Dollar Tree Inc.

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Insight Report | July 25, 2024 Premium

Retail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food Retailers

Continuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US that occurred between mid-June and mid-July 2024, as well as recent earnings commentary from major retailers from Canada and the US.

Deep Dive | July 23, 2024 Premium

Off-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey Insights

Where and what are off-price and dollar-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the off-price and dollar-store retail sectors.

Store Tracker | July 4, 2024 Premium

US Store Tracker Extra, June 2024: At Midyear, Store Openings Outpace Closures by 20%

Discover US retailers’ store closure and opening announcements from June 2024, as well as the square-footage impacts of these developments.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Store Tracker | June 14, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 24: US Store Openings Surpass 4,000

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Abercrombie & Fitch, Best Buy, Dollar Tree and Lululemon Athletica.

Insight Report | June 13, 2024 Premium

Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft, presenting new, proprietary survey findings. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers, including Dollar General and Kroger.

Deep Dive | June 12, 2024 Premium

US Back to School 2024: How and Where Will Consumers Shop?—Uncovering the Channels and Retailers Set To Capture Share

How and where will consumers shop for back-to-school (BTS) products? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the channel and retailers set to capture share this BTS season.

Insight Report | June 11, 2024 Premium

Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp.

Deep Dive | April 30, 2024 Premium

Personal Financial Security Is On the Rise: US Consumer Survey Insights

What is the state of US consumers’ financial health? How do they feel about their personal financial situation and the state of the economy? Find out the answers in our latest weekly US Consumer Survey Insights report, which presents an update on US consumer sentiment and shopping behaviors.

Deep Dive | April 23, 2024 Premium

Amazon Regains Food Shoppers; Dollar Tree Jumps to Third Place for Nonfood: US Consumer Survey Insights

Which retailers are popular among food and nonfood shoppers? How do US consumers feel about their personal financial situation and the state of the economy? Find out the answers in our latest weekly US Consumer Survey Insights report, which presents an update on US consumers’ behaviors and sentiment.

Insight Report | April 12, 2024 Premium

99 Cents Only and Family Dollar Store Closures: Implications from Shopper Profiles and Store Locations

US discount retailer 99 Cents Only plans to close all stores, while Dollar Tree, Inc. plans to close nearly 1,000 Family Dollar stores in the next several years. We review shopper profiles, store maps and store formats to assess the impacts and opportunities arising from these dollar-store closures.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | April 4, 2024 Premium

4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday Season

In our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period.

Store Tracker | April 4, 2024 Premium

US Store Tracker Extra, March 2024: Family Dollar Closures Push Total Shuttered Space to 30 Million Square Feet

Family Dollar’s planned closures will push total closed US retail space to 30 million square feet in 2024. Explore the details of its store closure plans and discover other US retailers’ store closure and opening announcements from March 2024, including their square-footage impact.

Insight Report | March 21, 2024 Premium

Data Dive: When Will US Grocery Unit Growth Turn Positive?

US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth.