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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产品与营收

产品营收占比

营收构成 ($30.6B)

静态数据（加载实时财务…）

Family Dollar (53%)

Dollar Tree (47%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要客户

Procter & Gamble Company

Consumer goods

影响: significant

竞争对手

Dollar General Corporation

Discount retail

影响: primary competitor

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Chesapeake, VA

成立时间

1986

员工人数

200,000

官网

dollartree.com

行业概况 — 소비재 (경기민감)

行业新闻