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we expect to expand our multi-price assortment by over 300 items at price points ranging from $1.50 to $7
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2024 Q4
26 Mar 24
We anticipate these headwinds to be concentrated in the first half of 2024 and then moderate longer term as the macro environment normalizes
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2024 Q4
26 Mar 24
shrink and mix headwinds
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2024 Q4
26 Mar 24
we expect to realize additional freight savings in FY '24
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2024 Q4
26 Mar 24
shrink and mix hurt EPS by approximately $1.15 on a full year basis, which is also more than we originally expected
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2024 Q4
26 Mar 24
lower ground and ocean freight costs benefited our full year 2023 EPS by approximately $1.50
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2024 Q4
26 Mar 24
the 53rd week this year added an extra $0.35 of EPS
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2024 Q4
26 Mar 24
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2024 Q4
26 Mar 24
anuary's winter storms negatively impacted comp by about 70 basis points
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2024 Q4
26 Mar 24
Dollar Tree's ability to attract new and higher income customers
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2024 Q4
26 Mar 24
In quarter 4, Dollar Tree continued to take unit market share in consumables.
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2024 Q4
26 Mar 24
we estimate the reduced SNAP payments for total quarter 4 comps by about 5 points, and when coupled with the weak discretionary demand, the comp impact was closer to 7 points
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2024 Q4
26 Mar 24
we expect reduced SNAP benefits will be a headwind through at least the first half of FY '24 before comparisons ease
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2024 Q4
26 Mar 24
Family Dollar continued to take unit and dollar market share in consumables even as lower income consumers struggle with reduced SNAP benefits and other macro pressures.
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2024 Q4
26 Mar 24
persistent inflation and reduced government benefits continue to pressure the lower income consumers
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2024 Q4
26 Mar 24
Dollar Tree added 3.4 million new customers in 2023, mostly from households earning over $125,000 a year
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2024 Q4
26 Mar 24
This year’s investments, which include the full year impact of investments made during fiscal 2022 are in several key areas in the following order of magnitude, labor and wages, including hourly wage rates and investments in field personnel, stores, through repairs and maintenance and improving store conditions, corporate, including technology and other initiatives. Under this new leadership team, we are increasing average hourly wages and estimated $2 for the 2-year period of 2022 and 2023. We feel that looking on a market by market basis and benchmarking to comparable retail wages, this investment will put us in a more competitive position.
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2022 Q4
8 Dec 23
we are accelerating and pulling forward our schedule of major high-returning investments. The cost of these investments is reflected in our 2023 outlook, as an incremental $430 million increase in SG&A and the outlook assumes only a minimal return from these investments.
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2022 Q4
8 Dec 23
Note 5 - Long-Term Debt
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10-K
2022 FY
15 Sep 23
Shrink costs increased 65 basis points in the current year resulting from unfavorable physical inventory results.
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10-Q
2023 Q2
15 Sep 23