Dollar Tree (DLTR)

• Market cap: $16.5B
• 1 day: 11.18%
• 5 days: 20.03%
• 1 month: 5.18%
• 3 months: 1.26%
• 6 months: 5.24%
• Year to date: 0.63%
• 1 year: -41.92%
• 5 years: -0.13%
• 10 years: -5.84%
• Sector: Consumer Staples
• Industry: Variety Stores

About: Dollar Tree operates discount stores across the United States and Canada, with over 8,800 shops under its namesake banner and 7,700 under Family Dollar. About 47% of Dollar Tree's sales in fiscal 2023 were composed of consumables (including food, health and beauty, and cleaning products), around 45% from variety items (including toys and homewares), and over 5% from seasonal items. Dollar Tree sells most of its merchandise at the $1.25 price point and positions its stores in well-populated suburban markets. Conversely, Family Dollar primarily sells consumable merchandise (80% of the banner's sales) at prices below $10. About two thirds of Family Dollar's stores are in urban and suburban markets, with the remaining one third located in rural areas.

Employees: 211,826

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

27% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 109

18% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.33B

14% more capital invested

Capital invested by funds: $14.4B [Q3] → $16.5B (+$2.04B) [Q4]

13% more funds holding in top 10

Funds holding in top 10: 8 [Q3] → 9 (+1) [Q4]

6.8% more ownership

Funds ownership: 95.56% [Q3] → 102.36% (+6.8%) [Q4]

3% more funds holding

Funds holding: 676 [Q3] → 694 (+18) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 276

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $78 1% upside
• Avg. target: $85 10% upside
• High target: $95 23% upside

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

JP Morgan Matthew Boss 47% 1-year accuracy 35 / 75 met price target	1% upside $78	Neutral Maintained	27 Mar 2025
Truist Securities Scot Ciccarelli 43% 1-year accuracy 28 / 65 met price target	9% upside $84	Buy Maintained	27 Mar 2025
Evercore ISI Group Greg Melich 75% 1-year accuracy 44 / 59 met price target	10% upside $85	In-Line Maintained	27 Mar 2025
Telsey Advisory Group Joseph Feldman 33% 1-year accuracy 49 / 147 met price target	7% upside $82	Market Perform Maintained	27 Mar 2025
UBS Michael Lasser 45% 1-year accuracy 17 / 38 met price target	23% upside $95	Buy Maintained	21 Mar 2025