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DLTR

Dollar Tree

$87.02

1.06 (1.23%)

09:31
11/14/18
11/14
09:31
11/14/18
09:31

Dollar Tree's Family Dollar Q3 comps appear below consensus, says Cleveland

Cleveland Research analyst Scott Bender's checks indicate Family Dollar Q3 comps appear soft versus Q2 and below Street expectations. Feedback continues to point to poor store conditions and execution as primary factors, the analyst wrote in a note to investors. Bender said feedback on Dollar Tree performance continues to be largely positive, which could act as an offset.

DLTR Dollar Tree
$87.02

1.06 (1.23%)

10/17/18
WELS
10/17/18
NO CHANGE
Target $104
WELS
Outperform
Survey shows pressing need of ramp investment or sell Family Dollar, says Wells Fargo
Wells Fargo analyst Edward Kelly notes The New York Post reported that Carl Icahn is building a significant stake in Dollar Tree (DLTR), which could be clear opportunity to unlock value. The analyst believes Dollar Tree remains materially undervalued, but is in desperate need of change. Family Dollar looks to be suffering from underinvestment and execution issues, and his new proprietary work suggests there is a pressing need to either ramp investment to better compete with Dollar General (DG) or sell. The analyst argues that the core is a good business, but breaking the buck represents a compelling opportunity to extend growth and enhance profitability. He reiterates an Outperform rating and $104 price target on Dollar Tree's shares.
10/17/18
KEYB
10/17/18
NO CHANGE
Target $108
KEYB
Overweight
Dollar Tree price target lowered to $108 from $115 at KeyBanc
KeyBanc analyst Bradley Thomas lowered his price target for Dollar Tree to $108 from $115, while reiterating an Overweight rating on the stock. The analyst notes that the NY Post reported that Carl Icahn is building a stake in Dollar Tree, and argues that an activist stake raises potential for a Family Dollar divestiture. Overall, Thomas believes Family Dollar trends may still be challenged and sees China tariffs as a threat to 2019 margins, but things a good degree of these risks are priced in at current levels.
10/16/18
BUCK
10/16/18
NO CHANGE
Target $92
BUCK
Neutral
Buckingham reiterates Neutral on Dollar Tree as potential activism heightens
Buckingham analyst Bob Summers reiterates a Neutral rating and $92 price target on Dollar Tree shares as speculation surrounding potential activism heightens as an unconfirmed NY Post article claims Carl Icahn has established a position in the name. The NY Post article represents the pinnacle of the "activism" discussions recently surrounding the stock, the analyst notes, highlighting that that he has no direct or indirect knowledge of Carl Icahn building a position. Nonetheless, if he had to hypothesize about potential suggestions made to management, it would include spinning Family Dollar, aggressively purge the under-performing stores, and accelerate annual renovations. While there very well may be a consensus on how to go about improving the store base, Summers believes management does not have the same sense of panic or urgency.
10/16/18
LOOP
10/16/18
NO CHANGE
Target $107
LOOP
Buy
Reported Icahn stake in Dollar Tree a positive development, says Loop Capital
Loop Capital analyst Anthony Chukumba views the New York Post's report of Carl Icahn taking a "significant" stake in Dollar Tree (DLTR) as "unsurprising" and a "positive development." Icahn previously acquired a stake in Family Dollar, pressured management to seek a buyer, and reportedly made a $200M profit on his investment when the company was acquired by Dollar Tree in 2015 for $8.5B, Chukumba tells investors in a research note. The analyst believes it was just a matter of time before an activist became involved given the Family Dollar segment's continued struggles while the core Dollar Tree segment "remains one of the best performers in deep discount retailing." He thinks Icahn is likely to pressure Dollar Tree management to quickly improve the performance of Family Dollar significantly or sell the division. There would be several interested parties if Dollar Tree put Family Dollar on the block, including Dollar General (DG), Amazon.com (AMZN) and private equity firms, Chukumba predicts. He reiterates a Buy rating on Dollar Tree shares with a $107 price target. The stock in afternoon trading is up 6.5%, or $5.23, to $86.20 following the New York Post's report.

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AGO

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