Dollar Tree

DLTR-Q

NASDAQ:DLTR

87.71
0.23 (0.26%)
Dollar Tree, Inc. is an American chain of discount variety stores that sells items for $1 or less. Headquartered in Chesapeake, Virginia, it is a Fortune 500 company and operates 13,600 stores throughout the 48 contiguous U.S. states and Canada.
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Analysis and Opinions about DLTR-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 14, 2020

101.36 The largest US dollar store. This pulled back in the last quarter of 2019; margins depressed due to tariffs and transportation costs, but these will pass. They bought Family Dollar a few years ago and had trouble intregrating it, but that's behind them them. They're introducing refrigerated foods now, and various price points which may increase sales. This now trades at a discount to peers, including Dollarama. She's continuing to buy it. Pays no dividend; a growth stock.

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Dollar Tree (DLTR-Q)
January 14, 2020

101.36 The largest US dollar store. This pulled back in the last quarter of 2019; margins depressed due to tariffs and transportation costs, but these will pass. They bought Family Dollar a few years ago and had trouble intregrating it, but that's behind them them. They're introducing refrigerated foods now, and various price points which may increase sales. This now trades at a discount to peers, including Dollarama. She's continuing to buy it. Pays no dividend; a growth stock.

TOP PICK
TOP PICK
December 13, 2019
An acquisition was a little bumpy at first, but results should be improving. They have been impacted by China-US tariff issues as it impacts much of their product line. An attractive point of entry right now. Yield 0% (Analysts’ price target is $103.72)
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Dollar Tree (DLTR-Q)
December 13, 2019
An acquisition was a little bumpy at first, but results should be improving. They have been impacted by China-US tariff issues as it impacts much of their product line. An attractive point of entry right now. Yield 0% (Analysts’ price target is $103.72)
PAST TOP PICK
PAST TOP PICK
July 2, 2019
(A Top Pick Jul 19/18, Up 25%) He sold it unfortunately. He bought it because DLTR bought Dollar Tree, and they had a lot of serious issues with it, like poor supply chain management. After, they delivered some poor quarters. It appears things are better now.
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Dollar Tree (DLTR-Q)
July 2, 2019
(A Top Pick Jul 19/18, Up 25%) He sold it unfortunately. He bought it because DLTR bought Dollar Tree, and they had a lot of serious issues with it, like poor supply chain management. After, they delivered some poor quarters. It appears things are better now.
TOP PICK
TOP PICK
June 27, 2019
A story that will take a while to develop. They want to stick to the $1 price point, and this must be difficult. So they're testing other price points. Will be positive for revenues and margins. No dividend. (Analysts’ price target is $110.92)
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Dollar Tree (DLTR-Q)
June 27, 2019
A story that will take a while to develop. They want to stick to the $1 price point, and this must be difficult. So they're testing other price points. Will be positive for revenues and margins. No dividend. (Analysts’ price target is $110.92)
PAST TOP PICK
PAST TOP PICK
May 21, 2019
(A Top Pick Jun 07/18, Up 22%) Sold it. Complicated story. Dollar Tree sells things for a dollar. They bought a company called Family Dollar that sells things up to $10. Very difficult acquisition. Very volatile earnings numbers in the last little while. Selling was probably a wrong decision. Great, well run business, its just that they took on an acquisition which is taking a lot more time to execute.
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Dollar Tree (DLTR-Q)
May 21, 2019
(A Top Pick Jun 07/18, Up 22%) Sold it. Complicated story. Dollar Tree sells things for a dollar. They bought a company called Family Dollar that sells things up to $10. Very difficult acquisition. Very volatile earnings numbers in the last little while. Selling was probably a wrong decision. Great, well run business, its just that they took on an acquisition which is taking a lot more time to execute.
PAST TOP PICK
PAST TOP PICK
April 9, 2019
(A Top Pick Apr 26/18, Up 6%) The Dollar Tree business does very well, but Family Dollar doesn't. There was good same-store sales growth at first, but things fell apart. This acqusition hasn't gone well and recently an activist investor has bought stock and is trying to change the company. Dollar Tree took on too much. He sold his shares.
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Dollar Tree (DLTR-Q)
April 9, 2019
(A Top Pick Apr 26/18, Up 6%) The Dollar Tree business does very well, but Family Dollar doesn't. There was good same-store sales growth at first, but things fell apart. This acqusition hasn't gone well and recently an activist investor has bought stock and is trying to change the company. Dollar Tree took on too much. He sold his shares.
COMMENT
COMMENT
April 4, 2019
He thinks that the dollar mass merchants will do OK. He prefers Dollar General as it is ore in the rural areas.
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Dollar Tree (DLTR-Q)
April 4, 2019
He thinks that the dollar mass merchants will do OK. He prefers Dollar General as it is ore in the rural areas.
TOP PICK
TOP PICK
February 20, 2019
The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44)
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Dollar Tree (DLTR-Q)
February 20, 2019
The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44)
PAST TOP PICK
PAST TOP PICK
February 13, 2019
(A Top Pick Feb 12/18, Down 6%) Sold it in Q3 because fuel costs were rising. They sell items for a dollar in stores. The issue is that they bought Family Dollar for $9 billion and those stores and staff were poor; DLTR has had trouble integrating them. FD is weighing down DLTR.
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Dollar Tree (DLTR-Q)
February 13, 2019
(A Top Pick Feb 12/18, Down 6%) Sold it in Q3 because fuel costs were rising. They sell items for a dollar in stores. The issue is that they bought Family Dollar for $9 billion and those stores and staff were poor; DLTR has had trouble integrating them. FD is weighing down DLTR.
DON'T BUY
DON'T BUY
December 6, 2018
Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out.
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Dollar Tree (DLTR-Q)
December 6, 2018
Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out.
COMMENT
COMMENT
October 22, 2018

Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition.

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Dollar Tree (DLTR-Q)
October 22, 2018

Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition.

TOP PICK
TOP PICK
July 20, 2018

Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31)

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Dollar Tree (DLTR-Q)
July 20, 2018

Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31)

TOP PICK
TOP PICK
June 7, 2018

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

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Dollar Tree (DLTR-Q)
June 7, 2018

It's like Dollarama. It's doing very well with same-store sales up 4% in their last report. However, they bought Family Dollar and undestimated their issues: lower margins, weakly trained staff, poorer inventory systems. So, this margin has some problems, which has pressured the stock. But this present a buying opportunity. (Analysts' price target: $102.71)

TOP PICK
TOP PICK
April 26, 2018

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

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Dollar Tree (DLTR-Q)
April 26, 2018

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

TOP PICK
TOP PICK
March 12, 2018

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.

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Dollar Tree (DLTR-Q)
March 12, 2018

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.

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