{"slug":"dollar-tree","name":"달러 트리","name_en":"Dollar Tree, Inc.","ticker":"DLTR","updated_at":"2026-09-24T11:45:54.456282+00:00","canonical":"https://valuechain.wiki/dollar-tree","citable":"밸류체인 그래프 기준 달러 트리의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 5곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Dollar Tree, Inc. is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 5 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"균일가 할인 소매","kicker_en":"Multi-price value retailer","lead":"달러 트리는 생활소비재, 잡화, 계절상품을 저가 다중 가격대로 판매하고 매장과 배달 플랫폼에서 매출을 낸다. 상품 조달과 물류, 수요예측·재고보충 소프트웨어, 당일배송망에 비용을 쓴다.","lead_en":"Dollar Tree sells consumables, variety merchandise, and seasonal goods at value-oriented price points through stores and delivery platforms. Its cost base includes merchandise sourcing, logistics, forecasting and replenishment software, and same-day delivery infrastructure.","categories":[{"key":"mass-retail","ko":"대형 유통","en":"Mass Retail","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"소비재","note":"가정용 종이·화학제품, 식품, 사탕, 건강·개인관리, 냉장·냉동식품"},{"name":"잡화","note":"완구, 가정용품, 선물, 문구, 파티용품, 공예품"},{"name":"계절상품","note":"크리스마스, 부활절, 핼러윈, 밸런타인데이 상품"}],"total":"$19,411,800,000 (FY2026, 2026-01-31 종료 연도)","track":"C"},"segments_en":{"parts":[{"name":"Consumable","note":"Household paper and chemicals, food, candy, health and personal care, and refrigerated and frozen food"},{"name":"Variety","note":"Toys, housewares, gifts, stationery, party goods, and arts and crafts"},{"name":"Seasonal","note":"Christmas, Easter, Halloween, and Valentine's Day merchandise"}],"total":"$19,411,800,000 (FY2026, year ended 2026-01-31)"},"returns_yearly":{"2021":30.1,"2022":0.7,"2023":0.4,"2024":-47.2,"2025":64.1,"2026":6.8},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":3,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"yum-brands","name":"얌! 브랜즈","name_en":"Yum! Brands","tier":2,"returns_yearly":{"2021":30.1,"2022":-6,"2023":3.9,"2024":4.7,"2025":14.9,"2026":0.6}},{"slug":"kroger","name":"크로거","name_en":"The Kroger Co.","tier":2,"returns_yearly":{"2021":45.4,"2022":0.4,"2023":5,"2024":36.9,"2025":4.3,"2026":-4.6}},{"slug":"dominos","name":"도미노피자","name_en":"Domino's","tier":2,"returns_yearly":{"2021":48.4,"2022":-37.9,"2023":20.7,"2024":3.2,"2025":0.9,"2026":-17.2}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":1,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":1,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}}],"benefiting":[],"analysis":"균일가 할인 소매 기업. 2026년 +6.8%다. 본주(+6.8%)와 수요단(평균 -6.9%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 도어대시(-6.5%), 가장 처진 곳은 우버(-7.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Dollar Tree, Inc. operates across Multi-price value retailer. It is +6.8% in 2026. The stock (+6.8%) and its demand side (avg -6.9%) are moving in step. Among connected nodes the furthest ahead is DoorDash, Inc. (-6.5%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its cost base includes merchandise sourcing, logistics, forecasting and replenishment software, and same-day delivery infrastructure.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"패밀리달러","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2016-03-28","basis":"패밀리달러 인수 총매입가","value":9123100000,"period":"2015 acquisition","basis_en":"Total purchase price for the Family Dollar acquisition","qualifier":null},"note":"달러 트리는 2015년 패밀리달러를 현금과 주식으로 인수했다. 