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Upturn AI SWOT - About
DLTR 
Dollar Tree Inc (DLTR)
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Upturn Advisory Summary
03/05/2025: DLTR (1-star) is a SELL. SELL since 1 days. Profits (-4.97%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.16% | Avg. Invested days 34 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.68B USD | Price to earnings Ratio 16.06 | 1Y Target Price 82.93 |
Price to earnings Ratio 16.06 | 1Y Target Price 82.93 | ||
Volume (30-day avg) 2992653 | Beta 0.91 | 52 Weeks Range 60.49 - 135.94 | Updated Date 04/2/2025 |
52 Weeks Range 60.49 - 135.94 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.83 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.24% | Operating Margin (TTM) 12.01% |
Management Effectiveness
Return on Assets (TTM) 4.65% | Return on Equity (TTM) 18.47% |
Valuation
Trailing PE 16.06 | Forward PE 13.07 | Enterprise Value 22778454274 | Price to Sales(TTM) 0.95 |
Enterprise Value 22778454274 | Price to Sales(TTM) 0.95 | ||
Enterprise Value to Revenue 1.3 | Enterprise Value to EBITDA 11.29 | Shares Outstanding 215083008 | Shares Floating 202646914 |
Shares Outstanding 215083008 | Shares Floating 202646914 | ||
Percent Insiders 0.08 | Percent Institutions 103.57 |
Analyst Ratings
Rating 3.48 | Target Price 84.13 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 19 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Dollar Tree Inc
Company Overview
History and Background
Dollar Tree, Inc. was founded in 1953 as K&K 5&10 in Norfolk, Virginia. In 1986, it was renamed Dollar Tree Stores, Inc. and went public in 1995. Through strategic acquisitions and organic growth, it has become a leading operator of discount variety stores.
Core Business Areas
- Dollar Tree: Operates stores offering a variety of merchandise priced at $1.25 or less (formerly $1.00), including consumables, variety and seasonal goods, and home decor.
- Family Dollar: Operates a chain of discount stores offering a broader assortment of merchandise than Dollar Tree, typically at slightly higher price points. Merchandise includes food, health and beauty aids, apparel, and household products.
Leadership and Structure
The CEO is Richard Dreiling. The organizational structure is hierarchical, with regional and district managers overseeing store operations. Board of Directors oversee executive management.
Top Products and Market Share
Key Offerings
- Consumables: Includes food, health and beauty aids, and household chemicals. Competitors include Walmart, Dollar General, and grocery stores. Hard to specifically isolate market share data by category without proprietary data.
- Variety & Seasonal: Encompasses toys, gifts, stationery, party supplies, and seasonal decorations. Competitors are general merchandise retailers and specialty stores. Market share is fragmented and difficult to isolate.
- Apparel and Accessories: Includes clothing items and accessories sold at low prices. Competitors such as Walmart and Target who also sell apparel at a discount.
Market Dynamics
Industry Overview
The discount retail industry is characterized by high competition and sensitivity to economic conditions. Key drivers include consumer spending patterns, inflation, and supply chain efficiency.
Positioning
Dollar Tree Inc. is positioned as a deep-discount retailer, appealing to value-conscious consumers. Its competitive advantage lies in its wide selection of low-priced goods and extensive store network.
Total Addressable Market (TAM)
The discount retail market is estimated at hundreds of billions of dollars annually. Dollar Tree Inc. is well-positioned to capture a significant share of this TAM through its store expansion and product diversification strategies.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive store network
- Value-oriented pricing
- Wide product assortment
- Strong supply chain
Weaknesses
- Low profit margins
- Dependence on low-income consumers
- Inventory management challenges
- Store conditions and aesthetics
- Reliance on imported goods
Opportunities
- Expanding into new markets
- Increasing online presence
- Offering private-label brands
- Improving store layouts and merchandising
- Catering to diverse customer segments
Threats
- Increased competition from other discount retailers
- Economic downturns
- Rising costs of goods and transportation
- Changes in consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DG
- WMT
- TGT
- FIVE
Competitive Landscape
Dollar Tree Inc. competes with a variety of retailers, including dollar stores, supermarkets, and online retailers. The company differentiates itself through its low prices and extensive store network. Dollar General has a greater store presence and market share.
Major Acquisitions
Family Dollar
- Year: 2015
- Acquisition Price (USD millions): 8500
- Strategic Rationale: Acquisition of Family Dollar was intended to expand Dollar Tree's customer base and store network, and to realize synergies through combined operations and economies of scale.
Growth Trajectory and Initiatives
Historical Growth: Dollar Tree Inc. has experienced significant growth through acquisitions and organic store expansion. The company continues to grow and expand into new regions.
Future Projections: Analysts predict continued revenue growth, driven by store expansion and same-store sales increases. Profitability improvements will depend on cost management and pricing strategies.
Recent Initiatives: Recent initiatives include store renovations, expansion of private-label offerings, and investments in e-commerce capabilities.
Summary
Dollar Tree is a major player in the discount retail sector. The company's strength lies in its broad network and value pricing, but its margins are thin and sensitive to economic changes. While ongoing initiatives may improve outlook, it faces stiff competition and supply chain risks. Overall, its a mixed bag that is very dependant on the current macro economic conditions.
Similar Companies
COST
Costco Wholesale Corp
COST
Costco Wholesale Corp
DG
Dollar General Corporation
DG
Dollar General Corporation
FIVE
Five Below Inc
FIVE
Five Below Inc
TGT
Target Corporation
TGT
Target Corporation
WMT
Walmart Inc
WMT
Walmart Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
- Company Website
- Earnings Reports
- Third party sources
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is approximate and based on available public information. Actual results may vary. Financial metrics are representative and require access to specific reporting periods for accuracy. AI-Generated rating is directional and should not be the sole basis for investment decisions.
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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