Dollar Tree (DLTR)

• Market cap: $17.6B
• 1 day: 1.09%
• 5 days: -1.24%
• 1 month: 8.93%
• 3 months: 9.76%
• 6 months: 29.16%
• Year to date: 6.93%
• 1 year: -30.85%
• 5 years: 2.64%
• 10 years: 7.01%
• Sector: Consumer Staples
• Industry: Discount Stores

About: Dollar Tree operates discount stores across the United States and Canada, with over 8,800 shops under its namesake banner. About 50% of Dollar Tree's sales in fiscal 2024 were consumables (including food, health and beauty, and cleaning products), around 45% variety items (including toys and homewares), and 5% seasonal items. Dollar Tree sells most of its merchandise at the $1.25 price point and positions its stores in well-populated suburban markets. 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 third in rural areas.

Employees: 214,710

Fund manager confidence

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

29% more first-time investments, than exits

New positions opened: 141 | 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 (+$2.07B) [Q4]

13% more funds holding in top 10

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

7.18% more ownership

Funds ownership: 95.13% [Q3] → 102.31% (+7.18%) [Q4]

3% more funds holding

Funds holding: 675 [Q3] → 697 (+22) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 275

Research analyst outlook

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

• Low target: $70 14% downside
• Avg. target: $86 5% upside
• High target: $103 26% upside

9 analyst ratings

• positive: 5 56%
• neutral: 3 33%
• negative: 1 11%

B of A Securities Robert Ohmes 62% 1-year accuracy 13 / 21 met price target	14% downside $70	Underperform Maintained	8 Apr 2025
Citigroup Paul Lejuez 43% 1-year accuracy 21 / 49 met price target	26% upside $103	Buy Upgraded	7 Apr 2025
Wells Fargo Edward Kelly 57% 1-year accuracy 20 / 35 met price target	10% upside $90	Overweight Maintained	1 Apr 2025
Evercore ISI Group Greg Melich 80% 1-year accuracy 40 / 50 met price target	3% downside $79	In-Line Maintained	1 Apr 2025
Guggenheim John Heinbockel 63% 1-year accuracy 12 / 19 met price target	16% upside $95	Buy Maintained	28 Mar 2025