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Dollar Tree Selling Family Dollar for $1 Billion; Stock Jumps

The discount retailer also beat top- and bottom-line estimates in the fourth quarter

Deputy Editor
Mar 26, 2025 at 10:55 AM
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Discount retail stock Dollar Tree Inc (NASDAQ:DLTR) was last seen up 5.2% at $70.63, after the company announced it would be selling its Family Dollar business to Brigade Capital Management, LP and Macellum Capital Management, LLC for $1 billion. The company also reported better-than-expected fourth-quarter earnings and revenue, though net sales missed estimates. 

On the charts, DLTR has been middling between $60 and $80 since August, hitting a Nov. 12 four-year low of $60.49 during this time. Today's pop is testing a layer of overhead moving averages, including the 50-day and 80-day trendlines. Year-to-date, the equity is down 6.2%. 

Options traders are chiming in after the news, with 25,000 calls and 15,000 puts exchanged so far -- five times the overall options volume typically seen at this point. The May 90 and 85 call contracts are the most popular, with new positions opening at the weekly 3/28 68-strike call. 

Today's options activity represents a bullish shift, as puts were much more popular than usual leading up to today. This is per DLTR's 10-day put/call volume ratio of 2.09 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which ranks higher than 98% of readings from the past year.

 
 

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