0746 ET - As the bulk of the retail sector reels from the recent U.S. tariff blitz, analysts at Citi see silver linings for Dollar Tree and Dollar General. Citi upgrades Dollar Tree to buy from neutral, saying that while roughly half of the discount retailer's products are subject to significantly higher tariffs, the tariff regime gives it cover to further expand price points to $1.50/$1.75 from $1.25. Dollar General, meanwhile, doesn't have the same tariff risk as most other retailer, with only about 10% of sales affected, and may benefit from consumers trading down, says Citi, which upgrades the stock to neutral from sell. Dollar Tree up 0.7% premarket to $68.02, Dollar General up 0.3% to $92.92. (colin.kellaher@wsj.com)
(END) Dow Jones Newswires
April 07, 2025 07:46 ET (11:46 GMT)
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