文章核心观点 - 美国连锁折扣店公司Dollar Tree正在探讨出售旗下挣扎的Family Dollar品牌的可能性,并已聘请摩根大通银行进行业务评估[1][2][3] - Dollar Tree表示,对Family Dollar业务部门进行"正式的战略替代方案审查",可能包括"出售、分拆或其他处置该业务"[2] - Dollar Tree去年宣布将在未来几年内关闭约970家表现不佳的Family Dollar门店,以专注于对其余Family Dollar门店的增加投资,实现长期增长和转型,获得更有吸引力的资本回报[3] - Dollar Tree在2015年以约90亿美元收购了Family Dollar连锁店,但其转型需要更多投资[3] 行业分析 - Dollar Tree主要在郊区经营,面向寻找派对用品和手工艺品的消费者,而Family Dollar更多在城市地区经营,专注于销售杂货、清洁用品等各种价位的必需品[4] - 新任CEO Dreiling表示,将加快收入和利润增长,同时应对通胀和零售盗窃问题[5] - Dollar General等竞争对手也在采取措施应对盗窃问题,如移除容易被盗的商品,取消自助结账通道等[7] - 行业分析师认为,关店主要是由于通胀导致无法维持一美元的价格,而不是主要因为盗窃[9][10]

文章核心观点 - 美元树公司宣布将探索出售或分拆Family Dollar品牌[1][3][10] - 公司一季度业绩未达预期,并表示正在进行计划关闭数百家Family Dollar门店的工作[2][5][7] - 公司预计二季度销售额和利润将低于分析师预期[6][8] - 公司还表示遭受了一处分销中心被龙卷风摧毁的损失[9] 公司业绩 - 第一季度销售额同比增长4.2%至76.3亿美元,符合预期[6] - 净利润3.001亿美元,每股1.38美元,低于分析师预期的3.109亿美元和1.43美元[6] - 公司预计第二季度销售额将达73亿-76亿美元,低于分析师预期的75.8亿美元[8] - 预计第二季度调整后每股收益将为1.00-1.10美元,低于分析师预期的1.16美元[8] 门店调整计划 - 公司计划在2024财年上半年关闭600家Family Dollar门店,并在未来几年内再关闭370家Family Dollar和30家Dollar Tree门店[7] - 截至第一季度末,公司已关闭550家门店,并计划在本财年内再关闭150家[7] Family Dollar品牌未来 - 公司启动了对Family Dollar品牌的战略评估,包括出售或分拆的可能性[10][12][13] - 这是公司在2014年收购Family Dollar品牌近10年后做出的决定[11] - 公司表示两个品牌的需求不同,需要专注团队分别推进转型和加速增长[12][13]

Dollar Tree (DLTR) came out with quarterly earnings of $1.43 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this discount retailer would post earnings of $2.67 per share when it actually produced earnings of $2.55, delivering a surprise of -4.49%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Dollar Tree, which bel ...

Dollar Tree announced Wednesday it is considering a sale of its more grocery-focused Family Dollar brand. The company had recently shared plans to close almost 1,000 Family Dollar stores in an attempt to revamp the struggling business. The discounter closed more than 500 locations during its fiscal first quarter, it said Wednesday. "We are already beginning to see progress in this targeted strategy in the streamlined Family Dollar banner," the company said in a press release. "The unique needs of each banne ...

Dollar Tree is looking at "strategic alternatives" for Family Dollar, which could include selling the chain, it said Wednesday. Analysts have described Family Dollar as Dollar Tree's problem child and say it's been a drag on earnings. Last year, Dollar Tree announced plans to close nearly 1,000 Family Dollar stores. Insider Today Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Bull Thanks for signing up! Access your favorite topics in ...

Supplemental Financial Presentation 1st Quarter 2024 Forward-looking Statements This Supplemental Financial Presentation contains “forward-looking statements,” as that term is used in the Private Securities Litigation Reform Act of 1995, concerning our business and outlook, including our expected sales, comparable store sales, selling square footage growth, depreciation, net interest expense, effective tax rate, diluted earnings per share, capital expenditures, and new store growth for the second quarter an ...

