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Ca$htag$: Dollar Tree (DLTR) ‘In the Right Space’ but Lagging

8 min2 december 2025

Likefolio’s Andy Swan says Dollar Tree (DLTR) is in the right space ahead of earnings as consumers trade down. However, it is lagging Dollar General (DG) and Five Below (FIVE), which “is certainly troubling.” This is a company that is “trying to enact a turnaround,” and there are some signs of success, Andy says, but it might not be fast enough.


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