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This summary was created by AI, based on 8 opinions in the last 12 months.

The experts' reviews show mixed opinions about Dollar Tree, with some pointing out the challenges the company faces due to the impact of the pandemic, higher interest rates, and slowing economy. There are also concerns about margin erosion, store transformation, and theft affecting the company's performance. However, some experts see potential in Dollar Tree's strategies such as introducing multiple price points and right-sizing stores. The acquisition of Family Dollar also continues to be a topic of discussion.

Consensus
Mixed
Valuation
Fair Value
DON'T BUY
Dollar Tree

The consumer is realizing that dollar stars no longer offer bargains. These stores were raising prices aggressively during Covid and can't call themselves dollar stores now. Look at places like Walmart instead for deals.

merchandising / lodging
SELL
Dollar Tree

If company not performing well - would recommend selling. 

merchandising / lodging
TOP PICK
Dollar Tree

US dollar stores are suffering a bit. Lower-income US consumer starting to pull back purchases. Longer term, occupies an attractive niche. In midst of a multi-year change in strategy, adopting a DOL playbook of multiple price points. Uneven path, but generally working well. No dividend.

Also owns FDO, struggling, all options on table including consolidating stores.

(Analysts’ price target is $147.92)
merchandising / lodging
PAST TOP PICK
Dollar Tree
(A Top Pick Dec 16/22, Down 6%)

Introducing multiple price points, which increases basket size. Its turnaround story was hit by Covid, higher interest rates, and the slowing economy. Less traffic. Fewer discretionary purchases, which hit margins. Reassessing number of Family Dollar stores, which could be reduced. Strategies gaining traction.

merchandising / lodging
COMMENT
Dollar Tree

The question was on his preference between Dollar General and Dollar Tree in the U.S. Dollar General has cratered so it looks like a buying opportunity but actually isn't since it benefited from the pandemic and may just be returning to normal levels. This also causes him to be cautious on Dollar Tree. 

merchandising / lodging
PAST TOP PICK
Dollar Tree
(A Top Pick Sep 20/22, Down 23%)

Disappointing. Latest results showed topline traction, but margins were hit. Repositioning. Lower income households have been hit by interest rates, so discretionary spending is down. Retail shrinkage a big US problem. She's holding for now.

merchandising / lodging
HOLD
Dollar Tree

In the early innings of implementing the successful strategy of DOL. Increasing price points and right-sizing stores. Doing well in this environment of a weakening consumer.

merchandising / lodging
BUY
Dollar Tree
Dollar General question

DG has executed very well but they've been dealing with cost inflation, consumers buying lower-margin consumables vs. discretionary and "shrink" (theft). Owns Dollar Tree, which suffers similar problems, but DT has been introducing more price points as the new CEO restructure, so she sees more potential here.

merchandising / lodging
DON'T BUY
Dollar Tree

Delivered a poor quarter and blamed theft, but they also suffer from margin erosion and a store transformation that keeps taking longer. Guidance was poor. Shares have slumped.

merchandising / lodging
HOLD
Dollar Tree
Allan Tong’s Discover Picks

Dollar Tree bought Family Dollar in 2015. The latter enjoyed a pop during the pandemic, but historically has not delivered consistent profitable growth. The street has mixed feelings about DT with seven buys, five holds and two sells. Read The dollar wars for our full analysis.

merchandising / lodging
BUY
Dollar Tree

Has done. They continue to open new stores with some international presence. Inflation and a possible recession could drive more foot traffic. Highly defensive. She owns Dollar Tree in the US instead which offers more upside as they raise prices and add products. DOL also trades at a premium to peers.

merchandising / lodging
TOP PICK
Dollar Tree
Likes entire discount sector as economy heads into a recession. Company is well positioned and has new management in place. New pricing strategy giving flexibility on $1 cost for items. Higher income shoppers also starting to frequent store. Increasing products and SKU list with more shelving etc.
merchandising / lodging
PAST TOP PICK
Dollar Tree
(A Top Pick Oct 25/21, Up 51%) High inflation making shoppers more price weary. $1 price point has been moved up ($1.25), which has created opportunities. Strong business that continues to perform well. New management team is executing well. Has sold shares to take advantage of other opportunities.
merchandising / lodging
TOP PICK
Dollar Tree

During economic uncertainty and weakness, traffic to these stores rises. They're attracting customers from households with incomes around $80,000. They're introducing $1.25 and $3-5 price points which benefit basket size. They're adding more products to mix consumables with discretionary items; as an economy weakens, consumables outperform discretionary. DLTR trades at a lower PE than Dollarama and Dollar General. (Analysts’ price target is $169.16)

merchandising / lodging
PAST TOP PICK
Dollar Tree
(A Top Pick Jun 22/21, Up 42%) New management team has embraced multiple price point strategy. Has since sold shares as company has hit price target. Very healthy company. Would look at buying again if the share price falls to ~$110-$120.
merchandising / lodging
Showing 1 to 15 of 82 entries

Dollar Tree(DLTR-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 5

Stockchase rating for Dollar Tree is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Dollar Tree(DLTR-Q) Frequently Asked Questions

What is Dollar Tree stock symbol?

Dollar Tree is a American stock, trading under the symbol DLTR-Q on the NASDAQ (DLTR). It is usually referred to as NASDAQ:DLTR or DLTR-Q

Is Dollar Tree a buy or a sell?

In the last year, 5 stock analysts published opinions about DLTR-Q. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Dollar Tree.

Is Dollar Tree a good investment or a top pick?

Dollar Tree was recommended as a Top Pick by on . Read the latest stock experts ratings for Dollar Tree.

Why is Dollar Tree stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Dollar Tree worth watching?

5 stock analysts on Stockchase covered Dollar Tree In the last year. It is a trending stock that is worth watching.

What is Dollar Tree stock price?

On 2024-07-22, Dollar Tree (DLTR-Q) stock closed at a price of $107.17.