Dollar Tree Inc (DLTR): Investor Discussion

Dollar Tree Inc

Consumer


Presented:06/14/2024
Price:$106.03
Cap:$22.79B
Current Price:$67.73
Cap:$14.56B

Presented

Date06/14/2024
Price$106.03
Market Cap$22.79B
Ent Value$36.06B
P/E RatioN/A
Book Value$33.83
Div Yield0%
Shares O/S214.94M
Ave Daily Vol2,869,645
Short IntN/A

Current

Price$67.73
Market Cap$14.56B
Dollar Tree, Inc. owns and operates discount variety stores offering merchandise at fixed prices. It operates through the Dollar Tree and Family Dollar segments. The Dollar Tree segment includes operations under Dollar Tree and Dollar Tree Canada brands, with its distribution centers in the United States and Canada. The Family Dollar segment consists of a chain of general merchandise retail discount stores providing consumers with a selection of competitively priced merchandise in convenient neighborhood stores. The company was founded by J. Douglas Perry and Macon F. Brock, Jr. in 1953 and is headquartered in Chesapeake, VA.

On June 14, 2024, DeMatteo Research hosted a discussion on Dollar Tree Inc (DLTR) and the dollar store space with six investors. The discussion centered around the divestiture of Family Dollar (event path, potential buyers, dis-synergies), the outlook and valuation of the Dollar Tree banner, and positioning in DLTR vs. DG. 

Publicly traded companies mentioned herein: Alimentation Couche-Tard Inc (ATD CN), Dollar General Corp (DG), Dollar Tree Inc (DLTR), Five Below Inc (FIVE), Walmart Inc (WMT)

Divesting Family Dollar

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Idea Discussion

Commentor 1 - 2 weeks ago

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