FINWIRES · TerminalLIVE
FINWIRES

$DLTR

25 stories mentioning DLTR

Every FINWIRES story that references DLTR, newest first.

Wire

Dollar Tree Cuts Prices on Select Groceries After Weak Shopper Reaction, Oppenheimer Says

Dollar Tree (DLTR) may face a modest earnings reset as recent grocery price increases appear to be getting rolled back, while weak shopper response and softer store-level trends may weigh on results, Oppenheimer said in a note Tuesday.Weekend store checks showed new price cuts and temporary discounts on some grocery items, suggesting shoppers may not have responded to earlier price boosts as management expected, the report said. Some stores had updated signage, while others rang up lower prices even when shelf labels still showed higher ones, Oppenheimer said.Management may have raised prices too aggressively on certain items, though it's unclear whether the company is also passing tariff savings to customers, Oppenheimer said.Dollar Tree is set to hold a conference call Thursday after fiscal Q1 results, and Oppenheimer said it will look for more detail on how much of the food assortment is now priced at $1.50 and how customers are reacting.Oppenheimer maintained its perform rating on Dollar Tree stock and said that store conditions remain solid and merchandise selection continues to improve across most recent checks.Price: $92.73, Change: $-2.25, Percent Change: -2.37%

$DLTR
Wire

Dollar Tree Grapples With Volatile Trends, Cost Pressures, UBS Says

Dollar Tree (DLTR) is grappling with volatile trends as the retailer works to retain its appeal to budget-strained shoppers amid rising costs and mounting affordability pressures, UBS Securities said Thursday in a report.UBS said the market widely expects fiscal Q1 comparable sales at or below the bottom end of the company's 3% to 4% full-year comp outlook, making the current 3.6% consensus appear too optimistic.Dollar Tree will likely move its comparable-sales outlook to 1% to 3% for the year, which in turn would probably mean lowering its EPS forecast to $6.10 to $6.50 from the current $6.50 to $6.90 range, the report said.The company will also need to account for higher fuel and transportation costs alongside a softer sales outlook, UBS said. Q1 results are due Thursday.UBS lowered its price target on Dollar Tree stock to $132 from $138 and maintained its buy rating.Price: $94.71, Change: $-1.01, Percent Change: -1.05%

$DLTR
Dollar Tree Could Miss Quarterly Earnings Views, Cut Outlook Amid Oil Price Headwinds, Oppenheimer Says
US Markets

Dollar Tree Could Miss Quarterly Earnings Views, Cut Outlook Amid Oil Price Headwinds, Oppenheimer Says

Dollar Tree's (DLTR) fiscal first-quarter earnings could fall short of Wall Street's estimates amid potential oil price headwinds, which may prompt the discount retailer to cut its full-year outlook, Oppenheimer said Wednesday.The brokerage now expects the company to log earnings of $1.45 a share for the three-month period when it reports May 28, down from its prior outlook of $1.55, which is also the Street's view. In March, the company said it expected first-quarter adjusted EPS of $1.45 to $1.60."We have moved to the low end of the guidance range to reflect likely diesel headwinds and more conservative (comparable) assumptions given current consumer dynamics and recent pricing actions at the chain," Oppenheimer analysts, including Rupesh Parikh, said in a note to clients Wednesday.Investor sentiment surrounding the retailer has been "the most negative" in some time due to elevated diesel prices, the potential for continued traffic decreases and concerns regarding the low-income cohort, according to the brokerage. "We believe some of these fears are valid, especially on the cost and consumer fronts," the analysts said.Energy prices have surged in the aftermath of the US-Israel war with Iran that started at the end of February, with the crucial Strait of Hormuz effectively shut. A fragile ceasefire between the US and Iran still holds, with the two sides yet to agree on a framework for a permanent peace deal.Dollar Tree could lower its fiscal 2026 earnings projections to reflect the high oil prices, a "less robust" top-line outlook, and potentially less favorable mix, Oppenheimer said.In March, the company projected full-year adjusted EPS at $6.50 to $6.90, while the Street is currently looking for $6.70. Since that time, diesel costs have moved up by about $0.50, according to Oppenheimer.When oil prices surged in 2022 in the wake of Russia's invasion of Ukraine, the retailer's management quantified a $63 million annualized impact for every $1 change in diesel rate for the year, the brokerage said. At the time, the company saw impacts on traffic as customers made less trips at the gas stations.Dollar Tree shares were up 2% in Wednesday afternoon trade. So far in 2026, the stock has lost 25% in value."Based on our review of historical valuation parameters and read of investor sentiment, we see limited downside risk on the print," Oppenheimer said.Price: $92.26, Change: $+1.65, Percent Change: +1.82%

$DLTR
Research

Research Alert: CFRA Keeps Sell Opinion On Shares Of Dollar Tree, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target to $85 from $100, about 13x our FY 27 (Jan.) EPS of $6.49 (cut from $6.67 and below DLTR's guidance range of $6.50 to $6.90). We cut our FY 28 EPS to $7.09 from $7.23. This multiple is a notable discount to the company's long-term average forward P/E of 18x. We think a discount is warranted given risks associated with the company's multi-price rollout, which we believe introduces more competition and will make it difficult for DLTR to sustain traffic growth. We also note some one-time or transitory benefits to earnings growth in FY 27, including lower re-stickering costs associated with the multi-price rollout, along with higher TSA income from the divested Family Dollar business. Finally, freight costs, which served as a meaningful tailwind over the past year, are now reversing course. We expect rising freight to emerge as a more significant headwind as the fiscal year progresses, with potential downside implications for both margins and EPS.

$DLTR
Wire

Bernstein Adjusts Price Target on Dollar Tree to $117 From $124, Maintains Market Perform Rating

Dollar Tree (DLTR) has an average rating of hold and mean price target of $125.70, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $101.06, Change: $-1.19, Percent Change: -1.17%

$DLTR

Showing 21-25 of 25