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DLTR

DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
 • 
The Science of Hitting
"Back To The Basics"
From “Dollar General: From Bad To Worse” (September 2023): “While Consumables are a bright spot at Family Dollar, the banner is facing its own share of…
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The Science of Hitting
2
Dollar General: From Bad To Worse
In March 2023, the Dollar General investment thesis appeared intact. The company had reported +4% comps over the prior year (fiscal 2022), with 2023…
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The Science of Hitting
7
Dollar Tree: Turning Point
I’ve been following Dollar Tree for the past five-plus years (to date, that flirtation hasn’t led to an investment). Throughout much of that period, the…
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The Science of Hitting
DLTR: "We Know How To Fix It"
From “Value Creation Lever?” (September 2022): “I’d love to own the Dollar Tree banner at the right price, especially given the early success of the…
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The Science of Hitting
2
Dollar Tree: "Value Creation Lever"?
In the December 2021 write-up “Breaking The Buck”, I reviewed Dollarama’s experience in Canada with its transition to a multi-price point value retail…
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The Science of Hitting
Breaking The Buck
I’ve never owned Dollar Tree, but it’s a company that I’ve watched closely for years (here’s the link to my June deep dive, “One Buck At A Time”). The…
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The Science of Hitting
Dollar Tree: A Vision Emerges
An update on the company's 1H FY21 results
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The Science of Hitting
"One Buck At A Time"
A deep dive on Dollar Tree
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The Science of Hitting
3
© 2024 Alex Morris (TSOH Investment Research)
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