Jihyeon Ma's questions to Dollar Tree Inc (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.