Erica Eiler's questions to Dollar Tree Inc (DLTR) leadership • Q3 2025
Question
Erica Eiler, on for Rupesh Parikh, asked about management's confidence in sustaining the positive momentum at Family Dollar, specifically regarding its traffic growth and the recent positive turn in discretionary sales.
Answer
Interim CEO Mike Creedon expressed high confidence, attributing the success to durable merchandising changes, such as focusing on high-frequency discretionary items and targeted store resets. He emphasized that the strong performance of renovated H2.5 and urban extra small box (XSB) formats provides a long-lasting foundation for continued momentum.