.
TOP PICK
Mostly US-based dollar stores. He sees it just like Dollarama was 5 to 10 years ago. 16 times earnings.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate our recommendation of DLTR as a TOP PICK. It trades at 14x earnings, compared to peers at 20x. Currently it is valued at under 3x book value. It has drawn down cash reserves somewhat, but by buying back $1.3 billion of stock and $800 million in debt it has shored up the balance sheet. We would buy this with a stop loss at $80, looking to achieve $109 -- upside potential over 22%. Yield 0% (Analysts’ price target is $109.14)
PARTIAL BUY
The dollar stores as a whole are suffering from expensive freight costs and supply constraints. DT is introducing products above $1 and have lessened their forecast given higher costs. DT has been rolling out higher price points, which is good, and offering a wider selection in American rural areas. Its 16x forward earnings valuation is far better than Dollarama's 24x forward earnings. Expect higher operating costs for 6 months until the shipping and supply problems are solved.
BUY
Dollar Tree and DOL outlooks These stores did well during the lockdown. Soft share prices lately are due to return-to-work. DT is a little cheaper at 14x PE with a recent earnings beat and recently had an earnings beat. But DT has weak price momentum. DOL has outperformed, offers a good PE and had a good earnings beat. DOL has better price momentum. DOL isn't cheap at 30x PE, but it's okay; low volatility. Both stocks are similar overall. Dollar Tree and DOL outlooks
TOP PICK
After years of under-performing he thinks this is going to reverse. They are finally exploring raising prices beyond $1. They are just starting to execute. (Analysts’ price target is $117.76)
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