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Upturn AI SWOT - About
DLTR 
Dollar Tree Inc (DLTR)
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Upturn Advisory Summary
07/03/2025: DLTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $95.74
1 Year Target Price $95.74
| 8 | Strong Buy |
| 2 | Buy |
| 16 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.36% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.27B USD | Price to earnings Ratio 20.1 | 1Y Target Price 95.74 |
Price to earnings Ratio 20.1 | 1Y Target Price 95.74 | ||
Volume (30-day avg) 27 | Beta 0.84 | 52 Weeks Range 60.49 - 108.93 | Updated Date 07/3/2025 |
52 Weeks Range 60.49 - 108.93 | Updated Date 07/3/2025 | ||
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 2025-06-04 | When - | Estimate 1.21 | Actual 1.26 |
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 20.1 | Forward PE 19.08 | Enterprise Value 28397756212 | Price to Sales(TTM) 1.18 |
Enterprise Value 28397756212 | Price to Sales(TTM) 1.18 | ||
Enterprise Value to Revenue 1.57 | Enterprise Value to EBITDA 13.43 | Shares Outstanding 208696000 | Shares Floating 196245025 |
Shares Outstanding 208696000 | Shares Floating 196245025 | ||
Percent Insiders 0.08 | Percent Institutions 108.36 |
Upturn AI SWOT
Dollar Tree Inc
Company Overview
History and Background
Dollar Tree was founded in 1953 as Only $1.00 in Norfolk, Virginia. It evolved through several name changes and expansions, becoming Dollar Tree in 1986. The company grew significantly through acquisitions, including Family Dollar in 2015, solidifying its position in the discount retail market.
Core Business Areas
- Dollar Tree: This segment operates stores that offer products at a fixed price point, primarily $1.25, targeting value-conscious consumers with a broad assortment of everyday essentials, consumables, seasonal goods, and discretionary merchandise.
- Family Dollar: This segment operates a chain of discount stores offering a mix of name-brand and private-label merchandise across various categories, including food, household products, apparel, and seasonal items, catering to a different demographic with slightly higher price points.
Leadership and Structure
The leadership team includes Rick Dreiling (Chairman & CEO). The organizational structure comprises corporate management overseeing both the Dollar Tree and Family Dollar store operations, with regional and district managers responsible for store performance and execution.
Top Products and Market Share
Key Offerings
- Consumables: Includes food, health & beauty, and household products. Competitors include Dollar General (DG), Walmart (WMT), and other grocery retailers. Market share data specific to Dollar Tree's consumable category is fragmented but they are a significant player in the discount retail consumable market.
- Variety Merchandise: Encompasses toys, gifts, seasonal decor, and other discretionary items. Competitors are similar to consumables plus Amazon (AMZN) and other online retailers. Specific market share is hard to determine due to diverse product offerings, but it is a key differentiator for Dollar Tree.
Market Dynamics
Industry Overview
The discount retail industry is characterized by intense competition, price sensitivity, and a focus on value. It is influenced by macroeconomic factors, consumer spending habits, and demographic trends.
Positioning
Dollar Tree Inc. holds a prominent position in the discount retail sector, primarily targeting budget-conscious shoppers. Its competitive advantage lies in its extensive store network, value pricing, and diverse product selection.
Total Addressable Market (TAM)
The US discount retail market is estimated to be worth hundreds of billions of dollars. Dollar Tree Inc is positioned to capture a significant portion of this market through its extensive store base and diverse product offerings.
Upturn SWOT Analysis
Strengths
- Extensive store network
- Strong brand recognition
- Value pricing strategy
- Diverse product assortment
- Established supply chain
Weaknesses
- Integration challenges with Family Dollar
- Pressure on margins due to fixed price points (historically $1)
- High employee turnover
- Store appearance and location challenges (some Family Dollar locations)
Opportunities
- Expansion into underserved markets
- Enhanced e-commerce presence
- Private label product development
- Strategic partnerships
- Expansion of the $3 and $5 plus sections.
Threats
- Intense competition from other discount retailers (DG, WMT)
- Economic downturn impacting consumer spending
- Supply chain disruptions
- Inflationary pressures on product costs
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- DG
- WMT
- FIVE
Competitive Landscape
Dollar Tree competes fiercely with other discount retailers. It offers a different value proposition by offering extremely low prices. However, it has faced challenges in integrating Family Dollar and competing with Walmart's scale. DG has targeted rural demographics more effectively
Major Acquisitions
Family Dollar
- Year: 2015
- Acquisition Price (USD millions): 8500
- Strategic Rationale: The acquisition of Family Dollar expanded Dollar Tree's market reach and allowed it to cater to a broader range of customers with different price points.
Growth Trajectory and Initiatives
Historical Growth: Dollar Tree's historical growth has been driven by store expansion, acquisitions (most notably Family Dollar), and same-store sales increases.
Future Projections: Analyst estimates suggest continued growth, driven by store expansion, improved merchandise mix, and cost optimization initiatives. Check with Yahoo Finance or Bloomberg.
Recent Initiatives: Recent initiatives include store remodeling programs (especially Family Dollar stores), the introduction of multi-price-point merchandise (Dollar Tree Plus), and expansion of e-commerce capabilities.
Summary
Dollar Tree Inc. is a major player in the discount retail market. Its strengths lie in its extensive store network and value pricing, but weaknesses include Family Dollar integration challenges. Recent strategic initiatives like Dollar Tree Plus offer growth opportunities, but economic downturns and intense competition pose threats. The company is solid but needs to enhance Family Dollar stores.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates (Yahoo Finance, Bloomberg)
- Industry News
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
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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