DLTR

Dollar Tree: Weathering The Storm

Review all prior DLTR research and portfolio changes on the TSOH website

Aug 31 • TSOH Investment Research

Portfolio Change - 08/20/2026

Note: Review all prior portfolio changes on the TSOH website

Aug 20 • TSOH Investment Research

TSOH Weekly Roundup (06/26/26)

Welcome to another edition of TSOH Weekly Roundup.

Jun 26 • TSOH Investment Research

Dollar Tree: Through The Noise

An update on a top TSOH portfolio holding

Jun 1 • TSOH Investment Research

Dollar Tree: Resilient Progress

From “Dollar Tree: The First Inning” (March 2025):

Mar 19 • TSOH Investment Research

DG: Driving Productivity

From “The DG Playbook” (March 2025): “While this [Home Depot] comparison is obviously influenced by industry-specific and macroeconomic factors at HD…

Dec 15, 2025 • TSOH Investment Research

Portfolio Change - 12/09/2025

Note: Review all prior portfolio changes at the TSOH tab on the website

Dec 8, 2025 • TSOH Investment Research

Dollar Tree's Red Dot Dilemma

"It was a necessary evil..."

Dec 8, 2025 • TSOH Investment Research

Portfolio Change - 12/02/2025

Note: Review all prior portfolio changes at the TSOH tab on the website

Dec 1, 2025 • TSOH Investment Research

DLTR: Raising The Bar

Dollar Tree's (DLTR) 2025 Investor Day

Oct 16, 2025 • TSOH Investment Research

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8, 2025 • TSOH Investment Research

Dollar General: Delivering

From “Dollar General: Intense Focus” (June 2025): “Given my views on the competitive threat from Walmart omnichannel, [DG’s evolving digital offerings…

Sep 4, 2025 • TSOH Investment Research

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