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#$DLTR

17
posts ยท 30d
8
users
1
posts / day
2.1
posts / user
+ 300% vs last week

#$DLTR is an active hashtag on Bluesky. In the last 30 days, 8 people shared 17 posts with it โ€” around 1 a day. Activity is up 300% versus the previous week, peaking on Aug 27 with 9 posts.

#$DLTR posts per day (last 30 days)

Related tags

Tags most often used together with #$DLTR.

#$DG 12 #$KR 5 #$WMT 5

Posts with #$DLTR

Rahul Sharma
@retailguru.bsky.social
27 days ago
With retail reporting largely complete, picture of healthy consumer with most improvement at lower end & apparel strength. But shows how much Nike troubles are dragging on sporting goods retail globally at time of relative plenty. $NKE $ADDYY $DKS $DG $DLTR $BBY $WSM $URBN $ROST

Oof. โ˜ ๏ธ. That mirage-like Footlocker turnaround drags down another high flier after Mary Dillion as Dicks warns. But $DKS is cutting outlook for core brand too as Nike struggles drag on industry across-board driving higher promotions & lower margin. $NKE $ULTA $ADDYY
0 4 15
Keubiko ๐Ÿ‡จ๐Ÿ‡ฆ ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿณ๏ธโ€๐ŸŒˆ๐Ÿณ๏ธโ€โšง๏ธ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ’ช
@keubiko.bsky.social
4 months ago
$DLTR #SlapThatAsk
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0 0 9
Rahul Sharma
@retailguru.bsky.social
12 days ago
Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
1 1 5
Brighton Capital
@brightoncap.bsky.social
4 months ago
Who's making money in groceries & consumables? Operating margins in pct on right. * $DLTR worst experience, tops in profit, * $SFM (~premium price?) and Bob Loblaw (Canada, ~mid?) * Wholsalers $SYY and $USFD still cleaning $UNFI's clock, but UNFI stock at 52 wk high. Mkts are strange sometimes.
1 1 6
InTickers
@intickers.com
2 days ago
$DLTR Dollar Tree is becoming a more productive, cash-generative value retailer with multi-price growth and aggressive buybacks at a historically cheap valuation, though investors must separate real operating gains from temporary tariff-refund earnings. intickers.com/reports/dltr/
Dollar Tree, Inc. (DLTR) Stock Analysis | InTickers

intickers.com

Dollar Tree, Inc. (DLTR) Stock Analysis | InTickers

Dollar Tree is becoming a more productive, cash-generative value retailer with multi-price growth and aggressiveโ€ฆ
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Rahul Sharma
@retailguru.bsky.social
4 months ago
Didn't realise that Walmart has faced a mix headwind from basics outpacing discretionary goods for as many as 18 quarters. That's 6 years! And kinda flies in the face of $WMT is cautious on consumer talk. ๐Ÿ˜ฎ $TGT $AMZN $DG $DLTR

Ex pharma deflation, Walmart US would have seen a further 50bp acceleration in comp to 5.1%. As at $TGT and $TJX, discretionary categories esp. apparel & hardlines doing well, as #2 discretionary US retailer confirms ongoing consumer strength. ๐Ÿ’ช $WMT $AMZN $XLY $XLF $URBN
1 2 5
Rahul Sharma
@retailguru.bsky.social
8 months ago
Synchrony Financial says not seeing any signs of consumer weakness - in fact seeing business strengthening likely boosted further by tax refunds. Holiday focused spend at +4% even stronger than reported 3% purchase volume growth rate. $SYF $COF $XLY $XLF $WMT $LOW $V $MA $DG $DLTR

Synchrony insight into health of squeezed lower/mid-end US consumer: Purchase volume actually ticked up 100bp to +3%. Delinquencies/charge-offs still down y/y within planned range & payment rates elevated. Much less drama in actual data vs commentators. $SYF $COF $XLF $XLY $WMT $DG $DLTR
0 0 5
Dr. Duru
@drduru.bsky.social
2 days ago
Fed Rate Hike Punishes Market Breadth While AI Stocks Rebound drduru.com/onetwentytwo... $AIS $COHR $VRT $INTC $AMAT $HACK $XLF $GS $OWL $GLD $SLV $LEN $HOOD $PLAY $NFLX $SBUX $FRSH $SI $ATI $SE $DLTR $RRGB #AT50 $SPX $SPY $COMPQ $IWM #VIX #stockmarket #trading
Fed Rate Hike Punishes Market Breadth While AI Stocks Rebound

drduru.com

Fed Rate Hike Punishes Market Breadth While AI Stocks Rebound

The Fed rate hike punished market breadth, pushing it to a seven-month low even as AI stocks recovered from losses at the start of the week.
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Rahul Sharma
@retailguru.bsky.social
7 days ago
$WMT & $ stores claim higher income shoppers trading down (grocers ARE losing custom on pricing). Dollar General CEO says $100K+ income 'don't feel I'm higher income'. But even $DG compelled to cite 'resilient' consumer (& it sells to some very low income demos). $KR $DLTR $ACI

Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
0 0 1
Rahul Sharma
@retailguru.bsky.social
7 days ago
'Relative' weakness at food & drug stores (being eaten alive by $WMT, $DG, $DLTR & $AMZN), department stores (as usual) & furniture (although much better than recent trend. August was a very strong month. Again watch what folks do, not what they say... $M $KSS $DDS $KR $ACI

US retail sales ex autos/gas up very strong 5.6% y/y. Sheer breadth - every category up, even furniture after long run of weakness. Online stole show again +10% but very discretionary areas strong like eating out, electronics, sporting. ๐Ÿ”ฅ๐Ÿ”ฅ $XLY $XRT $XLF $AMZN $WMT $WSM $BBY
0 1 1
Rahul Sharma
@retailguru.bsky.social
20 days ago
Unpretty Q, horrible guide & a bonus dividend cut. Campbell says 'increasing focus on consumer'! Hello where was the urgency yesterday? US food companies caught in bind as with outdated (unhealthy) portfolios & big channel shifts. $CPB $GIS $KR $KHC $ACI $WMT $DG $AMZN $DLTR $XLP
0 1 4

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