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Evercore ISI cuts Dollar Tree shares target, cites operational challenges

EditorEmilio Ghigini
Published 06/06/2024, 11:04
DLTR
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On Thursday, Evercore ISI adjusted its price target for Dollar Tree (NASDAQ:DLTR) shares, bringing it down to $136 from the previous $138, while maintaining an In Line rating.

The adjustment follows Dollar Tree's announcement of strategic shifts and operational challenges in its efforts to revitalize the business.

The retailer has experienced a moderation in its first-quarter comparable sales growth to 1%, a 30 basis points contraction in EBIT margin, and a 2% drop in earnings per share.

These figures underscore the difficulties Dollar Tree faces as it seeks to navigate a turnaround amidst a tough consumer environment.

Dollar Tree has also been dealing with a 10 cent second-quarter headwind due to disruptions at its Oklahoma distribution center, which could potentially impact the year's earnings by 20 to 30 cents.

Despite these challenges, the company has closed 600 Family Dollar locations through May and is now considering the sale of the Family Dollar business as a strategic alternative.

The process for exploring these strategic alternatives is not expected to be swift, with past strategic reviews suggesting a 9 to 12 month timeline for such undertakings.

On a positive note, Dollar Tree has seen an increase in customer traffic, attributed to the introduction of multi-price point selling and the success of cooler rollouts.

Additionally, the company has reported gross margin expansion for both Dollar Tree and Family Dollar banners and anticipates that mix and shrink headwinds will be slightly less than initially expected.

In other recent news, Dollar Tree has been the subject of financial adjustments and strategic reviews. JPMorgan (NYSE:JPM) has lowered the price target for Dollar Tree shares to $135.00 from the previous $152.00, citing near-term earnings challenges.

The firm's analysis indicates a lower than expected earnings per share (EPS) for the second quarter, expected to be between $1.00 and $1.10, which includes a negative impact from the recent loss of the Marietta distribution center.

At the same time, Dollar Tree is reviewing its Family Dollar business as part of a broader growth strategy. The company reported a consolidated net sales increase of 4.2% to $7.6 billion in its first quarter earnings call. Dollar Tree's comparable store sales rose by 1.7%, while Family Dollar's slightly increased by 0.1%. Despite these challenges, Dollar Tree is expanding its brand and implementing a multi-price strategy.

Looking ahead, Dollar Tree anticipates Q2 net sales to be between $7.3 billion and $7.6 billion, with full-year net sales expected to reach $31 billion to $32 billion.

The full-year adjusted EPS is projected to be in the range of $6.50 to $7. These recent developments reflect Dollar Tree's commitment to optimizing operations and driving growth.

InvestingPro Insights

As Dollar Tree (NASDAQ:DLTR) navigates its strategic shifts and operational challenges, the financial metrics and analyst insights provide a deeper understanding of the company's position. According to InvestingPro data, Dollar Tree's market capitalization stands at 24.59 billion USD, reflecting the scale of the business amidst its current transformation. Despite recent setbacks, analysts predict a return to profitability this year, bolstered by an expected growth in net income. This is a significant outlook considering the company's reported difficulties and the competitive retail landscape.

InvestingPro Tips suggest that Dollar Tree's cash flows are robust enough to cover interest payments, and the company's liquid assets surpass its short-term obligations. These indicators of financial health are crucial as the retailer considers the sale of the Family Dollar business and other strategic alternatives. Additionally, while the company's stock price has seen a notable decline over the last three months, the fair value assessments from analysts and InvestingPro's own fair value estimation hint at potential upside, with InvestingPro's fair value at 100.19 USD compared to analyst targets averaging 147.5 USD.

For readers interested in a more comprehensive analysis, there are additional InvestingPro Tips available, which could further inform investment decisions. By using the coupon code PRONEWS24, readers can get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, granting access to a broader range of insights and data points to navigate the complexities of investing in retail stocks like Dollar Tree.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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