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Research Alert: CFRA Reiterates Sell Opinion On Shares Of Dollar Tree, Inc.
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Research Alert: CFRA Reiterates Sell Opinion On Shares Of Dollar Tree, Inc.
Mar 17, 2026 11:58 AM

02:40 PM EDT, 03/17/2026 (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 lower our 12-month target by $10 to $100, about 15x our FY 27 (Jan.) EPS of $6.67 (raised from $6.48; FY 28 initiated at $7.23) vs. the 18x long-term mean. We reiterate our Sell rating. We have concerns with the company's multi-price point rollout, as the shift toward higher price points introduces incremental competitive pressure, particularly as DLTR moves further into more discretionary, lower-frequency purchase categories. This evolution also risks diluting the core value proposition of DLTR and could make it more difficult to reaccelerate traffic, which has been negative for two consecutive quarters. We also question the durability of recent comparable sales performance. Over the past year, comp sales may have benefited from several transitory tailwinds, including the bankruptcy of 99 Cents Only and Party City, dislocation within the pharmacy channel (Rite Aid bankruptcy and Walgreens/CVS store closures), and the August 2025 nationwide partnership with Uber.

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