DLTR

You've heard of PLTR , now meet DLTR. ​Dollar Tree ditched Family Dollar (amen) thanks private equity. and rolled out a fresh roadmap at Investor Day. They're guiding for 8-10% EPS growth and 12-15% CAGR through FY26-FY28. Comps are up around +3.8%. They're redoing store layouts, tightening up operations, adding AI scheduling through Legion and trading at a much cheaper multiple than Walmart. You cant stop the poors from living and there's gonna be alot more of them with these lay offs. ​A year ago, these stores looked like a children's hospital in Gaza, now they are much cleaner well stocked and seem to be better staffed from checking the few near my house. ​People forget Dollar Tree sets up shop where Walmart physically can't. Tiny towns, those neighborhoods where you have to back out of the parking lot into traffic. This is where the poor's used to spend there hard earned SNAP before Taco took it away. ​That's their quiet moat: they live in every small town full of toothless moonshine drinking hicks. ​They also grabbed about 170 leases from 99 Cents Only's bankruptcy, giving them cheap real estate in California, Arizona, and Texas. Those stores start opening through 2025-26 and should be the new 3.0 layout models. ​They're even buying back stock again 2.8 million shares heading into Investor Day. That's some confidence ​In 2008-09, comps were +4.1% and +7.2%. People might cut cable, but they don't stop buying toothpaste and chinese boner pills The worse the economy gets, the more these guys thrive. Ready for the next part ​And then there's the Legion deal AI scheduling for 9,000 stores. Think of it as ChatGPT for shifts: predicts traffic, fills schedules, and lets workers swap shifts without annoying the manager. This has not been baked into any earnings as of yet. . For DLTR it means fewer empty aisles, faster truck unloads, and fewer, sorry go buy toilet paper somewhere else bro moments left.