Key Takeaways TGT expects shrink to fully normalize in fiscal 2025, supporting gross margin stability.Lower shrink added about 70 bps to the gross margin in 3Q25, offsetting higher markdown pressure.TGT projects 80-90 bps of gross margin benefit from shrink improvements in FY25.Target Corporation’s (TGT) ongoing shrink normalization is shaping up as one of the most visible contributors to near-term margin stabilization, even as top-line trends remain pressured. After multiple years of elevated shrink, manag ...

Target Corp. is hitting the style accelerator. The mass merchant, which has been jolted to life after a period of stagnation, has rejiggered to get its private-label fashions to move at something like the speed of social media. More from WWD The need is clear. Target said that 85 percent of Gen Z and Millennial shoppers expect to purchase a trending product within 24 hours of first seeing it on social. That’s a quick turn — and while Target’s not there yet, it’s getting closer. “We’ve spent decades bu ...

Retail App Downloads & Trends - App downloads data is meaningful for assessing retailer convenience and shopper behavior [1] - Last-minute shoppers are increasingly using apps for in-store pickup, highlighting the importance of convenience [2][3] - Target has seen a resurgence in app downloads, reaching the number three spot, indicating improved customer consideration [3] Target Analysis - Roth Capital Partners maintains a neutral rating on Target, viewing any positive holiday performance as tactical [4] - Toys were up about 10% in 3Q [4] - Concerns remain about Target's long-term structural issues, including underinvestment and pricing [5][6] - Increased spending needs in calendar year 2026 pose an earnings risk for Target [6] Costco Analysis - Costco's app download numbers are not as strong [7] - Several metrics are trending negatively for Costco, including renewal rates, new member additions, and traffic [8] - Costco excels in offering value, but consumers are increasingly prioritizing convenience, where Costco is weaker [9][10][11] - Increased assortment overlap between Walmart.com and Costco is emerging [13]

Core Viewpoint - Michael Burry is bearish on Palantir (PLTR), arguing that its valuation is excessively high, while bulls believe the company deserves its valuation due to significant growth and cash flow margins [1][2][5]. Valuation Concerns - PLTR stock trades at 156 times trailing sales and 552 times trailing earnings, with a forward P/E ratio of 175 times expected earnings for the next year, marking an unprecedented valuation since the Dot Com era [2]. - Burry holds put options on approximately 5 million shares of Palantir, with a notional value of around $912 million, representing 66% of his reported holdings [3][4]. Bullish Arguments - Bulls argue that Palantir is an extraordinary company with a nearly 50% free cash flow margin, indicating strong growth potential [5]. - The company is expected to generate full-year free cash flow of up to $2.1 billion, with a higher-end revenue estimate of $7.39 billion for 2026, leading to a forward FCF valuation of approximately 120 times [7]. Management Strategy - Palantir's management has implemented austerity measures while achieving accelerating revenue growth, aided by its software automation through Palantir Apollo [6]. Market Sentiment - Analysts are divided, with most holding a "Hold" rating, three analysts issuing "Sell" ratings, and four giving "Strong Buy" ratings, with the highest price target set at $255 by Bank of America [1]. - There is skepticism about Palantir's ability to maintain growth or profits, with potential for stock pullbacks in the near future [9]. Investment Strategy - For bearish investors, following Burry's lead may be prudent, while bulls are advised to limit exposure to PLTR to around 10% of their portfolio due to its high valuation [10][11].

零售巨头塔吉特公司的线上业务已恢复稳定。此前在至关重要的假日购物季期间，一场技术故障导致该 零售商的数字化自提、退货及其他多项功能陷入瘫痪。 "截至今日早间，我们的订单自提、线上下单到店取货、退货 / 订单历史查询以及补货等业务板块均已 恢复稳定。" 塔吉特门店业务首席官艾德丽安・科斯坦佐于周六在一份备忘录中表示。 这场故障于上周五持续数小时，不少消费者在社交媒体反馈，他们既无法提交线上订单，也无法查看自 己的购物记录。科斯坦佐在备忘录中指出，故障根源为 "第三方系统错误"，但并未披露具体细节。 零售巨头塔吉特公司的线上业务已恢复稳定。此前在至关重要的假日购物季期间，一场技术故障导致该 零售商的数字化自提、退货及其他多项功能陷入瘫痪。 "截至今日早间，我们的订单自提、线上下单到店取货、退货 / 订单历史查询以及补货等业务板块均已 恢复稳定。" 塔吉特门店业务首席官艾德丽安・科斯坦佐于周六在一份备忘录中表示。 这场故障于上周五持续数小时，不少消费者在社交媒体反馈，他们既无法提交线上订单，也无法查看自 己的购物记录。科斯坦佐在备忘录中指出，故障根源为 "第三方系统错误"，但并未披露具体细节。 责任编辑：王许宁 责 ...

Group 1 - Target Corporation (NYSE:TGT) was highlighted by Jim Cramer in relation to retail sales, noting that October retail sales were unchanged month over month and September's growth was revised down by 10 basis points [1] - Alternative readings for retail sales showed some improvement, with October retail sales excluding autos growing by 0.4% month over month, surpassing the expected 0.25%, and excluding both autos and gas, sales were up 0.5%, also better than expected [1] - Despite some positive indicators, concerns remain about consumer sentiment, with the belief that consumers are not feeling great but are still spending adequately for the holiday season [1] Group 2 - Target Corporation is a retailer that offers a variety of products including clothing, beauty items, groceries, electronics, home goods, and everyday essentials [2]

A month has gone by since the last earnings report for Target (TGT) . Shares have added about 18.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Target due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Target Corporation before we dive into how investors and analysts have reacted as of late. ...

Target's app and website have been affected by an outage that is disrupting the company's ability to fulfill online orders. The website Downdetector showed a rising number of reports over the past three hours, and a post on the company's X profile at 10:16 a.m. ET advised customers to try their transactions again after one to two hours.The timing comes in the final week of the holiday shopping rush. This story is developing. Please check back for updates. ...

Retail Trends - The retail industry anticipates a surge in in-store shopping as shipping deadlines approach [1] - Adobe Analytics predicts that 32% to 37% of online orders will be picked up in stores during the final days before Christmas, which is around triple the typical percentage for the rest of the year [3][4] - Walmart's survey indicates that 80% of their customers plan to shop in stores in the final two to three days before Christmas [9] Company Performance & Strategies - Around 75% of orders placed on Target's website or app this season have been fulfilled by order pickup or drive up [3] - Target reports a 90% cost savings on pickup orders compared to brown box delivery from a fulfillment center [5] - Target's pickup orders are typically ready within about 90 minutes [4] Consumer Behavior - Kohl's, Bath & Body Works, and Dick's Sporting Goods report significant increases in pickup orders in the week leading up to Christmas, with Kohl's seeing more than double [5][6] - Almost a third of shoppers at Bath & Body Works make additional purchases when picking up online orders in store [6] - Starbucks caramel brelay latte is a popular addition for Target's drive up orders [8]

Key Takeaways TGT trades 32% below its 52-week high and at a sharp discount to peers despite recent share-price strength.TGT's digital ecosystem is expanding, with same-day services, Target Plus and Roundel driving growth.TGT cut its FY25 EPS view, as weak discretionary demand and rising debt will likely hurt near-term results.Target Corporation (TGT) is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 12.84X, which positions it at a discount compared with the Zacks Retail - Disco ...