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Heard on Dollar Tree's (DLTR +2.7%) earnings call: 1) The retailer doesn't line up Hurricane... (DLTR)

Heard on Dollar Tree's (DLTR +2.7%) earnings call: 1) The retailer doesn't line up Hurricane Sandy as an excuse for Q3 sales performance, but cites election and fiscal cliff jitters as a nagging drag on consumer demand. 2) For Q4, the mid-line of the firm's estimate for EPS is a shade above consensus as the retailer suggests comps are trending favorably. 3) Execs point to the 40 bp gain in operating margin for the quarter as evidence execution is on target with ongoing plans to streamlines costs at stores. (webcast)
Comments (4)
  • Power Hedge
    , contributor
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    Dollar Tree? Aren't a lot of its customers in lower income brackets? I don't believe that those people will be affected by the fiscal cliff anywhere near as much as the upper income people will be.

     

    I could very well be mistaken here, but I'm not sure that the "fiscal cliff" is really something that would affect Dollar Tree's customers all that much.
    15 Nov 2012, 10:47 AM Reply Like
  • Day Trader001
    , contributor
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    It’s not only low income people that shop at DLTR and if we do fall off the cliff which I doubt there will be a lot more people shopping for the value they offer.

     

    It is a fun place to shop!
    15 Nov 2012, 07:14 PM Reply Like
  • Power Hedge
    , contributor
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    Hmm... I hadn't considered that! That's a good point... this company could see more business if we do fall off the cliff. They're saying that cliff worries are hurting their business though?
    15 Nov 2012, 07:16 PM Reply Like
  • Day Trader001
    , contributor
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    I don't agree with all the cliff-crap out there, the media is eating it up!

     

    Have ya been in a store lately? I been making the rounds (hating it) just scanning shoppers and buyers.

     

    The malls are packed, dollar & wal mart stores busy as usual, and super stores are super packed.

     

    Not sure about luxury goods, but the jewelry stores seem to be moving merchandise. Coach in the outlet mall is booming!!

     

    So where does the media stop and cash laden buyers begin?
    15 Nov 2012, 07:22 PM Reply Like
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