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DOLLAR TREE (DLTR)

Dollar Tree, Inc. operates over 16,700 retail discount stores across the United States and Canada, focusing on providing value through a variety of merchandise at competitive price points . The company operates under two main segments: Dollar Tree and Family Dollar, each offering a diverse range of products . Dollar Tree stores are known for their fixed price offerings, while Family Dollar stores provide a mix of consumable and discretionary merchandise in convenient neighborhood locations .

  1. Dollar Tree - Offers a variety of merchandise predominantly at the $1.25 price point, with additional offerings at $3, $4, and $5. Includes operations under the "Dollar Tree" and "Dollar Tree Canada" brands, focusing on consumables, discretionary items, and seasonal goods .
  2. Family Dollar - Operates general merchandise retail discount stores providing competitively-priced consumable merchandise such as food, beverages, health and personal care products, along with discretionary items like home products, apparel, and seasonal goods .

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NamePositionExternal RolesShort Bio

Richard W. Dreiling

ExecutiveBoard

Chairman and Chief Executive Officer

Board of Directors of Lowe’s Companies, Inc.

Richard W. Dreiling has over 40 years of retail experience and has been leading Dollar Tree since February 2023. He previously served as Executive Chairman and has a strong background in business development and value retail.

Jeffrey A. Davis

Executive

Chief Financial Officer

N/A

Jeffrey A. Davis is the CFO of Dollar Tree, with his signature on filings as recent as December 2024. Further details about his career or external roles are not provided in the documents.

Jennifer Hulett

Executive

Chief Human Resources Officer

N/A

Jennifer Hulett has been the CHRO since January 2022, overseeing HR strategies for Dollar Tree, Family Dollar, and Dollar Tree Canada. She has previous HR leadership experience at Core-Mark and Ericsson.

Jonathan Leiken

Executive

Chief Legal Officer and Corporate Secretary

N/A

Jonathan Leiken has been the Chief Legal Officer since August 2023, with prior experience at Diebold Nixdorf, Inc..

Michael C. Creedon, Jr.

Executive

Chief Executive Officer

Board of Directors for the Chrysler Museum and Trustee for Norfolk Academy

Michael C. Creedon, Jr. became the permanent CEO in December 2024. He joined Dollar Tree as COO in 2022 and has a background in leadership roles at Advance Auto Parts, Tyco International, and ADT Security.

Michael Kindy

Executive

Chief Supply Chain Officer

N/A

Michael Kindy joined Dollar Tree in May 2023 as Chief Supply Chain Officer, previously serving as EVP of Global Supply Chain at Dollar General.

Richard McNeely

Executive

Chief Merchandising Officer for Dollar Tree stores

N/A

Richard McNeely has been the Chief Merchandising Officer since May 2017, playing a key role in Dollar Tree's multi-price strategy transition.

Bertram L. Scott

Board

Director

Board of Directors at Equitable Holdings, Inc., Lowe’s Companies, Inc., and Becton, Dickinson and Company

Bertram L. Scott has been a director since March 2022, recognized for his governance and business expertise.

Cheryl W. Grisè

Board

Director

Board of Directors at ICF International, Inc., PulteGroup, Inc., and MetLife, Inc.

Cheryl W. Grisè has been a director since 2022, recognized for her governance and legal expertise.

Daniel J. Heinrich

Board

Director

Board of Directors at Lowe’s Companies, Inc.

Daniel J. Heinrich joined the Board in March 2022, known for his financial oversight expertise.

Diane E. Randolph

Board

Director

Board of Directors at Shoe Carnival, Inc. and Flexe, Inc.

Diane Randolph joined the Board in August 2023, bringing IT and business transformation expertise.

Edward J. Kelly, III

Board

Chairman of the Board

Board of Directors at Citizens Financial Group, Inc. and Metlife, Inc.

Edward J. Kelly, III became Chairman of the Board in November 2024, having been a director since March 2022. He has extensive experience in business, strategic, financial, and legal areas.

Jeffrey G. Naylor

Board

Director

Chairman of the Board at Synchrony Financial; Board Member at Wayfair, Inc.

Jeffrey G. Naylor has been a director since March 2018, serving as Chair of the Audit Committee.

Mary A. Laschinger

Board

Director

Board of Directors at Newmont Corporation and Kellanova

Mary A. Laschinger has been a director since March 2022, with a background in senior executive roles and board positions.

Paul C. Hilal

Board

Vice Chair of the Board of Directors

Founder and CEO of Mantle Ridge LP; Board Member at CSX Corporation

Paul C. Hilal has been Vice Chair since 2022, instrumental in Dollar Tree's transformation plan.

