StockDuty ← Dashboard Jun 10, 2026 08:50 AM ET
CatalystMacro

BURIED IN MSM, WAS THE DOLLAR TREE EARNINGS STATEMENTS.

$DTLR WAS THE FIRST, IN ITS CATEGORY, TO SAY THAT THEY NOTICED, CUSTOMERS WERE CUTTING BACK ON FOOD PURCHASES DUE TO HIGHER GASOLINE PRICES.

$DTLR WAS THE FIRST, IN ITS CATEGORY, TO SAY THAT THEY NOTICED, CUSTOMERS WERE CUTTING BACK ON FOOD PURCHASES DUE TO HIGHER GASOLINE PRICES. THIS IS UNGOOD . REMEMBER: Q1 EARNINGS ONLY INCLUDED MARCH IN THE IRAN WAR. ENERGY PRICES DIDN'T REALLY START ESCALATING UNTIL APRIL. — VIA @CHIGRL
First-mover confirmation of consumer weakness from higher gasoline prices, citing specific food purchase cuts.
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