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    Ryan Bulger • Gordon Haskett Research Advisors

    Ryan Bulger's questions to Dollar Tree Inc (DLTR) leadership

    Ryan Bulger's questions to Dollar Tree Inc (DLTR) leadership • Q3 2025

    Question

    Ryan Bulger, on for Chuck Grom, asked if the general liability claims that impacted past results are expected to be a recurring issue into fiscal 2025.

    Answer

    CFO Jeff Davis responded that the company believes the adjustments taken this year adequately address its current portfolio of claims. While unable to forecast for 2025, he noted that future impact depends on claim activity and that the company is actively working on safety and training initiatives to mitigate these risks. He affirmed that current reserves are considered adequate.

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    Ryan Bulger's questions to BJ's Wholesale Club Holdings Inc (BJ) leadership

    Ryan Bulger's questions to BJ's Wholesale Club Holdings Inc (BJ) leadership • Q2 2024

    Question

    Ryan Bulger of Gordon Haskett Research Advisors asked what was driving the improvement in general merchandise and whether it was macro factors, replacement cycles, or internal innovation. He also inquired about differences in big-ticket spending across membership tiers or income levels.

    Answer

    CEO Robert Eddy attributed the GM improvement primarily to internal efforts, including investing in talent and enhancing assortments to strengthen the 'treasure hunt' experience. Regarding big-ticket items, he noted that consumers across all economic levels are resilient but value-focused, purchasing when the price is right (e.g., consumer electronics) but remaining selective on other items (e.g., patio sets).

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