---
title: "Corey Tarlowe Maintains Sell on Dollar Tree, Lifts Price Target to $85 Amid Concerns Over Traffic and Margin Sustainability"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288105438.md"
description: "Jefferies analyst Corey Tarlowe maintained a Sell rating on Dollar Tree, raising the price target to $85 from $80. The decision reflects concerns over declining customer traffic and margin sustainability, as recent sales growth stemmed from higher prices rather than increased shopper volume. Despite better-than-expected financials, Tarlowe remains cautious about management's optimistic traffic rebound expectations and potential cost headwinds. BMO Capital also maintained a Sell rating with a $90 target."
datetime: "2026-05-29T18:15:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288105438.md)
  - [en](https://longbridge.com/en/news/288105438.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288105438.md)
---

# Corey Tarlowe Maintains Sell on Dollar Tree, Lifts Price Target to $85 Amid Concerns Over Traffic and Margin Sustainability

Analyst Corey Tarlowe from Jefferies maintained a Sell rating on Dollar Tree and increased the price target to $85.00 from $80.00.

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Corey Tarlowe has given his Sell rating due to a combination of factors tied to the quality and sustainability of Dollar Tree’s recent performance. While the company delivered better-than-expected sales, margins, and earnings, much of the same-store sales growth came from larger basket sizes and higher prices rather than more shoppers, leaving overall traffic still in decline and suggesting that gains may not be durable in a competitive retail landscape.

Corey Tarlowe’s rating is based on concerns that management’s expectation for a traffic rebound in the second half may be optimistic given ongoing pressure on lower-income consumers and the risk that these customers migrate to rivals. Even though he raised his forecasts and increased the price target to $85 to reflect better execution, he remains cautious that heavy dependence on pricing, along with potential margin headwinds from costs such as fuel and tariffs, could limit upside and justify a more conservative stance on the stock.

In another report released today, BMO Capital also maintained a Sell rating on the stock with a $90.00 price target.

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