Added to YB: 2025-10-24
Pitch date: 2025-10-22
DLTR [bullish]
Dollar Tree, Inc.
+23.84%
current return
Author Info
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Company Info
Dollar Tree, Inc. operates retail discount stores. The company operates in two segments, Dollar Tree and Family Dollar.
Market Cap
$15.1B
Pitch Price
$100.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.24
P/E
-14.35
EV/Sales
0.82
Sector
Consumer Staples Distribution and Retail
Category
growth
Shaping Dollar Tree into its new era.
DLTR: Post-Family Dollar divestiture, mgmt targets 12-15% EPS CAGR through FY26-28 with high teens growth in 2026. Multi-price evolution (85% items ≤$2, avg $1.40 vs $3 competitor avg) expanding addressee market beyond low-income. 400 new stores annually, $100M refresh/refurb program, AI-driven optimization showing 46% sales lift. Possible dividend introduction next year.
Read full article (6 min)