Stephanie P. Stahl

Board

Director

Board Member at Carter’s, Inc. and Newell Brands, Inc.

Stephanie P. Stahl has been a director since January 2018, with expertise in marketing, strategy, and sustainability.

  1. Given the deceleration in comp sales lift in Q3 due to the majority of store conversions shifting from 2.0 to 3.0 formats, how do you plan to balance the conversion cadence to maintain strong comp growth as you proceed with the multi-price rollout?

  2. With the ongoing strategic review of Family Dollar, and no guidance provided on its potential impact for FY2025, how are you preparing for possible outcomes, and what steps are you taking to mitigate uncertainty in your earnings outlook?

  3. Considering the potential impact of new tariffs under the new administration and your past experience in mitigating tariff effects, can you provide details on your contingency plans and how they might influence your supply chain and pricing strategies?

  4. Given the recurrence of general liability claims impacting your financials and your reliance on adjustments made this year, what proactive measures are you implementing to reduce future claims, and how confident are you that current reserves are adequate?

  5. With reduced SNAP benefits contributing to a 30 basis point comp headwind and evidence of belt-tightening among lower-income customers, how are you adjusting your strategies at Family Dollar to sustain traffic and sales momentum amid these challenging consumer trends?

Research analysts who have asked questions during DOLLAR TREE earnings calls.

Edward Kelly

Wells Fargo

7 questions for DLTR

Also covers: ACI, BJ, COST +11 more

John Heinbockel

Guggenheim Partners

7 questions for DLTR

Also covers: ACI, ASO, COST +14 more

Michael Lasser

UBS

7 questions for DLTR

Also covers: AAP, ASO, AZO +23 more

Matthew Boss

JPMorgan Chase & Co.

6 questions for DLTR

Also covers: , AEO, ANF +37 more

Paul Lejuez

Citigroup

6 questions for DLTR

Also covers: , ACI, AEO +35 more

Simeon Gutman

Morgan Stanley

6 questions for DLTR

Also covers: AAP, ACI, ARHS +32 more

Seth Sigman

Cantor Fitzgerald

5 questions for DLTR

Also covers: AAP, ARHS, AZO +13 more

Charles Grom

Gordon Haskett Research Advisors

4 questions for DLTR

Also covers: BJ, CASY, COST +13 more

Rupesh Parikh

Oppenheimer & Co. Inc.

4 questions for DLTR

Also covers: ACI, BJ, CHD +16 more

Scot Ciccarelli

Truist Securities

4 questions for DLTR

Also covers: AAP, AZO, BBY +12 more

Katharine McShane

Goldman Sachs Group, Inc.

3 questions for DLTR

Also covers: AAP, ASO, BBWI +16 more

Krisztina Katai

Deutsche Bank AG

3 questions for DLTR

Also covers: BBWI, CASY, FIVE +7 more

Karen Short

Melius Research

2 questions for DLTR

Also covers: ACI, BBY, COST +9 more

Kelly Bania

BMO Capital Markets

2 questions for DLTR

Also covers: ACI, ARKO, CASY +11 more

Peter Keith

Piper Sandler & Co.

2 questions for DLTR

Also covers: ARHS, BBY, BOOT +18 more

Chuck Grom

Gordon Haskett Research Advisors

1 question for DLTR

Also covers: BJ, CASY, COST +9 more

Chuck Roth

Gordon Haskett

1 question for DLTR

Erica Eiler

Oppenheimer

1 question for DLTR

Also covers: ACI, HRL, UTZ

Gi-Hae Ma

Bernstein

1 question for DLTR

Jihyeon Ma

Bernstein

1 question for DLTR

Joseph Feldman

Telsey Advisory Group

1 question for DLTR

Also covers: ACI, BBY, COOK +9 more

Kate McShane

Goldman Sachs

1 question for DLTR

Also covers: ASO, AZO, BBWI +17 more

Mathew Ball

JPMorgan Chase & Co.

1 question for DLTR

Michael Montani

Evercore ISI

1 question for DLTR

Also covers: AAP, ACI, CASY +5 more

Robert Ohmes

Bank of America

1 question for DLTR

Also covers: ACI, ARHS, ASO +17 more

Ryan Bulger

Gordon Haskett Research Advisors

1 question for DLTR

Also covers: BJ, M, ROST

Zach

Morgan Stanley

1 question for DLTR

Zhihan Ma

Bernstein

1 question for DLTR

Also covers: COST, DG, HD +2 more
Program DetailsProgram 1
Approval DateN/A
End Date/DurationN/A
Total additional amount$2.5 billion
Remaining authorization$952.4 million
DetailsThe program is part of a strategy to manage capital allocation effectively, aiming to return capital to shareholders and potentially improve earnings per share by reducing the number of shares outstanding.
NameStart DateEnd DateReason for Change
KPMG LLP1987 PresentCurrent auditor

Recent press releases and 8-K filings for DLTR.

