Dollar Tree Inc Stock Price, News & Analysis

Family Dollar Stores has secured financing for its acquisition from Dollar Tree (NASDAQ: DLTR), marking a significant ownership change. WhiteHawk Capital Partners has provided a first-in, last-out (FILO) term loan as part of a $1.5 billion asset-based facility to support the acquisition by Brigade Capital Management and Macellum Capital Management.

The transaction, completed on July 7, 2025, represents Family Dollar's transition from Dollar Tree's ownership, which began in 2015. Family Dollar operates over 7,000 locations across the United States, offering general merchandise in the discount retail sector.

Dollar Tree (NASDAQ: DLTR) has completed the sale of its Family Dollar business segment to Brigade Capital Management and Macellum Capital Management for a base purchase price of $1.007 billion in cash. The transaction yields estimated net proceeds of $800 million, comprising $665 million paid at closing and approximately $135 million from pre-closing working capital reduction.

The company expects tax benefits of approximately $375 million from losses on the sale. Dollar Tree will implement a Transition Services Agreement (TSA) and receive reimbursement for provided services. The company anticipates SG&A reductions through TSA expense reimbursements and reduced headcount expenses.

Following this strategic divestiture, Dollar Tree will focus on expanding its 9,000-store footprint through initiatives including expanded assortment and new store growth.

Dollar Tree (DLTR) reported strong Q1 fiscal 2025 results with net sales increasing 11.3% to $4.6B and same-store sales growth of 5.4%, driven by 2.5% traffic increase and 2.8% higher average ticket. The company posted diluted EPS of $1.47 and adjusted EPS of $1.26 from continuing operations. Gross margin expanded 20 basis points to 35.6%. The company reiterated its FY2025 net sales outlook of $18.5-19.1B and updated adjusted EPS guidance to $5.15-5.65. Dollar Tree completed over $500M in share repurchases year-to-date and opened 148 new stores. The planned sale of Family Dollar for $1.007B is on track to close in Q2 2025, with expected net proceeds of $800M and tax benefits of approximately $350M. The company converted about 500 stores to its 3.0 multi-price format and expects Q2 comparable sales growth at the higher end of 3-5% range.

Dollar Tree (NASDAQ: DLTR) has announced it will release its first quarter 2025 financial results on Wednesday, June 4, 2025, before market open. The company will host a conference call at 8:00 a.m. EDT on the same day, featuring CEO Mike Creedon and CFO Stewart Glendinning, who will discuss the results and conduct a Q&A session.

Investors and analysts can join via phone by dialing (877) 407-3943 or (201) 689-8855. A webcast will be available on the company's investor relations website. A replay will be accessible for seven days following the call by dialing (877) 660-6853 or (201) 612-7415 with passcode 13753956.

Dollar Tree (NASDAQ: DLTR) has announced that Duncan MacNaughton will serve as Chairman and CEO of Family Dollar following its planned divestiture. MacNaughton, a veteran retail executive with over 30 years of experience, previously served as President and COO of Family Dollar. Jason Nordin will continue as President, working alongside MacNaughton to guide the company's strategic direction and operations.

The appointment comes as Family Dollar prepares to become a standalone company, with the transaction expected to close in Q2 2025. MacNaughton brings extensive value retail experience, while Nordin, who has been leading the stand-up of the new Family Dollar organization, contributes expertise in enterprise strategy and transformation.

Dollar Tree (NASDAQ: DLTR) has reached a significant milestone with the opening of its 9,000th store across North America, cementing its position as a leading value retailer. The company marked this achievement by partnering with the Arbor Day Foundation to plant 9,000 trees in eastern Texas, including Davy Crockett and Sam Houston National Forests. The landmark 9,000th store, located in Plano, Texas, features an enhanced shopping experience with expanded product selection and updated layouts. To celebrate the opening, the first 100 customers will receive a $20 Dollar Tree gift card. CEO Mike Creedon emphasized this milestone as a testament to the company's profitable growth strategy, brand strength, and customer loyalty. The expansion reinforces Dollar Tree's commitment to delivering value, convenience, and the "thrill of the hunt" shopping experience across thousands of communities in the U.S. and Canada.

Dollar Tree (NASDAQ: DLTR) announced a leadership transition in its supply chain operations. Mike Kindy, who joined in May 2023 as Chief Supply Chain Officer, will retire after contributing to the company's supply chain initiatives during his tenure.

Roxanne Weng has been appointed as the new Chief Supply Chain Officer, bringing over 30 years of retail operational leadership experience, primarily from Walgreens. At Walgreens, she managed distribution, transportation, inventory management, and master data management. Most recently, she worked at Uline overseeing creative operations.

Weng holds a Bachelor of Science in pharmacy from Purdue University, an MBA from the University of Phoenix, and a Master's in Supply Chain Management from Loyola University. She will focus on driving supply chain initiatives to maintain consistent store inventory and enhance customer satisfaction.

Dollar Tree (NASDAQ: DLTR) has announced plans to rebuild its distribution center in Marietta, Oklahoma, following its destruction by a tornado in April 2024. The new one million square foot facility is expected to open in spring 2027 and will serve 700 Dollar Tree stores across the West and Southwest U.S.

The enhanced distribution center will feature advanced technology, including temperature control and high-speed sortation systems to improve efficiency. The facility will restore 400 jobs to the Marietta community, demonstrating Dollar Tree's commitment to the region.

The project has received support from Oklahoma Governor J. Kevin Stitt and Marietta Mayor Destry Rushing, who emphasized the positive impact of Dollar Tree's reinvestment in the local community.

Dollar Tree (NASDAQ: DLTR) has announced the sale of Family Dollar to Brigade and Macellum for $1.007 billion, with net proceeds estimated at $804 million. The transaction is expected to close in approximately 90 days.

In Q4 2024, Dollar Tree reported:

• Net sales increased 0.7% to $5.0 billion
• Same-store sales grew 2.0% (traffic +0.7%, ticket +1.3%)
• Diluted EPS from continuing operations of $1.86
• Adjusted diluted EPS of $2.29

For fiscal 2025, the company projects:

• Net sales of $18.5-19.1 billion
• Comparable store net sales growth of 3-5%
• Adjusted diluted EPS from continuing operations of $5.00-5.50

The company operated 16,500 stores across 48 states and five Canadian provinces as of February 1, 2025, and completed approximately 2,900 Dollar Tree 3.0 multi-price format stores.