$DLTR Dollar Tree Tape Reports
Per Ticker.id: $DLTR Dollar Tree Tape Reports — 9 podcast mentions across 3 podcasts (30 days), latest 2026-08-25 23:12 UTC.
And sometimes what you have to do is you have to say, okay, listen, I am a certain person. I mean, I'm a Dollar Store, Dollar Tree. I like dollar stores, okay? But I really only like Dollar Tree. I don't like Dollar General. When it comes to clubs, I like Costco. I don't like BJ's. It's just a, it's, you know, it's a preference. It's a preference. And I prefer Dollar Tree. I prefer Costco. All right, look, there's no such thing as a nothing burger when it comes to NVIDIA. And the greatest business person of all time, Jensen Huang, Tomorrow we're going to see how much Wall Street really cares about this really amazingly important stock. On "Mad Money" tonight, Dick's Sporting Goods just saw its worst one-day decline ever after a dismal quarter. So what's next for the retailer? Hey, don't miss my analysis. And I'm an open-minded fella. Then oil prices dipped today on news about the Middle East. But do they have further to fall? I'm going off the charts to find out. And Intuit is on the move after reporting earnings. But what direction? I'll talk to the CEO, Steve Kramer.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Now, yes, this is a local debate, but at first, the stores aren't expected for several years. We've already heard from some of the country's largest grocers on how foodborne illness outbreaks have been weighing on sales. Consumers are seeking lower prices. Margins are already tight in the industry. And we hear from Dollar General and Dollar Tree later this week, which have become increasingly vital players in the grocery trade-down effects. It'll be interesting to hear how the consumer is shifting in this current environment, guys.
Brandon Gomez — Squawk on the Street · 11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26 · 2026-08-24What are the expectations on the analyst front for those two names, for Dollar Tree and for Dollar General?
Leslie Picker — Squawk on the Street · 11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26 · 2026-08-24Mm-hmm. Yeah. So on the grocery front, again, the expectation is that they're going to sort of see more of this trade-in effect. Again, these Dollar Tree and Dollar General names calling it trade-in as consumers are sort of looking for more affordable options. And again, we'll get those names, I believe, That's on Wednesday and Thursday of this week, Leslie.
Brandon Gomez — Squawk on the Street · 11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26 · 2026-08-24Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, August 20th, and I'm your host, Kim Kahn. Our top story so far: Walmart flashed a warning about consumer spending with cautious guidance in its latest earnings report. The retail giant also stumbled on domestic sales, sending shares lower. Walmart guided for Q3 EPS of $0.62 to $0.64, below the $0.69 consensus. For the full year, Walmart sees EPS of $2.80 to $2.87 compared to the $2.90 consensus. On the earnings call, management said its below-consensus outlook reflects the continued prioritization of reinvesting remaining tariff refunds into customer rollbacks. Shares are down nearly 10% and Bespoke Invest notes that that would be Walmart's 6th decline in its last 7 earnings reaction days. Comparable sales in the U.S. rose 2.6%, missing the consensus estimate of 3.7% by more than a full percentage point, and marking the slowest growth in 6 years. Walmart's adjusted operating income rose 17.4%, including the impact of tariff refunds, partially offset by price investments during the quarter. Adjusted EPS came in at $0.81, topping the $0.74 consensus. Retailers Kohl's, Ollie's Bargain Outlet Stores, Dick's Sporting Goods, Savers Value Village, BJ's Wholesale, PriceSmart, Dollar Tree, and Costco are all lower. Among other active stocks, Alibaba is down but off its lows post-earnings as investors weigh a sharp increase in AI spending against accelerating cloud growth. Analysts remain broadly positive on the stock with cloud strength supporting their views. Deere is up after topping fiscal Q3 forecasts. The results provide further evidence that strength in construction equipment, smaller farm machinery, and turf products is helping offset the downturn in large agricultural equipment. And Advanced Auto Parts is plunging after the retailer noted the impact constrained household budgets had on the do-it-yourself channel during Q2, particularly in the last 4 weeks of the quarter. On the economic front, Treasury yields are back on the rise with the 10-year back at 4.75% and the 30-year at 5.25% after the Philly Fed Manufacturing Index came in surprisingly strong. The index rose to 47.4 in August from 41.4 in July, confounding expectations for a drop to 25. It was the highest level since April 2021. Treasury Secretary Scott Bessant said the government may increase its buybacks of 30-year Treasuries beyond the $4 billion per issue he announced Wednesday.
Kim Kahn — Wall Street Breakfast · Walmart flashes consumer warning · 2026-08-20And that's what I'm saying. Yeah. Yesterday, Home Depot had a big increase in price and not a big increase in traffic and the stock ended up down $0.39. Look, we want traffic. We want people to say, you know what, I'm done going with I want to go to Target or I'm done going with Dollar Tree. I want to go to Target. Although Dollar Tree had good numbers and was upgraded from a sell to a hold today. I do think, David, that this is a sign of health of the consumer. And we still have, you know, two-thirds of the economy is consumer. We act as if all that matters is that Texas doesn't allow data centers. That is a fallacy.
Jim Cramer — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19Really? I don't know. I mean, Dollar Tree gets upgraded today over at Jefferies. They go to hold $135. I mean, that is a play on a softening consumer.
Carl Quintanilla — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19Yeah, but when I go to Dollar Tree, I pay— with the exception of the candy aisle, the Junior Mints and the Jujubes— I pay a lot more than a dollar for most of these. And it's crowded as all get out. And they're doing a very, very good job. The stock's breaking out. I'm saying that they're no longer held to the dollar price, really. Yeah, it's just such a blast to go there. I really— I mean, like, I'm not kidding. I mean, it's a blast.
Jim Cramer — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19