Market Mad House

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

Dollar Tree (DLTR)

Grocery Wars

Amazon and Walmart sell Supply Chain

I do not think Family Dollar, Dollar Tree, and other smaller brands can compete with Walmart and Amazon. To explain, Family Dollar and Dollar Tree lack the supply chain capacity to counter Amazon and Walmart.

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The Death Spiral

Will Dollar Tree (DLTR) die and will Retail Collapse?

I think Dollar Tree could collapse because many of its customers could have no money because of the Coronavirus Depression. For instance, Statista estimates 10.74 million Americans were unemployed in November 2020. That number rose from 5.81 million in November 2019 and fell from 23.08 million in April 2020.   

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Grocery Wars

Is Dollar Tree (DLTR) Doomed?

Simply put, I think Dollar Tree (DLTR) lacks the cash to sustain its operations. For instance, Dollar Tree reported $708.3 million in cash and equivalents on 3 November 2018.

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