12:30 PM EDT, 06/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target by $5 to $97, about 15x our FY 27 (Jan.) EPS of $6.47 (up from $6.12; FY 26 up to $5.50 from $5.24) vs. the 18x long-term mean. F1Q (Apr-Q) results were strong, in our view, but the stock is under pressure due to a cautious F2Q (Jul-Q) outlook. DLTR expects approximately $110M in unanticipated costs in F2Q, including inventory received from China that was subject to the prior 145% tariff rate and now needs to be worked down. On a positive note, comparable sales were solid (+5.4% in F1Q), and we believe DLTR can sustain this growth rate as it continues to roll out its multi-price strategy across more stores. Traffic was up 2.5% in F1Q, as DLTR appears to be benefiting from some trade-in activity from higher-income households. We expect tariff mitigation strategies to have a more meaningful positive impact in the second half of this fiscal year. The Family Dollar sale is expected to close soon, and we anticipate DLTR will use the proceeds to accelerate share repurchases.