Tranzactioneaza Dollar Tree (US.DLTR) - 114.61 USD (%) Tranzactioneaza
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Dollar Tree a raportat pentru trimestrul al doilea vanzari nete in crestere cu 7%, la 4.9 mld. USD, si un profit diluat pe actiune de 2.70 USD, care include un beneficiu de 1.31 USD din impactul net al rambursarilor de taxe vamale. Vanzarile comparabile au avansat cu 3.7%, sustinute de un bon mediu mai mare cu 3.3% si de un trafic in crestere cu 0.4%, iar marja bruta s-a majorat cu 850 de puncte de baza, la 42.9%. Retailerul si-a ridicat prognoza de profit ajustat pe actiune pentru 2026 la 7.70-8.05 USD, incluzand un beneficiu de circa 0.60 USD din rambursari, si estimeaza vanzari de 20.5-20.7 mld. USD. Compania a rascumparat 5.6 milioane de actiuni pentru 605 mil. USD in trimestru si a incheiat perioada cu 9,436 magazine, dintre care circa 6,600 in format cu preturi multiple. Pentru trimestrul al treilea, estimarile indica un profit pe actiune de 0.80-0.95 USD, afectat cu aproximativ 0.50 USD de reinvestirea rambursarilor. (Sursa: 310)
In April, the U.S. personal savings rate fell to 4.4%, the lowest since September 2008, according to data from the Commerce Department published Friday. "In fact, it is actually our baseline forecast for the saving rate to fall below its prior-cycle average of 7.2% through the end of 2023." In April 2020, the savings rate hit a record 33.8% as government checks hit consumer bank accounts and the spread of Covid-19 kept many people at home and businesses closed. 
Earlier this month, earnings reports from Walmart (US.WMT) and Target (US.TGT) spooked investors, with slowing sales and ballooning inventories at these retail giants perhaps suggestive of a consumer environment that was eroding rapidly. Subsequent reports from other retailers and strong signals from the travel sector, however, have allayed some of these fears about an imminent pullback in consumer spending. 
As JetBlue (US.JBLU) told investors earlier this week, the "demand environment continues to be strong" with sales in June set to be "meaningfully better" than what was seen in April and May. At the same time, as discount retailers like Dollar General (US.DG) and Dollar Tree (US.DLTR) suggested earlier this week, consumers have become more "intentional" in where and how they spend money â particularly when it comes to essentials like food and grocery items.
The S& P 500 raced higher Friday, notching its best week of the year and snapping a punishing losing streak that had almost ended its bull market. On Friday, new data showed that U.S. households boosted spending for a fourth straight month, though they reached deeply into savings to do so. Meanwhile, a closely watched U.S. inflation reading eased in April. The data, alongside some strong earnings, has pushed shares of retailers sharply higher. Dollar Tree (US.DLTR), Ulta Beauty (US.ULTA) and Ross Stores (US.ROST) were among the weekâs biggest winners in the S& P 500, gaining at least 20% apiece. 
The S& P 500 gained 100.40 points, or 2.5%, to close Friday at 4158.24. The Dow Jones Industrial Average (DE.SXRU) added 575.77 points, or 1.8%, to 33212.96. The tech-heavy Nasdaq (DE.SXRV) added 390.48 points, or 3.3%, to 12131.13.Still, few investors and strategists are willing to call a bottom to a selloff that has sent the S& P 500 falling around 13% for the year. Some traders said the recent gains seemed like a short-term rally during a broader decline.