Added to YB: 2024-11-08
Pitch date: 2024-10-21
DLTR [bullish]
Dollar Tree, Inc.
+93.52%
current return
Author Info
No bio for this author
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
$67.11
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
turnaround
The London Company Mid Cap Strategy Added On Portfolio Holding: Dollar Tree, Inc.
DLTR: Facing industry pressures (weak discretionary, cost inflation). Reduced EPS guidance. Attractive valuation due to optionality: Dollar Tree's multi-price point conversion early stage, potential Family Dollar sale could improve fundamentals/returns. Dollar stores concept defensible but not immune to weak consumer.
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