Dollar Tree (DLTR) Gets A Tariff Refund, Is It Still 13% Undervalued?

Dollar Tree (DLTR) just booked a one time US$383 million tariff refund that pushed GAAP EPS to US$2.70, beating expectations even as traffic trends and higher average ticket raised fresh questions for investors. Those tariff-driven earnings arrived at a time when Dollar Tree’s share price has been under pressure in recent months, with a 30 day share price return of 4.37% lower and a 90 day share price return of 5.04% lower. Even so, the 1 year total shareholder return sits at 33.25%, and the...