And maybe you buy stuff while watching stuff. Well, Amazon certainly hopes so, and it's kicking off its big deal Prime Days tomorrow with Walmart and Target holding their own sale events this week. Target obviously the notable underperformer of the group, down more than 30% this year and announcing a CEO change.Let's bring in a retail analyst that knows or has forgotten more about retail that most of us have ever known. That is Dana Telsey, Telsey Advisory Group CEO and chief research partner. How was that ...

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Key Points Target is down big over the last few years while the broader market has delivered epic gains. Despite turnaround efforts, it has yet to produce meaningful enough results to impress investors. Target still generates a lot of cash that can support dividend growth, but it needs to do more. 10 stocks we like better than Target › Artificial intelligence (AI) stocks with paradigm-shifting potential are the go-to choice for investors looking for explosive growth opportunities in today's market ...

Group 1: Federal Reserve Rate Cuts - The Federal Reserve has initiated interest rate cuts to protect the U.S. economy from a potential recession [1] - Wall Street anticipates further rate cuts, which could positively impact consumer goods companies [2] Group 2: Target - Target's same-store sales decreased by 1.9% in Q2 2025, contrasting with Walmart's 4.6% increase [3] - Target's premium business model may be less appealing to consumers concerned about the economy and inflation [4] - Target's shares have dropped over 40% from their 52-week high, presenting a potentially attractive investment opportunity with a 5% dividend yield [5] Group 3: Lululemon - Lululemon, a luxury athletic wear retailer, has seen a 7% revenue increase, but same-store sales in the Americas fell by 4% [6][7] - The company's performance is heavily influenced by economic conditions, with consumers pulling back on discretionary spending [8] - Lululemon's stock is down more than 50% from its 52-week high, indicating potential for recovery for aggressive investors [8] Group 4: Coca-Cola - Coca-Cola's shares are down approximately 10% from their 52-week highs, making them appear fairly priced compared to historical averages [9] - The company is a Dividend King with a yield of nearly 3.1%, appealing to conservative investors [10] - Economic growth from rate cuts could encourage consumers to spend on Coca-Cola products, which are considered premium items [11] Group 5: Overall Market Impact - Rate cuts by the Federal Reserve can effectively free up capital for investment, benefiting companies like Target, Lululemon, and Coca-Cola [12]

Market Trends - The Nasdaq reached an all-time high driven by a multi-year deal between AMD and OpenAI, reflecting optimism in the AI ecosystem [2] - Retail trading activity has surged, with Charles Schwab reporting a six-month high in trading activity in September, particularly in stocks like Nvidia and Oracle [4][11] - There is a notable increase in retail investor confidence, despite nearly 40% feeling bearish about the market [5][6] Retail Sector Insights - Adobe forecasts online holiday sales to reach $253 billion, a 5% increase year-over-year, indicating a shift towards single-digit growth rates in e-commerce [31][32] - The retail sector is maturing, with overall retail growth expected to remain in the low single digits for the holiday season [33] - Key spending categories during the holiday season are expected to include electronics, apparel, and home appliances, with a notable mention of trending toys like Laboo dolls [35][36] Consumer Behavior - A significant portion of holiday spending is anticipated to be for self-purchases rather than gifts, as consumers wait for deals [38][39] - Mass merchants like Amazon and Walmart are expected to benefit from holiday sales, while smaller niche players may also see success [40] - The "Buy Now Pay Later" (BNPL) spending is projected to increase by 11%, suggesting a shift in consumer payment preferences [45][46]

Core Insights - Target Corporation (TGT) is a prominent retail corporation in the US, known for its upscale shopping experience and extensive product range, generating over $100 billion in annual sales [1][2]. Group 1: Company Overview - Target operates more than 1,900 locations across the US, providing a variety of products from clothing to home decor [1]. - The company has faced growth challenges due to consumer spending cuts and increased competition, but it may benefit from the decline of traditional malls and department stores [2]. Group 2: Financial Performance - Target demonstrated resilience during the pandemic by investing in store remodels and enhancing digital sales, resulting in a revenue increase of approximately 40% from 2019 to 2022 [3]. - The company has a strong dividend history, having increased its dividend for 54 consecutive years, earning it the status of Dividend King [4]. Group 3: Dividend Information - Target pays a quarterly dividend of $1.14 per share, translating to a dividend yield of 5.09% as of October 2 [4].

Target is already showing signs of a turnaround.It's a little hard to imagine now, but not so long ago, Target (TGT -0.54%) was a much-loved stock. The ubiquitous retailer seemed to be making all the right moves, with improving fundamentals reflecting a successful strategy.That was then, this is now. Target's share price has cratered by 34% so far this year while other retail favorites -- Walmart and Costco Wholesale, to name two -- have retained their luster. Target is the very definition of the beaten-dow ...

VanEck's RTH ETF remains resilient amid retail sector shifts by focusing on adaptable, high-performing companies like Amazon, Walmart, and Costco, while limiting exposure to underperformers. Key Takeaways: Introduction The retail landscape is constantly evolving. Shifting consumer preferences and macroeconomic challenges force retailers to evolve or risk falling behind. Even with these challenges, VanEck's Retail ETF (RTH) continues to reflect a balanced approach to retail sector investing . In a market ...

Core Viewpoint - Target is currently experiencing a significant decline in stock price, presenting a potential turnaround investment opportunity despite broader market highs [2][3]. Company Performance - In Q2 2025, Target's sales decreased by 0.9%, with same-store sales down by 1.9%, indicating a contraction in business performance [3]. - Over the past year, Target's stock has dropped approximately 40%, contrasting with a 15% increase in the S&P 500 index during the same period [3]. Management Actions - The board of directors has appointed a new CEO to initiate changes aimed at revitalizing the company, which may take time to yield results [4]. - Target's long-standing reputation as a Dividend King suggests that the company has the potential to recover from its current challenges [4]. Turnaround Potential - The second-quarter results showed improvement compared to Q1, particularly with an increase in customer traffic, indicating that the worst may be over for the company [5]. - The investment thesis centers on the belief that Target's turnaround story will unfold independently of the broader market performance [5].

Truist Financial has set a new price target for Target Corporation (NYSE:TGT) at $83, indicating a potential downside from its current price.Target announces the exclusive release of Taylor Swift's 12th studio album, "The Life of a Showgirl," potentially boosting its stock performance.The stock shows slight volatility with a year's high of $161.50 and a low of $86.30, and a current slight increase in its trading price.On October 2, 2025, Truist Financial set a new price target for Target Corporation (NYSE:T ...