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Jihyeon Ma

Senior Research Analyst at Bernstein

Jihyeon Ma is a Senior Research Analyst at Bernstein Institutional Services LLC, specializing in equity research. Since joining Bernstein in 2024, Ma has focused on coverage within key industry sectors, leveraging prior experience at Goldman Sachs & Co. Her analyst career demonstrates strong institutional expertise, supporting coverage of major listed companies and driving valuable investment insights. Ma is registered with FINRA, further validating her professional credentials in securities analysis.

Jihyeon Ma's questions to DOLLAR TREE (DLTR) leadership

Jihyeon Ma's questions to DOLLAR TREE (DLTR) leadership • Q1 2025

Question

Jihyeon Ma from Bernstein asked a long-term strategic question about Dollar Tree's global sourcing philosophy in a de-globalizing world, specifically questioning the current and future importance of China.

Answer

CEO Michael Creedon responded that global sourcing remains critical to delivering the company's value proposition. He stated the primary goal is to secure the 'lowest landed cost' for products, and the company will source from any country that helps achieve this. The specific country mix may shift over time based on cost-effectiveness, but the underlying strategy remains consistent.

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