Dollar Tree outlines growth strategy at Investor Day 2025
DLTR
Guidance Update
New Projects/Investments
  • Dollar Tree presented its standalone strategy post-Family Dollar sale, highlighting multi-price expansion as a key growth driver; since 2023 the company has added $2.6 billion in sales (7.5% CAGR) and $1 billion in gross profit (8% CAGR) through an optimized assortment.
  • Management reiterated a 5–7% annual top-line growth target—driven by 3–4% same-store sales plus new-store contributions—and projects 12–15% EPS CAGR, including $95 million of discrete cost savings in 2026.
  • The company plans to open about 400 new stores per year (adding ~3.6 million net sq ft), with each cohort expected to deliver 25%+ IRR and contribute ~$650 million in first-year sales.
  • A new store refresh program will touch approximately 3,000 existing stores and renovate over 100 locations to enhance customer experience and operational standards under the “Race to Gold” initiative.
Oct 15, 2025, 4:30 PM
Dollar Tree outlines growth strategy at Investor Day 2025
DLTR
Guidance Update
Share Buyback
Dividends
  • Dollar Tree’s five-year growth algorithm targets 5–7% annual top-line growth driven by 3–4% same-store sales and ~2.5% from opening 400 new stores annually; Q3 2025-to-date comps at 3.8%.
  • The MultiPrice strategy, now at ~15% of mix above $2, has driven an average comp of 5% since 2022 and 6% in H1 2025, boosting basket size and margins through higher-AUR, faster-turning items.
  • A multiyear supply chain modernization plan—including a new 1 million sq ft DC in Marietta by 2027, network optimization to reach a 750:1 store-to-DC ratio by 2029, and AI-enabled IT systems—is underway to lower costs and support store growth.
  • Financial strategy emphasizes disciplined capital allocation: $1.2 billion in share repurchases YTD (~6% of shares), maintaining <2.5× leverage, and planning for a modest dividend next year while funding growth investments.
Oct 15, 2025, 4:30 PM
Dollar Tree projects 12-15% EPS growth through 2028
DLTR
Guidance Update
Share Buyback
M&A
  • Dollar Tree reaffirmed its Q3 and FY 2025 guidance with 3.8% comparable same-store sales growth quarter-to-date in 2025.
  • The company expects 12–15% EPS CAGR from fiscal 2026 to 2028, including high-teens EPS growth in 2026 driven by cost benefits and the absence of discrete tariff and divestiture expenses.
  • Management is enhancing product assortment, customer experience, and supply chain as a standalone retailer following the $1 billion sale of Family Dollar.
  • Despite bearish technical indicators and elevated leverage, Dollar Tree’s stock has risen 28% YTD through October 2025.
Oct 15, 2025, 11:23 AM
Dollar Tree outlines 2025 Investor Day outlook
DLTR
Guidance Update
Share Buyback
  • Dollar Tree reaffirmed its third-quarter and fiscal 2025 outlook and provided a 12–15% EPS CAGR target for fiscal years 2026–2028 based on underlying 8–10% annual growth plus discrete cost benefits.
  • Fiscal 2026 EPS is expected to grow in the high-teens percentage due to the absence of recent tariff mitigation and multi-price conversion costs.
  • Through quarter-to-date Q3 2025, comparable same-store sales are up 3.8%, and the company has repurchased 2.8 million shares for $271 million; EPS guidance remains unchanged for any benefit from these buybacks.
  • The Investor Day held October 15, 2025, at the NASDAQ MarketSite detailed strategic initiatives across assortment, customer experience, supply chain, and standalone Dollar Tree growth.
Oct 15, 2025, 10:31 AM
Dollar Tree outlines 2025 Investor Day and EPS growth outlook
DLTR
Guidance Update
Share Buyback
  • Dollar Tree will host its 2025 Investor Day on October 15 to present its operational strategy and financial outlook, covering assortment, customer experience, supply chain, and disciplined growth.
  • The company reaffirmed its third-quarter and full-year 2025 outlook as previously provided on September 3, 2025.
  • Management expects 12–15 percent EPS CAGR for fiscal 2026–2028, built on an underlying 8–10 percent growth algorithm plus discrete cost benefits, with high-teens EPS growth in fiscal 2026.
