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Upturn AI SWOT - About
DLTR 
Dollar Tree Inc (DLTR)
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Upturn Advisory Summary
08/28/2025: DLTR (1-star) is a SELL. SELL since 3 days. Profits (40.59%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
27 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $111.74
1 Year Target Price $111.74
| 8 | Strong Buy |
| 2 | Buy |
| 16 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.48% | Avg. Invested days 46 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.48B USD | Price to earnings Ratio 21.53 | 1Y Target Price 111.74 |
Price to earnings Ratio 21.53 | 1Y Target Price 111.74 | ||
Volume (30-day avg) 27 | Beta 0.88 | 52 Weeks Range 60.49 - 118.06 | Updated Date 08/29/2025 |
52 Weeks Range 60.49 - 118.06 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-09-02 | When Before Market | Estimate 0.3818 | Actual - |
Profitability
Profit Margin -16.55% | Operating Margin (TTM) 8.28% |
Management Effectiveness
Return on Assets (TTM) 4.69% | Return on Equity (TTM) 19.4% |
Valuation
Trailing PE 21.53 | Forward PE 20.49 | Enterprise Value 30378279525 | Price to Sales(TTM) 1.3 |
Enterprise Value 30378279525 | Price to Sales(TTM) 1.3 | ||
Enterprise Value to Revenue 1.68 | Enterprise Value to EBITDA 14.37 | Shares Outstanding 208696000 | Shares Floating 183758755 |
Shares Outstanding 208696000 | Shares Floating 183758755 | ||
Percent Insiders 0.11 | Percent Institutions 104.92 |
Upturn AI SWOT
Dollar Tree Inc
Company Overview
History and Background
Dollar Tree was founded in 1953 as K&K 5&10 in Norfolk, Virginia. It evolved into Only $1.00 in 1986 and became Dollar Tree Stores, Inc. in 1991. They acquired Family Dollar in 2015.
Core Business Areas
- Dollar Tree: Offers a wide variety of merchandise at a $1.25 price point and select higher prices. Includes consumables, variety and seasonal items, and home products.
- Family Dollar: Provides a selection of consumables, home products, apparel, and seasonal goods at multiple price points, typically lower than traditional grocery and drug stores.
Leadership and Structure
Rick Dreiling is the Chairman and CEO. The company has a hierarchical structure with regional and district managers overseeing individual stores. There is an executive team overseeing various business functions.
Top Products and Market Share
Key Offerings
- Consumables: Includes food, health and beauty products, cleaning supplies, and pet supplies. Competitors include Walmart, Target, and other dollar stores. Market share data not readily available by product category.
- Variety and Seasonal: Encompasses toys, gifts, party supplies, decorations, and stationery. Competitors include Walmart, Target and party supply stores. Market share data not readily available by product category.
- Home Products: Features housewares, kitchenware, hardware, and automotive supplies. Competitors include Walmart, Target, and home goods stores. Market share data not readily available by product category.
Market Dynamics
Industry Overview
The discount retail industry is characterized by intense competition, price sensitivity, and evolving consumer preferences. Economic conditions significantly influence consumer spending in this sector.
Positioning
Dollar Tree Inc. operates in the extreme-value segment of the retail industry. Their competitive advantage stems from their broad merchandise assortment, low prices, and convenient store locations.
Total Addressable Market (TAM)
The total addressable market for discount retailers in the U.S. is estimated to be over $80 billion. Dollar Tree Inc. aims to capture a significant share of this market by offering value and convenience.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive store network
- Value-oriented pricing strategy
- Diverse product assortment
- Established supply chain
Weaknesses
- Dependence on low-price strategy
- Inconsistent product quality
- High employee turnover
- Supply chain vulnerabilities
- Integration challenges with Family Dollar
Opportunities
- Expansion into underserved markets
- Enhancement of e-commerce capabilities
- Development of private-label brands
- Partnerships with complementary businesses
- Catering to budget-conscious consumers
Threats
- Intense competition from larger retailers
- Economic downturns affecting consumer spending
- Rising operating costs
- Changes in consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DG
- WMT
- TGT
Competitive Landscape
Dollar Tree competes primarily on price and convenience. They face significant competition from larger retailers like Walmart and Target, as well as other discount stores like Dollar General. Dollar Tree's strengths lie in its value-oriented pricing, while its weaknesses include product quality and store appearance compared to larger retailers.
Major Acquisitions
Family Dollar
- Year: 2015
- Acquisition Price (USD millions): 8500
- Strategic Rationale: Expanded market reach and customer base, provided access to different demographics, and increased overall scale to improve negotiation power with suppliers.
Growth Trajectory and Initiatives
Historical Growth: Dollar Tree has experienced growth through store expansion and acquisitions, particularly the Family Dollar acquisition. Same-store sales growth has varied over time.
Future Projections: Analyst estimates would be inserted here, projecting revenue growth and profitability improvements.
Recent Initiatives: Recent initiatives include store renovations, the introduction of higher price points at Dollar Tree stores, and efforts to improve supply chain efficiency.
Summary
Dollar Tree is a major player in the discount retail market, known for its extreme value. The company's strengths lie in its extensive store network and value pricing; however, it faces challenges from larger retailers and the need to improve product quality. Recent initiatives, such as introducing higher price points, are aimed at boosting profitability, but supply chain vulnerabilities and intense competition remain key concerns. The company must be quick on its feet to ensure its sustainability in the volatile market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Market research reports
- Press releases
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise.
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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