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Feb 18
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$132.54
$132.54
-0.0%
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LONG
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Benzinga
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A dunnhumby report shows dollar stores are gaining significant market share, with penetration reaching 42%. Dollar Tree (DLTR) and its Family Dollar brand each gained 4-6 percentage points in customer penetration year-over-year. This market share capture is a direct result of the "affordability crunch," where financially stretched consumers are actively trading down from traditional grocers. This secular trend is fueled by high perceived inflation and is likely to persist as long as household budgets remain tight. The macroeconomic environment and documented consumer behavior shift provide a strong, ongoing tailwind for DLTR, suggesting potential for continued revenue growth and market share consolidation. A rapid improvement in consumer financial health or a sharp drop in perceived inflation could slow the trade-down trend. Increased price competition from Walmart (WMT) or Dollar General (DG) could pressure margins. |
Finnhub - DLTR
Walmart, Dollar Stores Beat Traditional Groce...
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Feb 18
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$132.54
$132.54
-0.0%
|
N/A
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Finnhub News
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— |
Finnhub - DLTR
Does Dollar Tree’s (DLTR) Downgrade Expose De...
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Feb 17
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$128.52
$132.54
+3.1%
|
N/A
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Finnhub News
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— |
Finnhub - DLTR
Consumer Staples Are on a Tear. These Still L...
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Feb 16
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$126.06
$132.54
+5.1%
|
N/A
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Finnhub News
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— |
Finnhub - DLTR
Dollar Tree quietly adds more higher-priced i...
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Feb 16
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$126.06
$132.54
+5.1%
|
N/A
|
Finnhub News
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— |
Finnhub - DLTR
Dollar Tree makes an upscale play to fuel sal...
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Feb 16
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$126.06
$132.54
+5.1%
|
N/A
|
Finnhub News
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— |
Finnhub - DLTR
3 Mid-Cap Stocks We Approach with Caution
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Feb 15
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$126.06
$132.54
+5.1%
|
N/A
|
Finnhub News
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— |
Finnhub - DLTR
The London Company Mid Cap Portfolio Q4 2025:...
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Feb 14
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$126.06
$132.54
+5.1%
|
LONG
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Finnhub News
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The headline suggests a positive strategic shift for Dollar Tree driven by higher-earning shoppers, prompting a valuation review. |
Finnhub - DLTR
Dollar Tree (DLTR) Valuation Check As Higher ...
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Feb 13
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$126.06
$132.54
+5.1%
|
SHORT
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Finnhub News
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BMO has downgraded Dollar Tree due to concerns over its digital strategy and potential risks to profit margins. |
Finnhub - DLTR
BMO downgrades Dollar Tree citing digital gap...
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Feb 13
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$126.06
$132.54
+5.1%
|
SHORT
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Finnhub News
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BMO Capital has downgraded Dollar Tree to an Underperform rating and reduced its price target to $95. |
Finnhub - DLTR
BMO Capital Downgrades Dollar Tree to Underpe...
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Feb 11
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$125.00
$132.54
+6.0%
|
NEUTRAL
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@BarbarianCap
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"Discount retailer Dollar Tree is moving into higher-income neighborhoods, a sign of an economy increasingly catered to wealthy people." |
@BarbarianCap
"Discount retailer Dollar Tree is moving into...
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