Discounters defy US tariff wave: Dollar Tree (DLTR), Dollar General (DG), and Five Below (FIVE) on the rise!

While a large part of the US retail market is suffering under the new import tariffs, analysts at Citigroup see an opportunity for discount chains like Dollar Tree and Dollar General . Dollar Tree has been upgraded by Citi from Neutral to Buy, as the company benefits from a psychological advantage despite significantly higher tariffs on about half of its product range: the new conditions allow for a gradual increase in the price cap from $1.25 to $1.50 or even $1.75 – a step that many customers are expected to accept. The main hurdle was already...