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DLTR 
Dollar Tree Inc (DLTR)
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Upturn Advisory Summary
12/03/2025: DLTR (4-star) is a STRONG-BUY. BUY since 20 days. Simulated Profits (7.62%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
27 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $109.74
1 Year Target Price $109.74
| 8 | Strong Buy |
| 2 | Buy |
| 16 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.05% | Avg. Invested days 42 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.03B USD | Price to earnings Ratio 21.88 | 1Y Target Price 109.74 |
Price to earnings Ratio 21.88 | 1Y Target Price 109.74 | ||
Volume (30-day avg) 27 | Beta 0.76 | 52 Weeks Range 61.80 - 118.06 | Updated Date 12/3/2025 |
52 Weeks Range 61.80 - 118.06 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-12-02 | When Before Market | Estimate 1.31 | Actual 1.21 |
Profitability
Profit Margin -15.8% | Operating Margin (TTM) 4.88% |
Management Effectiveness
Return on Assets (TTM) 5.29% | Return on Equity (TTM) 20.06% |
Valuation
Trailing PE 21.88 | Forward PE 17.01 | Enterprise Value 29090426157 | Price to Sales(TTM) 1.24 |
Enterprise Value 29090426157 | Price to Sales(TTM) 1.24 | ||
Enterprise Value to Revenue 1.57 | Enterprise Value to EBITDA 13.41 | Shares Outstanding 198853187 | Shares Floating 179917994 |
Shares Outstanding 198853187 | Shares Floating 179917994 | ||
Percent Insiders 0.15 | Percent Institutions 112.95 |
Upturn AI SWOT
Dollar Tree Inc
Company Overview
History and Background
Dollar Tree, Inc. was founded in 1953 as Only $1.00. It evolved from a variety store concept to a single-price-point model. Dollar Tree acquired Family Dollar in 2015, expanding its reach and business model.
Core Business Areas
- Dollar Tree: Operates stores selling items priced predominantly at $1.25 or less. Offers a wide assortment of merchandise, including consumables, variety and seasonal goods, and home products.
- Family Dollar: Operates discount variety retail stores offering a broad selection of merchandise primarily priced below $10. Focuses on consumables, home products, apparel, and seasonal items.
Leadership and Structure
Michael Witynski is the CEO. The company operates with a corporate structure that includes executive leadership overseeing different functional areas such as merchandising, operations, finance, and human resources.
Top Products and Market Share
Key Offerings
- Consumables (Food, Health, Beauty): Includes food, snacks, beverages, health and beauty aids, and household chemicals. Market share data is not precisely available, but Dollar Tree and Family Dollar are major players in the discount consumables market, competing with large retailers like Walmart and Dollar General. The exact revenue breakdown per category is not public.
- Variety and Seasonal Goods: Includes toys, gifts, party supplies, decorations, and stationery. Competitors include Walmart, Target, and other discount retailers. The exact revenue breakdown per category is not public.
- Home Products: Includes kitchenware, cleaning supplies, and home du00e9cor items. Competitors include Walmart, Target, and other discount retailers. The exact revenue breakdown per category is not public.
Market Dynamics
Industry Overview
The discount retail industry is characterized by intense competition, price sensitivity, and a focus on value. Factors such as economic conditions, consumer spending habits, and supply chain efficiency significantly impact the industry.
Positioning
Dollar Tree is positioned as a leading operator in the extreme value segment, targeting price-conscious consumers. Family Dollar offers a broader product mix at slightly higher price points, appealing to a wider demographic.
Total Addressable Market (TAM)
The TAM for discount retail is estimated to be in the hundreds of billions of dollars annually. Dollar Tree is well-positioned within this TAM by catering to budget-conscious consumers, with a growing market share driven by inflation and economic uncertainty.
Upturn SWOT Analysis
Strengths
- Large store network
- Strong brand recognition in value retail
- Focus on low prices
- Wide product assortment
- Strategic acquisition of Family Dollar
Weaknesses
- Low average transaction value
- High dependence on consumables
- Vulnerable to economic downturns
- Integration challenges with Family Dollar
- Reliance on efficient supply chain
Opportunities
- Expansion into underserved markets
- Increase in private label offerings
- Enhancement of e-commerce capabilities
- Growing demand for value-priced goods
- Potential for strategic partnerships
Threats
- Intense competition from other discount retailers
- Fluctuations in raw material costs
- Changes in consumer spending patterns
- Supply chain disruptions
- Economic recession
Competitors and Market Share
Key Competitors
- DG
- WMT
- FIVE
Competitive Landscape
Dollar Tree competes primarily on price, while Walmart offers a broader range of products and services. Dollar General focuses on convenience and consumables.
Major Acquisitions
Family Dollar
- Year: 2015
- Acquisition Price (USD millions): 8500
- Strategic Rationale: Expanded market share and store footprint in the discount retail sector, providing access to a broader customer base and product assortment.
Growth Trajectory and Initiatives
Historical Growth: Historically, Dollar Tree has grown through store expansion and acquisitions, particularly the Family Dollar acquisition.
Future Projections: Analyst projections suggest moderate revenue growth driven by same-store sales increases and new store openings. Future projections are not based on data.
Recent Initiatives: Recent initiatives include optimizing the store footprint, enhancing the merchandise mix, and expanding multi-price point offerings within Dollar Tree stores.
Summary
Dollar Tree is a significant player in the discount retail sector. The acquisition of Family Dollar expanded its reach, but integration challenges persist. The company's focus on low prices makes it vulnerable to economic downturns. Efficient supply chain management and strategic initiatives are crucial for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Analyst Reports
- Company Website
- Industry Reports
- MarketWatch
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results. The market share data is approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dollar Tree Inc
Exchange NASDAQ | Headquaters Chesapeake, VA, United States | ||
IPO Launch date 1995-03-06 | CEO & Director Mr. Michael C. Creedon Jr. | ||
Sector Consumer Defensive | Industry Discount Stores | Full time employees 64434 | Website https://www.dollartree.com |
Full time employees 64434 | Website https://www.dollartree.com | ||
Dollar Tree, Inc. operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada. The company offers consumable merchandise comprising everyday consumables, such as household paper and chemicals, food, candy, health, personal care products, and frozen and refrigerated food; variety merchandise consisting of toys, durable housewares, gifts, stationery, party goods, greeting cards, softlines, arts and crafts supplies, and other items; and seasonal goods, including Christmas, Easter, Halloween, and Valentine's Day merchandise. Dollar Tree, Inc. was founded in 1986 and is based in Chesapeake, Virginia.
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