통합 성과가 부진해진 뒤 2025년 사업을 매각했으며, 이 엣지의 수치는 최초 인수 거래의 총매입가다.","note_en":"Dollar Tree acquired Family Dollar for cash and stock in 2015. It sold the business in 2025 after a difficult integration; the metric records the original transaction's total purchase price.","sources":[{"stance":"mentions","publisher":"코어사이트 리서치","publisher_en":"Coresight Research","kind":"research","lang":"en","published_at":"2025-04-01","url":"https://coresight.com/research/dollar-tree-to-divest-family-dollar-heres-what-it-means-consumer-real-estate-data-analysis/","title":"달러 트리의 패밀리달러 매각이 뜻하는 것: 소비자·부동산 데이터 분석","title_en":"Dollar Tree To Divest Family Dollar: Here's What It Means—Consumer + Real Estate Data Analysis","excerpt":"보고서는 통합 난항과 2025년 패밀리달러 매각 합의의 의미를 소비자·부동산 데이터로 분석한다.","excerpt_en":"The report analyzes Dollar Tree's integration struggles and the 2025 agreement to sell Family Dollar."},{"stance":"confirms","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"news","lang":"ko","published_at":"2024-02-28","url":"https://www.hankyung.com/article/202402286072i","title":"창고에 수천마리 우글대더니…못 믿을 '미국판 다이소' 결국","title_en":"Family Dollar Fined After Rodent-Infested Warehouse Case","excerpt":"기사는 패밀리달러가 2015년 달러 트리에 인수됐다고 설명한다.","excerpt_en":"The article states that Dollar Tree acquired Family Dollar in 2015."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2016-03-28","url":"https://www.sec.gov/Archives/edgar/data/935703/000093570316000127/dltr-2016x01x30x10k.htm","title":"DOLLAR TREE, INC. 10-K (2016-03-28)","title_en":"DOLLAR TREE, INC. 10-K (2016-03-28)","excerpt":"공시는 패밀리달러 인수 총매입가를 91억2,310만 달러로 제시한다.","excerpt_en":"The filing reports a total purchase price of $9,123.1 million for Family Dollar."}]},{"direction":"revenue","counterparty":"Uber","counterparty_slug":"uber","confidence":"high","metric":{"type":"count","unit":"stores","as_of":"2026-03-16","basis":"2026-01-31 현재 Uber Eats 주문 가능 달러 트리 매장 수","value":8800,"period":"FY2026","basis_en":"Dollar Tree stores serviceable through Uber Eats as of 2026-01-31","qualifier":null},"note":"Uber Eats는 달러 트리 상품을 주문받는 전국 단위 디지털 판매 채널이다. 최신 10-K와 Uber 발표가 같은 관계와 서비스 범위를 확인한다.","note_en":"Uber Eats is a nationwide digital sales channel for Dollar Tree merchandise. The latest 10-K and Uber's announcement independently confirm the relationship and its service footprint.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-16","url":"https://www.sec.gov/Archives/edgar/data/935703/000093570326000025/dltr-20260131.htm","title":"DOLLAR TREE, INC. 10-K (2026-03-16)","title_en":"DOLLAR TREE, INC. 10-K (2026-03-16)","excerpt":"2026년 1월 31일 현재 8,800개가 넘는 달러 트리 매장이 Uber Eats 주문 가능 매장이었다.","excerpt_en":"As of January 31, 2026, over 8,800 Dollar Tree stores were serviceable through Uber Eats."},{"stance":"confirms","publisher":"Uber 투자자관계","publisher_en":"Uber Investor Relations","kind":"ir","lang":"en","published_at":"2025-08-28","url":"https://investor.uber.com/news-events/news/press-release-details/2025/Dollar-Tree-and-Uber-Partner-to-Bring-Everyday-Value-to-Doorsteps-Nationwide/default.aspx","title":"달러 트리와 Uber, 생활필수품 전국 배송 제휴","title_en":"Dollar Tree and Uber Partner to Bring Everyday Value to Doorsteps Nationwide","excerpt":"양사는 미국 내 약 9,000개 달러 트리 매장을 Uber Eats에 연결하는 전국 제휴를 발표했다.","excerpt_en":"The nationwide partnership brings nearly 9,000 Dollar Tree stores to the Uber Eats platform."