Why Scott Mushkin doesn’t like anything in retail but Dollar Tree stock

why dollar tree stock is top retail name in 2025 [https://invezz.com/wp-content/uploads/2023/08/79534313-m-normal-none.jpg] Retail stocks have done fairly well since April, as indicated by the “XRT” exchange-traded fund (ETF). Still, R5 Capital founder Scott Mushkin says the second half of 2025 will likely be a different story. “We don’t like much in retail,” he told CNBC in a recent interview, citing widespread structural and competitive concerns across the sector. But there’s one exception: Dollar Tree Inc (NASDAQ: DLTR). Dollar Tree shares are already up more than 50% versus the first week of April, but Scott Mushkin continues to see it as a rare bright spot within the retail space, poised for further upside ahead. WHY IS MUSHKIN DOVISH ON RETAIL STOCKS Mushkin is keeping bearish on retail stocks for the second half of 2025 because the sector faces a confluence of macro and competitive headwinds. Inflation ticked up again in August, hitting its highest level since February – squeezing consumer wallets and shifting spending toward essentials. That’s bad news for discretionary-heavy retailers like Best Buy, which Mushkin says is struggling with “empty…