Since September, shares of Dollar Tree have fallen by 20%.Dollar Tree (DLTR 5.52%) stock has been doing fairly well this year, up 17% entering trading this week, which is better than the S&P 500's gain of 11%. But in recent weeks, Dollar Tree's stock has been in a tailspin, reaching levels it hasn't been at in months. It recently was down about 26% from its high of $118.06.What's behind the stock's sharp sell-off, and could there be more trouble ahead for Dollar Tree investors? Here's what you need to know ...

, /PRNewswire/ -- Ross Stores, Inc. (Nasdaq: ROST) recently opened 36 Ross Dress for Less ("Ross") and four dd's DISCOUNTS stores across 17 different states in September and October. These new locations complete the Company's store growth plans for fiscal 2025, with the addition of 90 new locations throughout the year. "This fall, we continued to strengthen our brand presence by opening stores in existing markets and expanding in new markets," said Richard Lietz, Executive Vice President, Property Developm ...

Discount retailer B&M has stated that its 2025 annual profits will be lower after slump in UK sales, and announced a turnaround plan focused on cutting prices. Described as a decisive move, the Back to B&M Basics turnaround strategy includes cutting prices on key value items. The plan also includes rebooting its "manager’s specials promotions" offer, slimming and refocusing ranges, and enhancing on-shelf availability. These actions may take up to 18 months to take effect. B&M anticipates the plan will ...

Since I published my analysis of Dollar General (NYSE: DG ) and said that they remain undervalued despite the recent recovery, with resilient financials and strong expansion plans both in the US and internationally, the stockAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, wh ...

Discount retail stock Dollar Tree Inc (NASDAQ:DLTR) was last seen down 2.4% to trade at $85.61, after a downgrade from Jefferies to "underperform" from "hold," with a price-target cut to $70 from $110. The firm also cut its earnings forecast far below Wall Street's expectations, citing "mounting execution risk," management decisions, as well as margins, tariff, and inflation concerns. On the charts, DLTR has been moving lower since its early September post-earnings bear gap, now trading at its lowest levels ...

B&M plummeted after the UK discount retailer said it may take as long as 18 months to fix all the company’s "operational weaknesses" https://t.co/2k2BB8OXbM ...

Discount retailer B&M on Tuesday forecast a 28% plunge in first-half core earnings and lower annual profit, and said it would take actions including price adjustments to return its UK sales to growth. ...

Core Insights - Dollar Tree, Inc. (DLTR) is enhancing customer experience and driving growth through strategic initiatives, including store conversions and expansions [1] Financial Performance - The company reported a 6.7% increase in same-store sales for consumables and a 6.1% increase for discretionary items in Q2 of fiscal 2025 [2][9] - Dollar Tree added 2.4 million new customers over the trailing 12 months, with frequent shopper visits increasing to 11% from 9% [3][9] Store Strategy - In Q2, Dollar Tree opened 106 new stores and converted nearly 585 stores to the 3.0 multi-price format, which has shown superior performance in traffic and sales [3][4][9] - The 3.0 store format is expected to enhance overall profitability and same-store sales, with plans to convert about half of the store base by year-end [4] Expansion and Partnerships - The company is benefiting from steady store openings and investments in distribution centers, which support revenue growth [5] - Dollar Tree's partnership with Uber Eats reflects its strategic approach to meet customer needs and enhance shopping convenience [5]

Core Insights - Costco slightly exceeded earnings expectations, but the market reaction was negative, with shares dropping 2% [1] Group 1: Earnings Performance - Costco reported an 8% sales increase to $86.2 billion, surpassing analysts' expectations of $86 billion [5] - The company achieved increases in both revenue and net income, contrasting with declines reported by other retailers like Target and Macy's [3][4] Group 2: E-commerce Growth - E-commerce revenue rose by 13.6% year-over-year, contributing to better-than-expected sales [6] - For the full fiscal year, e-commerce sales increased by 15% to $19.6 billion, representing 7% of net sales, with a 27% increase in traffic to the e-commerce site [7] - Management noted that nearly half of new memberships are from individuals under 40, although online members are less likely to renew [8] Group 3: Holiday Strategy - Costco has begun its holiday season preparations, but CEO Ron Vachris indicated a shift in product offerings, focusing on high-ticket items rather than traditional seasonal goods [9][10] - The company has reduced its stock of discretionary items, signaling an expectation of continued low discretionary spending [11] Group 4: Market Position - Despite a solid quarter, Costco's stock performance has lagged behind the S&P 500 by over 13 percentage points [12] - The company is well-positioned to retain value even if consumer discretionary spending declines further [12]

Core Insights - Ollie's Bargain Outlet Holdings, Inc. is recognized as one of the best bear market stocks to buy, operating 613 stores across 34 Eastern U.S. states with a focus on brand-name closeout merchandise [1] Financial Performance - In Q2 fiscal 2025, Ollie's reported net sales of $679.6 million, a 17.5% increase year-over-year, with comparable store sales rising by 5.0% [2] - Net income per diluted share increased by 26.9% to $0.99, exceeding estimates due to operational efficiency [2] - Gross margin improved by 200 basis points to 39.9%, and operating margin rose by 80 basis points to 11.3% [2] Expansion and Growth - The company opened 29 new stores during the quarter, including its expansion into Nebraska, bringing the total to 613 stores [2] - Ollie's Army membership grew by 10.6% to over 16.1 million members, indicating strong customer engagement [2] Future Outlook - Ollie's has raised its fiscal 2025 guidance, projecting net sales of $2.631–$2.644 billion and adjusted EPS of $3.76–$3.84 [3] - The company benefits from strong real estate and inventory opportunities, maintaining a robust balance sheet with $460 million in cash and minimal debt [3] Insider Activity - Notable insider activity includes the sale of over $14 million in shares by Chairman John Swygert, indicating a reduction in holdings rather than a complete exit [4] Competitive Position - With strong financials, aggressive expansion, and growing customer loyalty, Ollie's is well-positioned to sustain growth in the competitive discount retail sector [4]