  • Through quarter-to-date, comparable same-store sales grew 3.8 percent, and Dollar Tree repurchased 2.8 million shares for $271 million; third-quarter and fiscal-year EPS outlooks remain unchanged for the benefit of these repurchases.
Oct 15, 2025, 10:30 AM
Dollar Tree plans 1.25M Sq Ft Arizona distribution center
DLTR
New Projects/Investments
  • Dollar Tree acquired a 1.25 million sq ft distribution center in Litchfield Park, AZ, for $147.1 million, marking its first Phoenix-area facility.
  • The climate-controlled center is set to open in spring 2026, creating 400 new jobs and servicing stores across Arizona, Colorado, Nevada, New Mexico, and Utah.
  • This follows the recent groundbreaking of a 1 million sq ft center in Marietta, Oklahoma (opening spring 2027) to replace a tornado-destroyed facility and serve ~700 Western and Southwestern stores.
  • Dollar Tree now operates over 8,800 stores in the U.S. and Canada, with a market cap of $18.41 billion, amid a –15.80% profit margin, 20.06% ROE, and $2.02 billion levered free cash flow.
Oct 2, 2025, 10:12 PM
Dollar Tree reports Q2 2026 results
DLTR
Earnings
Share Buyback
M&A
  • Dollar Tree reported adjusted diluted EPS of $0.77, including a $0.20 tariff-timing benefit.
  • Comparable store sales grew 6.5%, driven by 3.0% traffic and 3.4% ticket increases; consumables rose 6.7%, discretionary 6.1%; segment gross margin expanded 20 bps, while adjusted operating margin contracted 20 bps.
  • The company opened 106 new Dollar Tree stores (totaling 9,148), converted 26 Family Dollar combo stores, with 31 remaining conversions planned by year-end.
  • YTD free cash flow from continuing operations was $145 million, with $666 million in cash; repurchased 5.0 million shares for $501 million (plus 0.6 million shares for $71 million post-quarter), and paid off $1.0 billion of maturing senior notes.
  • Completed the sale of Family Dollar for $1.0 billion in purchase consideration (net proceeds of $800 million) and entered transition services agreements for up to 18 months.
Sep 3, 2025, 12:00 PM
Dollar Tree completes sale of Family Dollar business
DLTR
M&A
  • Dollar Tree completed the sale of its Family Dollar segment to Brigade Capital Management and Macellum Capital Management for $1.0 billion in cash, with $800 million in expected net proceeds.
  • The divestiture allows Dollar Tree to refocus on its core value retail business to drive growth, innovation and operational efficiency.
  • The transaction is expected to generate approximately $375 million in tax benefits and reduce SG&A expenses under a Transition Services Agreement.
  • Analysts from 26 firms rate the stock a ‘Hold’ with an average price target of $94.46, though some valuation models suggest around 26.7% upside potential.
  • Dollar Tree currently operates over 9,000 stores and 18 distribution centers across North America under its Dollar Tree brands.
Jul 7, 2025, 4:24 PM
Dollar Tree reports surge in affluent customers
DLTR
Revenue Acceleration/Inflection
  • Dollar Tree added 2.6 million new customers, primarily from households earning over $100,000, driving an 11.3% year-over-year increase in net sales.
  • Its “multiprice” (3.0) strategy—offering items up to $7—is in about 3,500 stores and is set to expand to roughly half of all locations by year-end.
  • The Family Dollar segment saw net sales decline by 4.4%, and Dollar Tree is divesting Family Dollar for $1 billion, expected to net about $800 million in Q2.
  • Higher-income shoppers are visiting more frequently (a 9% rise in customers shopping ≥3 times/month) and spending more per visit.
Jun 4, 2025, 3:31 PM
Dollar Tree reports Q1 results and tariff challenges
DLTR
Earnings
Profit Warning
  • Dollar Tree delivered 5.4% same-store sales growth in Q1, fueled by higher-income shoppers and market-share gains.
  • Q1 gross profit rose 11.7% YoY to $1.6 billion, with a 35.6% gross margin, up 20 bps.
  • Warned that steep U.S. tariffs on Chinese imports could slash Q2 profits by up to 50%, adding about $70 million in costs.
  • Implementing cost-mitigation via supplier negotiations and sourcing diversification; expects profitability improvement in H2 after completing the Family Dollar sale.
  • Analysts are mixed: BMO raised its price target to $85 (Market Perform) and Goldman Sachs to $94 (Sell), both citing tariff risks.
May 31, 2025, 6:03 AM