Dollar Tree (DLTR)
Operates multi-price variety stores selling everyday essentials, discretionary goods, and seasonal merchandise.
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Sells consumables, variety merchandise, and seasonal goods through Dollar Tree stores across the United States and Canada. Retail merchandise sales drive revenue, with consumables representing roughly half of sales and an expanding multi-price assortment broadening the legacy value format.
Operates more than 9,000 Dollar Tree and Dollar Tree Canada discount stores across the United States, with a smaller presence in Canada. Stores sell consumables such as food, household supplies, and health products; variety merchandise including housewares, toys, party goods, stationery, and crafts; and seasonal goods tied to holidays and celebrations.
Combines everyday basics with promotional, closeout, private-label, and nationally branded products. Direct manufacturer relationships support customized packaging and sizes, while centralized distribution and automatic replenishment support store-level merchandising. An expanding multi-price assortment broadens selection beyond the core entry price point.
Merchandise availability and margins depend on supplier terms, freight, labor, tariffs, and imported goods; China supplies most direct imports. Operations are also subject to product, food, workplace-safety, pricing, privacy, customs, and labor rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 4, 2026 | Barclays | Reiterate | Rating: —Target: $131 | Target: $160 |
| Aug 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $125 | Target: $131 |
| Aug 31, 2026 | Piper Sandler | Reiterate | Rating: —Target: $101 | Target: $121 |
| Aug 28, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $146 | Target: $145 |
| Aug 28, 2026 | UBS | Reiterate | Rating: —Target: $145 | Target: $150 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $1.06B · Total debt $7.67B · Total assets $14.03B · Shareholders' equity $3.43B
- Revenue
- $4.89B
- Operating income
- $690.1M
- Net income
- $514.5M
No dividends on record.
| Institutions | ≈ 102.74% | 192.77M shares | |
|---|---|---|---|
| 906 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.26% | 493.1K shares | |
| 20 holders · as of Sep 4, 2026 | |||
| Strategic holders | 0.11% | 210.0K shares | |
| 1 holder · as of Jun 25, 2026 | |||
| Adds to | 103.11% | ||
187.63M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 103.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 13.30% | 24.96M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.49% | 15.93M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.33% | 11.89M | as of Jun 30, 2026 |
Edgepoint Investment Group Inc.Institution | 5.11% | 9.58M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.77% | 8.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Stephanie Stahl | director | −1,185 | $131.47 |
| Aug 31, 2026 | Robert Aflatooni | officer: Chief Information Officer | −2,500 | $126.01 |
| Jun 24, 2026 | Mantle Ridge LP | other: Director by deputization | −12,820,400 | $140.51 |
| Jan 7, 2026 | Robert Aflatooni | officer: Chief Information Officer | −175 | $131.18 |
| Dec 8, 2025 | Brent A. Beebe | officer: Chief Merchandising Officer | −2,200 | $124.65 |
- Dollar General
Closest dollar-store peer across value retail and consumables
- Walmart
Broad mass-merchant pressure in consumables and general merchandise
- Target
Discount-store overlap in essentials, home, seasonal, and digital
- Costco
Warehouse-club alternative for consumables and household stock-up
- Five Below
Value-specialty peer for toys, party, snacks, and seasonal goods
- Ollie's Bargain Outlet
Closeout/value peer in household, seasonal, and bargain goods
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dollar Tree | $114.96 | +2.34% | $21.59B | 13.7 | 16.7 | 1.1 | +7.0% |
| Dollar General | $123.61 | +1.39% | $26.89B | 15.9 | 15.4 | 0.6 | +5.2% |
| Walmart | $108.66 | +1.13% | $855.02B | 38.8 | 36.3 | 1.2 | +5.9% |
| Target | $159.29 | +1.00% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| Costco | $902.04 | +0.40% | $398.46B | 45.2 | 41.1 | 1.4 | +11.6% |
| Five Below | $236.98 | +0.36% | $13.06B | 21.2 | 23.4 | 2.5 | +22.9% |
| Ollie's Bargain Outlet | $81.89 | +2.73% | $4.82B | 17.8 | 17.9 | 1.7 | +9.1% |
| Median | 19.5 | 20.6 | 1.3 | +7.5% |