Dollar Tree, INC.: directors' dealings · United States · SEC (Form 4)

About Dollar Tree, INC.

Dollar Tree, Inc. (ticker: DLTR) is a leading value retailer listed on the NYSE/NASDAQ in the United States. Headquartered in Chesapeake, Virginia, United States, the company operates a large network of discount variety stores built around everyday value, convenience, and a “treasure hunt” shopping experience. Dollar Tree was founded in 1986 by Doug Perry, Macon Brock, and Ray Compton, and over time it has become one of North America’s best-known extreme-value retail brands. In recent company communications, Dollar Tree describes itself as operating in the United States and Canada, with a business model focused on low-ticket discretionary and consumable items that appeal to budget-conscious households. Its core assortment includes consumables such as food, snacks, cleaning supplies, paper products, health and beauty items, and seasonal goods, alongside variety merchandise including toys, home décor, stationery, party supplies, gifts, and arts-and-crafts products. The product mix is designed to drive frequent traffic and impulse purchases while preserving a sharp value proposition. Strategically, Dollar Tree has increasingly centered its reporting and execution on the Dollar Tree segment, while the Family Dollar business has been treated as discontinued operations following the decision to divest that banner. That shift reflects a clearer strategic focus on a format the company believes has stronger brand equity and a more differentiated customer offer. Competitively, Dollar Tree sits alongside other mass-market and discount retailers, including Dollar General and, in select categories, Walmart and other value-led merchants. The company’s competitive advantages typically come from tight price positioning, broad everyday assortment, national scale, and the convenience of small-box stores. Management has emphasized several priorities: expanding and improving assortment, strengthening store execution, investing in supply chain capabilities, using data-driven marketing, and managing costs with discipline. Recent highlights include fiscal 2025 full-year results released in March 2026, which reflected continued operational investment, the impact of tariff and sourcing pressures, and an ongoing share-repurchase program. For investors, DLTR offers exposure to a resilient U.S. value-retail model, but one that remains sensitive to input inflation, trade policy, and execution risk in a highly competitive retail landscape.