Added to YB: 2025-10-24
Pitch date: 2025-10-22
DLTR [bullish]
Dollar Tree, Inc.
+29.65%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
Company Info
Dollar Tree, Inc. operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada.
Market Cap
$21.1B
Pitch Price
$100.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.77
P/E
20.23
EV/Sales
1.50
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)