DLTR

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 • TSOH Investment Research

Portfolio Change - 12/09/2025

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

Dec 8 • TSOH Investment Research

Dollar Tree's Red Dot Dilemma

"It was a necessary evil..."

Dec 8 • TSOH Investment Research

Portfolio Change - 12/02/2025

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

Dec 1 • TSOH Investment Research

DLTR: Raising The Bar

Dollar Tree's (DLTR) 2025 Investor Day

Oct 16 • TSOH Investment Research

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8 • 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 • TSOH Investment Research

Dollar Tree: Building Blocks

From “The Dollar Store Downturn” (September 2024):

Jun 9 • TSOH Investment Research

Dollar Tree: "The First Inning"

From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.

Mar 31 • TSOH Investment Research

The DG Playbook

Note: A reminder that I will be hosting an expert panel discussion on Nike, which will be available tomorrow at noon ET.

Mar 17 • TSOH Investment Research

An update on DLTR and DG

Dec 9, 2024 • TSOH Investment Research

Portfolio Change - 11/15/2024

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

Nov 14, 2024 • TSOH Investment Research

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