Dollar Tree, Inc. (DLTR)

In June 2025, Dollar Tree's shares dropped after the company warned that its second-quarter profit could be down as much as 50% year-over-year due to tariff-related costs. In July 2025, Dollar Tree announced a share buyback program, authorizing the repurchase of up to $2.50 billion in shares. In September 2025, the company posted stronger-than-expected second-quarter sales and earnings, leading to revised price targets from analysts. In October 2025, JPMorgan raised its price target on Dollar Tree's shares, while Jefferies downgraded the stock, citing pressures from inflation, tariffs, and intense competition.

Demand for Dollar Tree, Inc. products and services exhibits seasonality, primarily driven by major holidays and seasonal events. The company regularly updates its inventory to reflect these changes, offering specific merchandise for holidays such as Christmas, Easter, Halloween, and Valentine's Day, as well as items for summer parties, indicating that sales of seasonal goods likely peak around these festive periods.

Dollar Tree, Inc. is an American multi-price-point chain of discount variety stores operating under the Dollar Tree and Family Dollar brands, headquartered in Chesapeake, Virginia, and recognized as a Fortune 500 company. Its sector is Consumer Defensive, and its industry is classified as Retail - Defensive or Variety Stores. Dollar Tree offers a wide assortment of consumable merchandise, variety merchandise, and seasonal goods, including the expanded "Dollar Tree Plus!" offerings with multi-price point items.

Dollar Tree, Inc. operates over 9,000 discount retail stores across 48 contiguous U.S. states and five Canadian provinces, supported by a nationwide logistics network of distribution centers. As of February 1, 2025, the company operated 16,500 stores across 48 states and five Canadian provinces under the brands of Dollar Tree, Family Dollar, and Dollar Tree Canada.

Dollar Tree benefits from strong brand recognition and a resilient business model due to its focus on value and affordability. However, price increases have caused confusion among shoppers and led to lower purchase rates. Intense competition from larger retailers like Walmart poses a challenge. The Uber Eats partnership, while intended to provide convenience, may be unaffordable for many of Dollar Tree's cost-burdened customers.

Dollar Tree, Inc. has significant institutional ownership, with 1464 institutional owners and shareholders holding a total of 246,758,618 shares, accounting for approximately 92.76% of the company, while individual ownership stands at about 0.15%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Mantle Ridge LP, EdgePoint Investment Group Inc., Capital International Investors, State Street Corp, T. Rowe Price Investment Management, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, and Nomura Holdings Inc.