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I maintain my buy rating on Dollar Tree, as 1Q25 results show strong sales growth, margin expansion, and successful MPP strategy execution. Macro tailwinds and elevated price sensitivity among lower-income consumers continue to drive traffic and support Dollar Tree's value proposition. Gross margin improvement despite shrink and mix headwinds demonstrates operational resilience, with further upside if shrink issues are addressed.
Dollar Tree Inc. DLTR posted better-than-expected first-quarter earnings on Wednesday.
Among its recent efforts, Dollar Tree Inc. is selling off its struggling Family Dollar chain, while also attracting higher-income shoppers looking to save money amid the ongoing tariff and inflation squeeze.
Dollar Tree (DLTR 8.98%) stock was adding a few dollars to its stock price as the Thursday trading session approached closing time. Although investors weren't impressed by the quarterly earnings report the company posted the previous morning, sentiment improved thanks to price target raises -- and even one recommendation upgrade -- by analysts Thursday.
DLTR reported Q1 earnings above expectations. Discretionary product sales quickly recovered as Temu has struggled from April forward. The slightly raised FY2025 guidance underlines Dollar Tree's great resilience in a challenging consumer environment and tariff landscape. The Family Dollar sale will be finalized soon, leaving Dollar Tree with an improved organic outlook.
J.P. Morgan analyst Matthew Boss upgrades the stock to Overweight despite tariff fears.
U.S. equities rallied at midday after President Donald Trump said he and Chinese leader Xi Jinping agreed to more trade talks. The Dow Jones Industrial Average, S&P 500, and Nasdaq all gained.
The dollar stores, such as Dollar General NYSE: DG and Dollar Tree NASDAQ: DLTR, have stock prices trading at discount levels in 2025. The discounts were deserved, driven by sluggish retail business and much-needed rationalizations that are now underway.
Dollar stores are gaining ground with high-income households, companies have said this week.
Major U.S. equities indexes finished Wednesday mixed after a report showed job creation by private employers hitting a two-year low in April, prompting President Donald Trump to reiterate calls for interest-rate cuts by the Federal Reserve.