DOLLAR TREE, INC.
In the published model solve dated 2026-Q2, anchored at $127.81, DOLLAR TREE, INC. (DLTR) is priced for -4.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Comparable store sales rose 3.5% in the quarter to May 2, 2026, but all of it came from a 4.5% bigger average ticket while customer traffic fell 1.0%. That is a discounter growing at the till rather than at the door. • Selling Family Dollar left one banner behind: roughly 9,000 stores across 48 states and the District of Columbia plus about 275 in Canada, and fiscal 2025 gross profit rose 12.2% to $7,050.7 million, reaching 36.4% of net sales, 60 basis points better than the year before. • The
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824 institutional managers reported holding DLTR in 13F filings for the quarter ended 2026-03-31. 110 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, among others. On the short side, 13.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (4.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DLTR has cut its share count 13.9% over the past five years, spending $7.86B on repurchases. It pays no dividend. Cash returned over the past three years: $4.66B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DLTR over the trailing three years: 2023: 5 buys totaling $99.46M; 2024: 3 buys totaling $523k; 2025: 7 buys totaling $2.16M. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DLTR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-25 | -13.3% | -12.2% |
| 2023-11-30 | +6.5% | +9.7% |
| 2024-03-21 | -16.3% | -9.9% |
| 2024-06-06 | -6.6% | -15.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DLTR's latest 8-K filings: 2026-08-27 (items 2.02, 7.01, 9.01); 2026-08-06 (items 7.01, 9.01); 2026-07-02 (items 8.01, 9.01); 2026-06-23 (items 5.03, 5.07, 9.01); 2026-05-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.