同店销售情况 - Dollar Tree, Inc. 报告第一季度财报，同店销售增长：Dollar Tree +1.7%，Family Dollar +0.1%，企业 +1.0%[1] 财务表现 - 调整后的每股收益为$1.43，2024财年净销售预期范围为310亿至320亿美元[1] - 毛利润增长5.3%，达到23.5亿美元，毛利率扩大至30.8%[6] - 营业利润增长0.2%，达到4.206亿美元，营业利润率下降至5.5%[9] - 净利润为3.001亿美元，每股收益为$1.38，调整后净利润为3.115亿美元，调整后每股收益为$1.43[11] 公司战略 - 公司宣布对Family Dollar业务部门进行战略性选择性审查，可能包括出售、分拆或其他处置[12] - 公司关闭了约550家店铺作为组合优化的一部分，并计划在2024财年结束前关闭另外150家店铺[18] 财务展望 - 公司预计2024财年全年净销售范围为310亿至320亿美元，调整后每股收益预计为6.50至7.00美元[20] - 公司第二季度预计净销售范围为73亿至76亿美元，调整后每股收益预计为1.00至1.10美元[22] 公司财务状况 - Dollar Tree 公司2024年5月4日的净销售额为7,626.4百万美元，较上年同期增长4.2%[34] - Dollar Tree 公司2024年5月4日的总毛利为2,347.7百万美元，毛利率为30.8%[34] - Dollar Tree 公司2024年5月4日的现金及现金等价物为618.5百万美元，较上季度减少66.4百万美元[35] - Dollar Tree 公司2024年5月4日至2023年4月29日的销售面积增长率为0.9%[37] 财务调整 - Dollar Tree 公司对非GAAP财务指标的调整包括调整销售、一般和行政费用，调整营业利润和调整净收入[38] - Dollar Tree 公司在2024年第一季度对法律储备进行了调整，减少了2.5百万美元[39] - Dollar Tree 公司在2023年第四季度宣布进行了全面的店铺组合优化审查，关闭了约500家Family Dollar店铺[40] - Dollar Tree 公司对调整后的销售、一般和行政费用进行了调整，非GAAP费用为1,918.5百万美元[42] - Dollar Tree 公司在2024年第一季度的调整后净收入为311.5百万美元，较上年同期减少13.6百万美元[44] 现金流 - 2024年第一季度，DOLLAR TREE, INC.的经营活动提供的净现金为695.7百万美元[45] - 2024年第一季度，DOLLAR TREE, INC.的资本支出为472.2百万美元[45] - 2024年第一季度，DOLLAR TREE, INC.的自由现金流为223.5百万美元[45]

Dollar Tree, Inc. (DLTR) has been benefiting from growth across segments, higher traffic trends and robust market share gains. The company has been making significant progress in optimizing its store portfolio through new store openings, renovations, re-banners and closings. In the latest development, management has announced that it has acquired designation rights for 170 leases of 99 Cents Only Stores across Arizona, California, Nevada and Texas. The aforesaid deal was completed through two transactions i ...

Dollar Tree (NASDAQ:DLTR) layoffs are coming for the retail company’s corporate employees as it continues to cut jobs. Dollar Tree is enacting these layoffs through reductions and reorganizations at its head office in Chesapeake, Va. This is part of the company’s ongoing portfolio optimization of its business. A company spokesman said the following about the Dollar Tree layoffs to WAVY. “Impacted associates were based out of our headquarters in Chesapeake, Virginia, and have been offered support including s ...

Dollar Tree (DLTR) closed at $115.37 in the latest trading session, marking a +0.67% move from the prior day. This change lagged the S&P 500's 0.7% gain on the day. Elsewhere, the Dow saw an upswing of 0.01%, while the tech-heavy Nasdaq appreciated by 1.1%. Shares of the discount retailer have depreciated by 5.83% over the course of the past month, underperforming the Retail-Wholesale sector's gain of 1.98% and the S&P 500's gain of 4.03%. Investors will be eagerly watching for the performance of Dollar Tre ...