Dollar Tree

Dollar Tree Raises Prices to $1.75 on Some Items Amid Inflation

Dollar General

Dollar Stores See Surge in Wealthy Shoppers Amid US Affordability Crisis

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Citigroup

Citigroup maintains Buy rating on Dollar Tree, raises PT to $132.

Evercore ISI raises Dollar Tree PT to $120 from $104, maintains In-Line rating.

Dollar Tree: Piper Sandler raises PT to $114 from $108.

Catalyst<ul> <li>Most analysts rate DLTR Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant in technical indicators, with three bearish signals reported recently.</li> <li>Fund flows show a negative trend across Small, Medium, and Large order sizes, indicating declining investor confidence.</li> <li>Analysts maintain a Strong Sell rating on DLTR, citing valuation concerns despite one Buy recommendation.</li></ul>

Key Factors

Dollar Tree (DLTR) reported Q3 FY2026 earnings with revenue rising 9.4% to $4.7 billion, driven by a 4.2% same-store sales increase and a multi-price strategy.DLTR raised full-year adjusted EPS guidance to $5.60–$5.80 from $5.32–$5.72, citing strong operational performance and gross margin expansion.DLTR's Q3 non-GAAP EPS of $1.21 exceeded estimates by $0.13, and the company opened 106 new stores while converting 646 to the Dollar Tree 3.0 format.DLTR shares surged 5.17% intraday following the earnings report and guidance raise, reflecting confidence in the multi-price strategy and operational resilience.DLTR's gross margin expanded 40 basis points to 35.8%, driven by a shift to higher-tier pricing and cost management initiatives.

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