94.46
-0.94 (-0.99%)
Market Trend
Short Term | Medium Term | ||
Industry | Discount Stores (US) | Mixed | Bullish |
Discount Stores (Global) | Mixed | Bullish | |
Stock | Dollar Tree, Inc. | Bearish | Bearish |
Stockmoo Score
Dollar Tree operates discount stores across the United States and Canada, with over 8,500 shops under its namesake banner and nearly 7,900 under Family Dollar. About 47% of Dollar Tree’s sales in fiscal 2023 were composed of consumables (including food, health and beauty, and cleaning products), around 45% from variety items (including toys and homewares), and over 5% from seasonal items. The Dollar Tree banner sells most of its merchandise at the $1.25 price point and positions its stores in well-populated suburban markets. Conversely, Family Dollar primarily sells consumable merchandise (80% of the banner’s sales) at prices below $10. About two-thirds of Family Dollar’s stores are located in urban and suburban markets, with the remaining one-third located in rural areas. |
|
Sector | Consumer Defensive |
Industry | Discount Stores |
Investment Style | Mid Core |
Ownership
Name | Date | Shares Held |
---|---|---|
Mantle Ridge Lp | 30 Jun 2024 | 12,104,393 |
52 Weeks Range | ||
Price Target Range | ||
High | 120.00 (Guggenheim, 27.04%) | Buy |
Median | 80.00 (-15.31%) | |
Low | 64.00 (Citigroup, -32.25%) | Hold |
Average | 83.07 (-12.06%) | |
Total | 7 Buy, 8 Hold | |
Avg. Price @ Call | 67.94 |
Firm | Date | Target Price | Call | Price @ Call |
---|---|---|---|---|
Goldman Sachs | 10 Sep 2024 | 90.00 (-4.72%) | Buy | 67.42 |
Guggenheim | 06 Sep 2024 | 120.00 (27.04%) | Buy | 66.50 |
BMO Capital | 05 Sep 2024 | 68.00 (-28.01%) | Hold | 68.47 |
Barclays | 05 Sep 2024 | 81.00 (-14.25%) | Hold | 68.47 |
Citigroup | 05 Sep 2024 | 64.00 (-32.25%) | Hold | 68.47 |
Evercore ISI Group | 05 Sep 2024 | 78.00 (-17.43%) | Hold | 68.47 |
20 Jun 2024 | 137.00 (45.03%) | Hold | 107.58 | |
Keybanc | 05 Sep 2024 | 84.00 (-11.07%) | Buy | 68.47 |
Loop Capital | 05 Sep 2024 | 65.00 (-31.19%) | Hold | 68.47 |
Morgan Stanley | 05 Sep 2024 | 80.00 (-15.31%) | Hold | 68.47 |
Piper Sandler | 05 Sep 2024 | 67.00 (-29.07%) | Hold | 68.47 |
16 Jul 2024 | 112.00 (18.57%) | Hold | 104.82 | |
Telsey Advisory Group | 05 Sep 2024 | 95.00 (0.57%) | Buy | 68.47 |
30 Aug 2024 | 120.00 (27.04%) | Buy | 84.49 | |
Truist Securities | 05 Sep 2024 | 79.00 (-16.37%) | Buy | 68.47 |
UBS | 05 Sep 2024 | 105.00 (11.16%) | Buy | 68.47 |
28 Jun 2024 | 155.00 (64.09%) | Buy | 106.77 | |
Wells Fargo | 05 Sep 2024 | 100.00 (5.86%) | Buy | 68.47 |
27 Aug 2024 | 130.00 (37.62%) | Buy | 95.40 | |
JP Morgan | 04 Sep 2024 | 70.00 (-25.89%) | Hold | 63.56 |
18 Jul 2024 | 148.00 (56.68%) | Buy | 106.67 | |
Show more |
Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
---|---|---|---|---|
HEINRICH DANIEL J | 66.50 | - | 2,200 | 146,300 |
Aggregate Net Quantity | 2,200 | |||
Aggregate Net Value ($) | 146,300 | |||
Aggregate Avg. Buy ($) | 66.50 | |||
Aggregate Avg. Sell ($) | - |
Name | Holder | Date | Type | Quantity | Price | Value ($) |
---|---|---|---|---|---|---|
HEINRICH DANIEL J | Director | 06 Sep 2024 | Buy (+) | 2,200 | 66.50 | 146,300 |
Date | Type | Details |
---|---|---|
04 Sep 2024 | Announcement | Dollar Tree, Inc. Reports Results for the Second Quarter Fiscal 2024 |
04 Sep 2024 | CNBC | Dollar Tree shares plunge 22% after discounter cuts full-year forecast |
21 Aug 2024 | Announcement | Dollar Tree, Inc. to Host Second Quarter Earnings Conference Call |
19 Aug 2024 | CNBC | Here's why Walgreens and CVS retail pharmacies are struggling — and what they're doing to fix it |
01 Aug 2024 | Announcement | Family Dollar Taps First Insight to Strengthen Merchandise Strategy |
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
Realized Profit | - |
Unrealized Profit | - |
Dividend Received 2024 | - |
Total Profit | - |
Avg. Return | - |
Quantity (Buy) | - |
Avg. Price (Buy) | - |
Quantity (Sold) | - |
Avg. Price (Sold) | - |