Dollar Tree (DLTR) Stock Gains Momentum as Analysts Turn Bullish on Foot Traffic Data

Dollar Tree (DLTR) has underperformed the broader market and its sector ETF (XLP) over the past year, with revenue declining at an 11.8% annual rate. Analysts expect EPS to rise 21.7% for the current year. The consensus rating is 'Moderate Buy,' with a mean price target of $127.46, below its current market price. Wells Fargo raised its target to $155.

Dollar Tree (DLTR) stock rose 1% in pre-market trading after Jefferies upgraded it to Hold from Underperform, raising its price target to $135 from $85. The brokerage cited improving customer foot traffic trends, with Q2 rolling foot traffic turning positive at +1.4% and July accelerating to +4.5%. Other analysts, including Raymond James and Goldman Sachs, have also recently upgraded the stock. Dollar Tree is set to report Q2 2026 earnings on August 27, with analysts expecting EPS near the top o

Jefferies upgraded Dollar Tree (DLTR) to Hold from Underperform, citing improved traffic and simplified operations. The firm raised its Q2 comp sales forecast to 3.4% and EPS to $1.15. Shares rose 1% in premarket trading. Jefferies noted strong Q2 foot traffic growth and revised its outlook based on positive traffic trends.

Jefferies upgraded Dollar Tree to 'Hold' from 'Underperform' and raised its price target to $135 from $85. The adjustment follows the company's fiscal Q2 results, which indicated momentum and growth potential, according to UBS. Dollar Tree's stock is currently trading at $130.48, up 0.73% in the last 5 days and 1.89% year-to-date.

A lawsuit alleges Dollar Tree's understaffing and lack of security led to sexual assaults, including a 'gooning' incident in Colorado. The lawsuit cites multiple incidents and claims the company failed to address safety issues. Dollar Tree has not responded to requests for comment.

The U.S. Supreme Court invalidated President Trump’s “Liberation Day” tariffs under the IEEPA. According to U.S. Customs and Border Protection, about $100 billion in tariff refunds, including interest, has been certified and sent to Treasury for disbursement. CBP collected about $166 billion, and refunds are flowing to importers such as Nike, Walmart, Apple, Ford, Nintendo, and Amazon.