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Multi-Price Rollout Will Broaden Retail Opportunities

Published
12 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$110.09
9.7% undervalued intrinsic discount
04 Sep
US$99.40
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1Y
47.4%
7D
-8.9%

Author's Valuation

US$110.1

9.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 0.88%

Upward analyst revisions for Dollar Tree reflect confidence in continued sales momentum, successful multi-price strategies, and effective tariff mitigation despite ongoing macro risks, resulting in a modest increase in the consensus price target from $109.13 to $110.43. Analyst Commentary Bullish analysts highlight strong comparable sales momentum, driven by increased traffic and successful multi-price and merchandising strategies.

Shared on29 Jul 25
Fair value Increased 22%

Dollar Tree’s consensus price target was raised from $89.51 to $100.35 following strong Q1 comp sales growth, raised EPS guidance, and confident management commentary offsetting tariff and cost pressures with mitigation strategies. Analyst Commentary Strong Q1 results with notable comp sales growth (~5%) driven by both store traffic and average ticket, providing evidence of successful merchandising and market share gains.

Shared on07 May 25
Fair value Increased 7.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 17%

Shared on02 Apr 25
Fair value Increased 79%

AnalystConsensusTarget has increased revenue growth from 3.1% to 6.1%, increased profit margin from 4.5% to 6.3% and increased future PE multiple from 14.2x to 16.5x.

Shared on26 Mar 25
Fair value Increased 3.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 4.27%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on10 Mar 25
Fair value Decreased 44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.