Dollar Tree Inc.

DLTR
Financial Analysis · Updated May 13, 2026 · Coverage 2026-Q2
Latest Q Revenue
$5.5B
Q4 FY2026
TTM ROIC
12.8%
FY2026 · NOPAT / Average Invested Capital · WACC ~9% · Moat spread +3.8pp
Margin Profile
Gross 36.3%
Operating 8.5%
FCF 5.5%
FY2026
Net Debt
$4.8B
Cash $700M · Debt $5.5B · FY2024
Diluted Shares
199M
FY2026

Business Overview


ticker: DLTR step: 01 generated: 2026-05-12 source: quick-research

Dollar Tree (DLTR) — Business Overview

Business Description

Dollar Tree is a U.S. discount variety retailer operating approximately 8,500 Dollar Tree-banner stores as a standalone business following the announced sale of the Family Dollar segment (agreed March 2025, $1.007B to Brigade/Macellum). Dollar Tree stores sell a curated assortment of everyday essentials, seasonal, and discretionary merchandise — historically at the $1.25 fixed price point, now evolving to a "Dollar Tree 3.0" multi-price format (85%+ at $2 or less) that allows higher-quality and premium-value offerings. The company is repositioning from a two-banner discount conglomerate to a focused, higher-margin single-banner value retailer.

Revenue Model

Dollar Tree earns revenue through high-frequency store visits driven by consumable (food, health/beauty, cleaning) and discretionary (party, seasonal, crafts) merchandise, priced to deliver extreme value relative to mass/grocery alternatives. The multi-price evolution (Dollar Tree 3.0) increases average ticket and allows the company to carry items previously impossible at $1.25, expanding the addressable market to higher-income shoppers seeking value. Same-store sales growth is driven by a combination of traffic (new household acquisition) and ticket (multi-price mix shift). There is no significant e-commerce component — the model is predicated on convenient, low-friction physical store economics.

Products & Services

  • Consumables (~50–55% of sales): Food, snacks, beverages, health/beauty, cleaning products, paper goods
  • Seasonal/Holiday (~25%): Party supplies, decorations, gift wrap, Halloween/Christmas merchandise
  • Discretionary Variety (~20–25%): Housewares, stationery, toys, crafts, apparel accessories
  • Dollar Tree 3.0 Multi-Price: Expanded assortment with items from $1.25 to $7+ including national brands previously unachievable at $1.25

Customer Base & Go-to-Market

Dollar Tree serves a broad demographic, though the core base skews toward budget-conscious households (median income ~$40–60K) and deal-seeking higher-income shoppers. A significant development: 3 million net new households were added in Q3 FY2025, with 60% earning over $100,000 annually — validating that the multi-price repositioning is expanding Dollar Tree's demographic reach upmarket. Stores are located in strip malls and freestanding small-box locations in suburban and rural markets; average store size is ~8,000–10,000 sq ft.

Competitive Position

Dollar Tree is the largest single-price/extreme value variety retailer in the U.S. with ~8,500 stores, competing primarily with Dollar General (15,000+ stores), Five Below (1,700+ stores), and increasingly with Aldi and Walmart's neighborhood formats for consumable traffic. Its competitive strengths are the fixed-price or near-fixed-price value proposition that drives destination traffic, strong private-label consumables, and a proven model for opening stores in strip mall end-caps profitably. Dollar General's larger store base and SNAP acceptance represent competitive pressure for consumable share.

Key Facts

  • Founded: 1986 (as Only $1.00; Dollar Tree name adopted 1993)
  • Headquarters: Chesapeake, Virginia
  • Employees: ~140,000 (post Family Dollar separation)
  • Exchange: NASDAQ
  • Sector / Industry: Consumer Staples / Dollar Stores
  • Market Cap: ~$20B
  • Fiscal Year End: Late January/early February

Financial Snapshot


ticker: DLTR step: 04 generated: 2026-05-12 source: quick-research

Dollar Tree (DLTR) — Financial Snapshot

Income Statement Summary (Continuing Operations — Dollar Tree Segment)

Metric FY2023 FY2024 FY2025 YoY
Revenue ~$15.3B ~$16.8B $17.6B +4.7%
Gross Margin ~34.8% ~35.2% ~35.8% +0.6pp
Operating Margin ~7.5% ~8.3% ~8.5% +0.2pp
Net Income (adj.) ~$1.15B ~$1.10B ~$1.05B ~-5%
EPS (adj. diluted) ~$5.28 ~$5.00 ~$4.90 ~-2%

Note: Dollar Tree fiscal years end in late January/early February. FY2025 = ended February 2026. Figures above reflect continuing operations (Dollar Tree segment); Family Dollar is classified as discontinued. GAAP net income was deeply negative in FY2024 due to goodwill impairment charges on the Family Dollar segment ($1.07B). Adjusted EPS is the relevant metric for the continuing business.

Cash Flow & Balance Sheet (FY2024 Continuing Operations)

Metric Value
Operating Cash Flow ~$1.8B
Free Cash Flow ~$893M
Cash & Equivalents ~$700M
Total Debt ~$5.5B

Key Ratios (approximate)

  • P/E: ~20x (adjusted, FY2025) | EV/EBITDA: ~10x | FCF Yield: ~4.5%
  • Revenue Growth (FY2025): +4.7% | FCF Margin: ~5%
  • Dividend Yield: ~nil (no regular dividend; buybacks primary)

Growth Profile

Dollar Tree's continuing business (excluding Family Dollar) has delivered consistent low-to-mid single-digit same-store sales growth, bolstered by the Dollar Tree 3.0 multi-price format rollout (~5,300 stores converted by end of FY2025, ~2,400 converted in FY2025 alone). Same-store sales accelerated to +6.5% in Q2 FY2026, driven by higher ticket from multi-price assortment and new higher-income household acquisition. The company is opening 300–400 net new stores annually. Post-Family Dollar sale, the business will be simpler, more focused, and structurally higher-margin.

Forward Estimates

  • FY2026E Revenue: ~$19.4B (full year with discontinuation adjustment; or ~$18B+ on a clean continuing basis)
  • FY2026E: Comparable sales growth expected in 4–7% range; operating margin expansion toward 9–10% as multi-price scales
  • Post-Family Dollar: Management targets improved margins, capital returns, and a "one company, one brand" growth story

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $DLTR.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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