In late November Dollar Tree announced that their signature $1.00 prices would increase to $1.25. While Dollar Tree maintained their $1.00 prices for over 35 years, they too were not immune to rapid inflation. Despite this, over the last 6 months, the company’s stock (Nasdaq: DLTR) has increased by over 65% and continues to climb. Along with their increase in price, Dollar Tree announced their Dollar Tree Plus! platform which will offer an assortment of products for $3 and $5. This is expected to roll out to 1,500 stores by the end of 2022 and 5,000 stores by the end of 2024.

ACA continues to see strong demand for single-tenant Dollar Tree assets with cap rates decreasing upwards of 100 basis points (location dependent) since the beginning of 2021. 

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