Dollar Tree, Inc.

DLTRleader

Dollar Tree operates two discount retail chains — Dollar Tree and Family Dollar — totaling ~16,700 stores in North America. Family Dollar has been a significant challenge since its 2015 acquisition, and the company is evaluating a sale or spin-off of the chain.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($30.6B)

Data statis (memuat keuangan langsung…)

Family Dollar (53%)

Dollar Tree (47%)

Komposisi segmen dan pelanggan utama

Detail produk

Dollar Tree Stores47%

Fixed-price discount variety stores, mostly at $1.25 price points. ~8,500 US locations.

Family Dollar Stores53%

Value-focused general merchandise stores acquired in 2015. ~8,200 US locations serving urban and rural low-income shoppers.

Hubungan Rantai Pasok

Pelanggan Utama

Procter & Gamble Company

Consumer goods

Dampak: significant

Pesaing

Dollar General Corporation

Discount retail

Dampak: primary competitor

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

Chesapeake, VA

Didirikan

1986

Karyawan

200,000

Situs Web

dollartree.com

Gambaran umum sektor — 소비재 (경기민감)

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