Dollar Tree (DLTR-Q)

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.

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.

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)