}]},{"direction":"cost","counterparty":"Instacart","counterparty_slug":null,"confidence":"high","metric":{"type":"count","unit":"stores","as_of":"2026-03-16","basis":"2026-01-31 현재 Instacart 당일배송 가능 달러 트리 매장 수","value":8400,"period":"FY2026","basis_en":"Dollar Tree stores offering same-day delivery through Instacart as of 2026-01-31","qualifier":null},"note":"Instacart는 달러 트리의 온라인 주문과 당일배송을 수행하는 유통 인프라 공급사다. 수수료와 계약 금액은 공개되지 않았다.","note_en":"Instacart provides online ordering and same-day delivery infrastructure for Dollar Tree. Fees and contract value were not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-16","url":"https://www.sec.gov/Archives/edgar/data/935703/000093570326000025/dltr-20260131.htm","title":"DOLLAR TREE, INC. 10-K (2026-03-16)","title_en":"DOLLAR TREE, INC. 10-K (2026-03-16)","excerpt":"Instacart 제휴를 통해 8,400개가 넘는 매장에서 온라인 주문과 당일배송을 제공한다.","excerpt_en":"Customers can receive same-day delivery through Instacart from more than 8,400 Dollar Tree stores."}]},{"direction":"cost","counterparty":"RELEX Solutions","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"stores","as_of":"2021-10-19","basis":"RELEX 수요예측·보충 솔루션 적용 발표 매장 수","value":15800,"period":"2021 implementation scope","basis_en":"Stores included in the announced RELEX forecasting and replenishment implementation","qualifier":null},"note":"RELEX는 달러 트리와 당시 자회사 패밀리달러에 수요예측과 재고보충 소프트웨어를 공급했다. 계약 금액은 공개되지 않았다.","note_en":"RELEX supplied demand forecasting and replenishment software to Dollar Tree and its then-subsidiary Family Dollar. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"나스닥","publisher_en":"Nasdaq","kind":"news","lang":"en","published_at":"2021-10-19","url":"https://www.nasdaq.com/press-release/dollar-tree-and-family-dollar-select-relex-for-integrated-forecasting-and","title":"달러 트리와 패밀리달러, 통합 수요예측·보충에 RELEX 선정","title_en":"Dollar Tree and Family Dollar Select RELEX for Integrated Forecasting and Replenishment","excerpt":"달러 트리는 북미 매장과 물류센터 전반에 RELEX 솔루션을 도입해 수요예측과 보충 절차를 개선하기로 했다.","excerpt_en":"Dollar Tree will implement RELEX across its stores and distribution centers to improve forecasting and replenishment."}]},{"direction":"revenue","counterparty":"도어대시","counterparty_slug":"doordash","confidence":"mid","metric":{"type":"count","unit":"stores","as_of":"2026-05-28","basis":"도어대시에서 주문 가능한 미국 달러 트리 매장 수","value":9000,"period":"2026 partnership launch","basis_en":"U.S. Dollar Tree stores available to order from on DoorDash","qualifier":null},"note":"도어대시는 달러 트리의 미국 전체 매장을 연결하는 주문형 판매 채널이다. 소비자는 도어대시에서 달러 트리 상품을 주문하고 배송받는다.","note_en":"DoorDash is an on-demand sales channel spanning Dollar Tree's full U.S. footprint. Consumers order Dollar Tree merchandise through the marketplace for delivery.","sources":[{"stance":"confirms","publisher":"도어대시","publisher_en":"DoorDash","kind":"ir","lang":"en","published_at":"2026-05-28","url":"https://about.doordash.com/en-us/news/dollar-tree-partnership","title":"도어대시와 달러 트리, 주문형 할인 소매 배송 제휴","title_en":"DoorDash and Dollar Tree Partner to Bring Greater Value and Thrill of the Hunt Discovery On-Demand","excerpt":"미국 48개 주의 9,000개가 넘는 매장에서 10,000개가 넘는 상품을 도어대시로 주문할 수 있다.","excerpt_en":"More than 9,000 stores across 48 states offer over 10,000 Dollar Tree products on DoorDash."}]}]}