Dollar Tree, Inc. (DLTR)
Dollar Tree runs discount variety stores selling merchandise at low fixed price points.
DLTR vs KR: how the two businesses compare
- Bigger business: KR, with $147.6B of yearly revenue, about 7.6× DLTR's $19.4B.
- More profitable: DLTR keeps 7 cents of each sales dollar as profit, against 1 cents at KR.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Kroger (KR) is the larger business by reported revenue: $147.6B in its fiscal year ended Jan 2026, about 7.6× DLTR's $19.4B (fiscal year ended Jan 2026). DLTR's net margin was 6.6% and KR's 0.7%. The SEC classifies them differently (Retail-Variety Stores; Retail-Grocery Stores); what connects them is shared exposure to the Economic trends research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Staples
- Different
- Separate classifications
- January 30
- Same calendar
- Mar 31, 2026
DLTR vs KR: quick comparison
| Company fact | DLTR | KR |
|---|---|---|
| Company | Dollar Tree, Inc. | The Kroger Co. |
| Exchange | NASDAQ | NYSE |
| SEC industry | Retail-Variety Stores | Retail-Grocery Stores |
| Fiscal year-end | January 30 | January 30 |
| Latest annual filing | 10-K · 2026-03-16 | 10-K · 2026-03-31 |
DLTR vs KR: audited financials
- Scale: KR's $147.6B of revenue is about 7.6× DLTR's $19.4B.
- Net margin: DLTR kept 6.6% of revenue as net income versus 0.7% at KR.
- Periods: both fiscal years end on 2026-01-31, so these annual figures cover the same months.
| Metric | DLTR | KR |
|---|---|---|
| Revenue | $19.4B2025-02-02 to 2026-01-31 · SEC filing | $147.6B2025-02-02 to 2026-01-31 · SEC filing |
| Net income | $1.3B2025-02-02 to 2026-01-31 · SEC filing | $1.0B2025-02-02 to 2026-01-31 · SEC filing |
| Operating cash flow | — | $7.3B2025-02-02 to 2026-01-31 · SEC filing |
| Diluted EPS | $6.222025-02-02 to 2026-01-31 · SEC filing | $1.542025-02-02 to 2026-01-31 · SEC filing |
| Net margin | 6.6%2025-02-02 to 2026-01-31 · SEC filing | 0.7%2025-02-02 to 2026-01-31 · SEC filing |
DLTR: FY ending 2026-01-31 · KR: FY ending 2026-01-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where DLTR and KR overlap, and where they don't
Overlap
- Shared research theme: Economic trends.
- Same fiscal calendar: both fiscal years end January 30.
Differences
- Different SEC industries: DLTR files as Retail-Variety Stores; KR as Retail-Grocery Stores.
- Only DLTR maps to Tariffs & trade.
- Scale: KR reported about 7.6× the annual revenue of DLTR.
- Profitability: net margin of 6.6% for DLTR versus 0.7% for KR.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
The Kroger Co. (KR)
Kroger operates one of the largest US supermarket chains along with pharmacies and private-label brands.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves DLTR
We have not yet published a company-specific driver list for DLTR. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-16.
What moves KR
We have not yet published a company-specific driver list for KR. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-31.
The investment question
You now know KR reports about 7.6× DLTR's revenue, and DLTR keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to economic trends, and which evidence in the next filings would prove that assumption wrong.
Members-only research
What members are reading this month
- Issue 07: The Vote That Knocked Almost a Quarter off Data Center Stocks
Texas has frozen new data center approvals since the summer. The vote extends that freeze, but it cannot unplug campuses that already have power. We map who is exposed, test whether the sell-off overshot and say where the real risk sits.
- Citadel bought the AI fire sale. The seller had run out of time.
Up 439% in the first half, down about 67% in July: how an AI hedge fund ended up selling a roughly $16 billion stock book to Citadel at a discount.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end January 30, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 6 matched transaction rows for DLTR and 18 matched transaction rows for KR. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
DLTR primary filings
KR primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
DLTR vs KR FAQs
Are DLTR and KR direct competitors?
Not necessarily. Dollar Tree files as Retail-Variety Stores and Kroger as Retail-Grocery Stores. The pair is compared because both map to the Economic trends research theme, not because the filings show head-to-head competition.
Is DLTR or KR the bigger company by revenue?
Kroger (KR) is the larger business by reported revenue: $147.6B in its fiscal year ended Jan 2026, about 7.6× DLTR's $19.4B (fiscal year ended Jan 2026). DLTR's net margin was 6.6% and KR's 0.7%. The SEC classifies them differently (Retail-Variety Stores; Retail-Grocery Stores); what connects them is shared exposure to the Economic trends research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, DLTR or KR?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this DLTR vs KR comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Dollar Tree, Inc. and The Kroger Co. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
DLTR vs KR compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
Members-only research
$39/mo or $249/yr · cancel future renewals anytime · sources included