Dollar Tree Stores (NASDAQ: DLTR) Archives - Market Mad House

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel November 28, 2017 99¢ Only Stores, Costco Wholesale (NASDAQ: COST), Dollar Tree May Not have the Resources to Compete and Survive, Dollar Tree Stores, Dollar Tree Stores (NASDAQ: DLTR), Dollar Tree’s Disturbing Lack of Resources, Family Dollar sells some of the tools of its own destruction, Is Dollar Tree Facing the Death Spiral?, Is Dollar Tree Making Money?, Kroger (NYSE: KR), Stay Away from Dollar Tree Stock, Target (NYSE: TGT) and Walmart (NYSE: WMT)

Is Dollar Tree Making Money?

Even with a good holiday season, Dollar Tree may lack the resources to survive or even remain competitive. It reported revenues of just $21.52 billion in October 2017.

Market Insanity

daniel September 13, 2016 Amazon (NASDAQ: AMZN), Business and tax revenue fell by €1 billion, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), How ISIS could make the Retail Apocalypse Worse, Income Inequality is Squeezing Dollar Stores, Macy’s (NYSE: M), SIS attack on Black Friday, Target (NYSE: TGT)

How Terrorism could Help Amazon, Dollar Stores squeezed by Income Inequality

A terrorist attack would wreak real havoc on US retail at a time when Macy’s (NYSE: M) is closing 100 stores and Target (NYSE: TGT) reported a $920 million decline in revenue. It would also accelerate trends that are pushing Amazon.

The Death Spiral

daniel September 5, 2016 Amazon (NASDAQ: AMZN), Bed Bath and Beyond (NASDAQ: BBBY), Big Lots (NYSE: BIG), Big Lots is Doomed, Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar General is partially Amazon proof, Dollar Tree Stores (NASDAQ: DLTR), Is Amazon Killing Big Lots, Is Big Lots Doomed?, Is Big Lots Making Money?, limited cash flows, Overstock.com (NASDAQ: OSTK), Target (NYSE: TGT), Walmart (NYSE: WMT)

Is Big Lots Doomed?

That leads me to reiterate an opinion I’ve expressed about Big Lots before, this company is simply not generating enough cash to survive. My prediction is that this chain will either collapse or merge with another retailer, unless it can greatly increase its cash flow.

daniel June 14, 2016 Dollar General (NYSE: DG), Dollar Tree had a Great Year, Dollar Tree is not Out of the Woods Yet, Dollar Tree Stores (NASDAQ: DLTR), Dollar Tree’s Vulnerable Position, Family Dollar, Is Dollar Tree a Value Investment?, Is Dollar Tree Making Money?, revenues grew by $9.631 billion

Dollar Tree’s Family Dollar Gamble is Paying Off

Dollar Tree is in a little better shape, but it will still need several quarters of revenue growth to approach stability. The limited amount of float it carries; puts Dollar Tree in a vulnerable position in a rapidly changing retail environment.

Crazy Stocks Stocks

daniel March 30, 2016 Competitors are Undercutting Dollar Tree’s Prices, Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar Tree and Dollar General, Dollar Tree has More Cash, Dollar Tree is a value investment, Dollar Tree Stores (NASDAQ: DLTR), Dollar Tree’s business, Dollar Tree’s Questionable Future, Family Dollar, How Convenient are Dollar Stores?, So is Dollar Tree a Value Investment?, The Average Income for Dollar Tree’s Customers, The Average Income for Dollar Tree’s Customers is Dropping, Walgreen (NASDAQ: WBA), Walmart Stores Inc. (NYSE: WMT)

Dollar Tree and Family Dollar One Year Later: How are they doing?

Incomes for Dollar Tree’s target market, the lower class, fell even more. Pew reported that the average lower class household made $26,496 a year in 2000 and $24,074 in 2014. That is a $2,422 drop in income, meaning that the average lower-class household’s income has fallen by 10% in 15 years.

daniel February 9, 2016 Aldi, Aldi Coming, Aldi in America, Aldi Is No Threat to Kroger, Aldi vs Dollar Stores, Cashing In on Income Inequality, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), Income Inequality, Kroger (NYSE: KR), Kroger vs. Aldi., Tesco (NASDAQ: TESO), Walmart Has Cloned Aldi, Walmart Neighborhood Market, Walmart Stores Inc. (NYSE: WMT)

Could Aldi Kill the Dollar Stores?

Aldi is a potent force that is already changing the American grocery business. It may not threaten the big guys, but Aldi will certainly change how and where Americans shop for milk and potato chips.

Crazy Stocks Stocks

daniel November 2, 2015January 30, 2016 Are There Too Many Discount Stores?, Dollar Tree Stores (NASDAQ: DLTR), Five Below (NASDAQ: FIVE), Five Below simply lacks the cash to compete in a radically changing discount marketplace., Five Below: Is This Discounter Growing Too Fast?, Investors should stay away from dollar stores, Is It Family Dollar All Over Again?, Just how many discount stores can the United States support?, The Trends Are Not Good for Five Below

Five Below: Is This Discounter Growing Too Fast?

One danger that online retailers such as Amazon.com present to Five Below is that they take away higher-income customers that spend more. Middle- and upper-class shoppers with higher incomes and credit cards are more likely to shop online even for items like groceries and household supplies. That reduces the number of potential customers and, worse, leaves the discount chains to fight over customers with limited amounts of money.

Market Commentary

daniel October 29, 2015March 25, 2016 Amazon could surpass Kroger as America’s third largest retailer within the next six months, Amazon is stealing business from Walmart, Amazon.com (NASDAQ: AMZN), Another Limit of Walmart, Costco Wholesale (NASDAQ: COST), Do We Have Too Many Discount Stores?, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), Five Below (NASDAQ: FIVE), Has Walmart Reached the Limits of Growth?, How Walmart Profited from Income Inequality, Kroger Co. (NYSE: KR), many people can longer afford to shop at Walmart, middle-class shrinkage, One has to wonder if Walmart can survive the limits of discounting, Retail Apocalypse, stagnation and contraction of middle- and working-class wages in the United States, Target (NYSE: TGT), The limits of discounting mean that Walmart is no longer the surefire moneymaker it once was., There could simply be too many discount stores in the United States today., Walmart and the Limits of Discounting, Walmart could lose even more of its competitive advantage, Walmart Stores Inc. (NYSE: WMT), we will see the collapse of at least one major discount chain in the next few years.

Walmart and the Limits of Discounting

What this seems to indicate is not that Amazon is stealing business from Walmart but instead it is stealing revenue growth. Basically, the additional revenue in the economy that would have normally flowed to Walmart and other big box retailers seems to be flowing to Amazon.