American consumers continue to feel the impact of higher prices.
While inflation has cooled from the peak levels we saw in 2022, many households are still struggling to keep up with the cumulative effect of years of rising costs on groceries, housing, and other essentials.
A solid 66% of Americans say inflation is a very big problem, according to a Pew Research Center survey published in May. And in April, 55% of Americans said in a Gallup poll that their finances were getting worse.
But while rising prices may be stressful for consumers, they’ve created a huge opportunity for discount retailers.
When shoppers become more selective about where they spend, chains that emphasize value often see increased traffic from both their traditional customers and higher-income consumers looking to save money.
Dollar Tree has been a huge beneficiary of that trend. The discount retailer reported strong first-quarter results, with net sales increasing 7.2% to $4.6 billion. Comparable store net sales rose 3.5%, reflecting continued demand from shoppers looking for affordable alternatives to traditional retailers.
But while Dollar Tree is supposed to be a source of relief for financially stressed consumers, the company is expanding services that many of those same customers may struggle to justify – or fit into their budgets.
Dollar Tree expands delivery options
Dollar Tree is making another push into on-demand delivery. The retailer recently expanded its partnership with DoorDash, allowing customers to order thousands of items from more locations through the delivery platform.
The move builds on Dollar Tree’s August 2025 partnership with Uber Eats, which brought the chain’s products to another major delivery marketplace.
Related: Walmart tells customers it’s going to have to raise prices
“At Dollar Tree, we pride ourselves on delivering value, convenience, and discovery to our customers every day,” said Brent Beebe, chief merchandising officer at Dollar Tree, in a statement published by Chain Store Age.
“With our broad assortment of affordable products, including our expanded multi-price assortment, we’re excited to bring our unique value and ‘thrill of the hunt’ experience to DoorDash customers.”
To celebrate the new partnership, new customers to Dollar Tree on DoorDash can save 40% on orders of $25 or more through June 17, 2026.
Dollar Tree’s move leaves its core customers out in the cold
Dollar Tree’s new DoorDash partnership may benefit customers without access to a car or who value convenience over savings, but it completely misses the mark for its core customer base.
