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DLTR

Dollar Tree, Inc.

5/21/2013, 7:24 AM ET

Quote & Headlines Market Currents StockTalk

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Thursday, May 16, 10:08 AM Grocery sales in focus: Retail analysts note something doesn't add up with Wal-Mart's (WMT -2.6%) claim per Nielsen data that it's "winning" market share for its grocery business despite the retailer's overall sales slip. On a rough comparison, the company's grocery store sales are growing level with Safeway (SWY +0.2%) - but still trail the pace of Whole Foods Market (WFM -0.1%) and Kroger (KR) by quite a lot. Is Wal-Mart's grocery share gain at the expense of the dollar store group (DG, DLTR, FDO)? 6 Comments [Consumer]
Wednesday, May 15, 2:34 PM Wal-Mart (WMT +1%) might be able to beat down competition from the dollar store group (DG, DLTR, FDO, FIVE) if it can achieve two important things: 1) Take traffic directly away from dollar stores by opening new Neighborhood stores in strategic locations. 2) Drive home with consumers its pricing advantage, especially given that a new Bloomberg Industries study found Wal-Mart beat dollar stores on prices almost all the time. 6 Comments [Consumer]
Thursday, April 25, 12:59 PM Grocery store stocks suffer after Safeway's Q1 report indicates a weakening sales and volume trend into the end of the quarter. The lackluster quarter adds weight to the opinion that the dollar store group (DG, DLTR, FDO) and Wal-Mart are taking more grocery market share. Decliners: SWY -16.8%, WFM -1.0%, TFM -1%, SVY -2.5%, NGVC -2.0%, KR -2.0%, WMK -1.3%, HTSI -1.4%, FWM -1.3%. 7 Comments [Consumer, On the Move]
Tuesday, April 16, 8:57 AM More on ICSC-Goldman Sachs Store Sales: Though the week of April 13 saw a drop in sales due to a sloppy weather pattern across the U.S. and a calendar shift tied to Easter, the month is still forecast to see a 2% to 3% Y/Y gain. Discounter business (DG, DLTR, FDO, FIVE) was reported to be soft for the week while apparel store traffic improved. Comment! [U.S. Economy]
Wednesday, April 10, 8:08 AM Shares of Family Dollar Stores (FDO) fall 4.8% premarket after the retailer misses estimates and cuts guidance. Analyst Rahul Sharma finds the company's 17% increase in inventory compared to a 3% gain in comparable sales alarming. Peers: DG -1.2%, DLTR -1.3%. Comment! [Consumer, On the Move]
Wednesday, April 10, 7:24 AM The dollar store group (DG, FDO, DLTR) is on watch after Family Dollar misses estimates with its FQ2 report and cuts its outlook for the second half of the fiscal year. The retailer's alarming assessment on consumer spending trends could also influence sentiment on Wal-Mart (WMT). 2 Comments [Consumer]
Wednesday, April 3, 10:55 AM The dollar store group (DLTR, DG, FDO) outperforms broad market averages after Dollar Tree lands an upgrade to Outperform from Morgan Stanley. A survey by the investment firm showed the payroll tax hike isn't impacting consumer shopping decisions. What to watch: Dollar stores aren't seeing the same pressure as Wal-Mart as in-store pricing and promotions have helped to protect margins, but will the retailing giant's move to a smaller-store format turn the tables? Comment! [Consumer, On the Move]
Wednesday, April 3, 6:50 AM Morgan Stanley upgrades Dollar Tree (DLTR) to an Overweight rating and sets a $57 price target on shares. Comment! [Consumer]
Monday, March 25, 8:36 AM Family Dollar (FDO) and Dollar Tree (DLTR) are on watch after discounter peer Dollar General beats estimates with its Q4 report. Today's report from Dollar General (DG) is another indication that the dollar store group is successfully taking market share away from grocery store chains in food and basics. What to watch: A plan by Wal-Mart to ramp up small-format stores (Express & Neighborhood Market) could be the next hurdle the sector needs to clear. Comment! [Consumer]
Wednesday, March 20, 10:57 AM A number of discounter stocks are catching a tailwind today as investors seem to be shifting their attitudes toward the outlook for discretionary spending or shifting from topped-out sectors. Advancers include the dollar store group - Family Dollar Stores (FDO +2.9%), Dollar General (DG +2.5%), and Dollar Tree (DLTR +2.9%) - while Five Below (FIVE +1.3%) and Fred's (FRED +2%) are also outperforming. Even retail giants Target (TGT +1.5%) and Wal-Mart (WMT +0.7%) aren't getting left behind. Comment! [Consumer, On the Move]
Wednesday, March 13, 9:54 AM Dollar stores (DG, DLTR, FDO) are sitting in the sweet spot for retail, according to analyst Kristin Bentz. Though the stores were once a destination for shopping "treasure hunts," a trend of consumers using the outlets as de facto grocery stores for basics and consumables is firming up. Wal-Mart (WMT +0.5%) may get a piece of the action with a plan to increase its footprint of small-format stores, while grocery stores could suffer a loss of market share (KR, SWY, SVU). (full report .pdf) 2 Comments [Consumer]
Monday, March 4, 8:38 AM Guggenheim Securities' John Heinbockel thinks the dollar store group (DG, DLTR, FDO) still presents a defensive investment option with only 20% to 25% of sales falling under the discretionary spending label. On concerns of saturation, the analyst thinks more growth for the sector is still possible. Comment! [Consumer]
Thursday, February 28, 8:54 AM Department store shakeup: With another round of quarterly reports in it's clear Kohl's (KSS) was unable to pick up as many disgruntled J.C. Penney shoppers as Macy's (M), Dillard's (DDS) or even to a smaller extent Sears (SHLD) and the dollar store group (DG, DLTR, FDO). Analysts aren't going easy on the retailer, calling execution by Kohl's management part of the problem. Comment! [Consumer]
Wednesday, February 27, 12:55 PM Midday top 10 gainers: ZGNX +39%. UNXL +24%. FSGI +21%. GWRE +18%. ELMD +16%. PDCE +14%. OPTR +13%. DLTR +12%. END +11%. SHI +11%.
Midday top 10 losers: AH -26%. CBB -23%. AMBO -22%. RNIN -21%. CBMX -19%. XWES -19%. FSLR -16%. CMGE -15%. CRMB -13%. PRPH -12%. Comment! [On the Move]
Wednesday, February 27, 9:50 AM Dollar General (DG +4.5%) and Family Dollar (FDO +3.4%) move higher after peer Dollar Tree (DLTR +8.9%) posts a better-than-expected quarterly profit. Expectations for the discounter group were set lower when Wal-Mart warned on February sales, but stability from Dollar Tree appears to be tipping sentiment back in the other direction. Comment! [Consumer, On the Move]
Wednesday, February 27, 9:46 AM Heard on Dollar Tree's (DLTR +10.5%) earnings call: 1) A bit of forward-looking housekeeping as execs warn that the 6 fewer days between Thanksgiving and Christmas means the period could see a $25M shortfall. 2) Expansion is still in the mix with 340 new stores and 75 relocations slated for this year. Square footage growth of 7.3% is forecast. 3) A bit of wordsmithing, but the company calling consumers "burdened and concerned" sounds worse than the stock retail adjective of "cautious." 4) No plans for tobacco. (webcast) Comment! [Consumer, Earnings]