Dollar Tree (DLTR) Slide Presentation
This 30 slide presentation is an enhanced but edited version of a presentation that was given at the Cyprus Value Investor Conference last week in Nicosia, Cyprus. The previous version, 40 slides, was intended for generalists. This version, 30 slides, is designed for professional investors who are already familiar with the company and some of the current issues. We discuss our investment thesis, which is a long case, by addressing current issues, our opinion and estimates, and a discussion on valuation.
Dollar Tree is an operator of discount variety stores. The company's stores operate under the names of Dollar Tree, Family Dollar and Dollar Tree Canada. The company's segments are: Dollar Tree, which is the operator of discount variety stores providing merchandise at the fixed price point of $1.00; and Family Dollar, which operates general merchandise discount retail stores. The merchandise mix in the company's Dollar Tree stores consists of consumable merchandise, variety merchandise, and seasonal goods. The merchandise mix in the company's Family Dollar stores consists of consumable merchandise, home products, apparel and accessories merchandise, and seasonal and electronics merchandise.
Quo Vadis Capital, Inc. is a Registered Investment Advisor, independent equity research boutique and financial and strategic consultancy. Our focus is on the U.S. consumer market with a specialization in the retail and restaurant sectors. Quo Vadis provides an investment edge for professional investors using a proprietary forecasting tool that identifies and quantifies near- and long-term upside or downside potential to consensus estimates. Quo Vadis is based in Paris, France.
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